How to Create a Form with no auto-trigger

You asked, we listened! You can set a Form to not be automatically triggered/sent to customers (by booking appointments, registering, buying packages/memberships, or any other type of activity).

How to: Create a Form

Login to your Online Portal

• Click Forms in the side menu
• Click Add

• Enter your Form Title
  • Optional: Include a Form Description to describe the purpose and intended use of this form
• Drag and drop Form Elements into your Form layout to add and format text, images, files, and other content fields as needed

• To set the form as no auto-trigger, click "No trigger / automation" under "Form Rules"
• Click Preview to see how your form will look from a clients perspective
  • To complete your form at a later time, click Finish Later
• Click Publish when you have finished creating your form
• The published article will appear as LIVE
  • Your new form will be available for you to use on the Forms page