Give anyone a direct link to your form, no portal login required. Whether you're gathering intake details from a new prospect or sending a quick update form to an existing client, a public form makes it easy to collect responses from anywhere.
In this article:
- Before You Begin
- How Public Forms Connect to Client Creation
- Sharing a Direct Link to Your Form
- Embedding a Form on Your Website
- Viewing Completed Forms
Before You Begin
Public forms only work with forms built in our Form Builder that don't require your signature for completion. If your form needs a signature, share it directly with the client instead.
How Public Forms Connect to Client Creation
Sharing a public form doesn't automatically create a client record on its own. What happens next depends entirely on your Automations settings:
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If you don't have an automation set up to add new clients, form submissions land in your Prospective Clients → list. You'll manually review and decide whether to save the profile, and whether to invite that person to the Client Portal.
- If you have an automation set up, submissions can automatically become full client profiles, with or without a Client Portal invitation, depending on how you've configured it.
Learn more about Automating New Client Creation and Portal Invitations →
Sharing a Direct Link to Your Form
Your Public Form Link works like a shareable URL that opens a public web page, hosted by Practice Better. Add it to your website, drop it in an email, or send it as a text; anyone with the link can complete the form.
- Go to My Practice > Forms & Waivers.
- Click the More Options button (3 dots) next to the form and select Share Link from the options provided.
- Copy the link from the pop-up.
This link stays the same every time you use it, so you can post it once on your website or save it for repeat use in emails and campaigns.
💡 You can turn this URL into a short link on the Starter plan and up. This is ideal for sharing in a social media post. Short links aren't available on the Sprout plan.
Embedding a Form on Your Website
If you'd rather have the form appear directly on your site instead of linking out, you can embed it as a widget.
- Go to My Practice > Forms & Waivers.
- Click the More Options button (3 dots) next to the form and select Create Widget from the options provided.
- Customize the width, height, and theme color to match your site's branding.
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Click the HTML code to copy it to your clipboard.
- Click Done to close the pop-up.
- Paste the HTML code into your website where you'd like the form to appear.
You can also embed widgets for your Practice Better offerings and custom booking pages. Learn more about Embedding Your Booking Widget on Your Website →
Viewing Completed Forms
Where you'll find a completed form depends on whether you have an automation set up to add new clients.
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With an automation set up: the client's form is available in the Forms & Waivers section of their Client Record. Learn more about Automating New Client Creation and Portal Invitations →
- Without an automation set up: go to your My Clients list and click Review & Add next to a Prospective Client. From there, click View Form to preview the response, add notes, or download it as a PDF. Learn more about Adding New and Prospective Clients →
📍 Note: If the same person submits a form more than once using the same email address, all of their submissions are saved under a single client profile. A different email address creates a separate profile.