Strategies

Forms

BookedIn’s built-in forms let you capture leads directly into the system and trigger strategies immediately upon submission.

How It Works

  1. Create a form with the fields you need
  2. Link the form to a strategy
  3. Embed the form on your website or share the direct link
  4. When a lead fills out the form, the strategy executes automatically

Creating a Form

Navigate to https://dashboard.bookedin.ai/forms to create your first form.

Step 1: Configure Form Settings

Create a new form and link it to the strategy you want to execute when leads submit.

Form creation and strategy link

Step 2: Add Form Fields

Specify the fields you want to collect. These values will be available to your agent during conversations.

Form fields configuration

Common fields include:

FieldDescription
NameLead’s full name or first/last name
EmailLead’s email address
PhoneLead’s phone number
CompanyBusiness name
MessageAdditional context or inquiry
Custom fieldsAny additional data you need

Only collect fields your agent will actually use — shorter forms have higher completion rates.

Embedding Your Form

Once your form is ready, you can share it via direct link or embed it on your website.

Form embed options

Share the form URL directly with leads via email, social media, or ads.

Iframe Embed

Copy the embed code and paste it into your website’s HTML to display the form inline.

1<iframe src="https://forms.bookedin.ai/your-form-id" 
2        width="100%" 
3        height="500" 
4        frameborder="0">
5</iframe>

Best Practices

Connect your form to a strategy that responds immediately — speed matters for lead conversion.

  • Keep forms short — Only ask for essential information
  • Use clear field labels — Help leads understand what to enter
  • Test the full flow — Submit a test entry to verify the strategy triggers correctly
  • Mobile-friendly — Ensure your embedded form works on all devices