Forms

Overview

Forms let you collect structured information from clients before or after bookings. Create beautiful, branded forms that integrate seamlessly with your StudioLedger workflow.

Perfect for: inquiry forms, intake questionnaires, photo release agreements, payment collection, feedback surveys.

Building a Form

Create a form from scratch with an intuitive form builder:

Step-by-Step

Go to Tools → Forms
Click Create New Form
Name your form (e.g., "Booking Inquiry", "Photo Release")
Add a description (shown above the form)
Add fields one by one (see Field Types below)
Configure form settings (see Form Settings below)
Customize appearance (colors, fonts, branding)
Preview the form
Publish

💡 Drag to Reorder

Drag fields up and down to change their order in the form.

Field Types

Add different types of fields to your form. Some field types automatically map to CRM contact and lead data when "Create contact" or "Create lead" is enabled in Lead Actions.

CRM-Mapped Fields (Auto-Create Contacts & Leads)

These fields directly map to contact and lead fields in your CRM. When a form is submitted, StudioLedger uses these responses to automatically create or update contacts and leads.

Name

Captures first and last name as a structured field. Maps directly to contact first and last name.

Stored as: {firstName, lastName}
Email

Email input with validation. Maps to contact email address.

Smart matching: If a contact with this email already exists, the form submission enriches that contact instead of creating a duplicate.
Phone

Phone number with formatting. Maps to contact phone number.

Smart matching: Like email, existing contacts are matched by phone to avoid duplicates.
Company

Company name. Maps to contact company field.
Address

Structured address field with street, city, state, and zip. Maps to contact address fields.

Stored as: {street, street2?, city, state, zip}

Lead-Specific Fields (For Lead Qualification)

These fields are specific to leads and only apply when "Create lead" is enabled. They help you qualify and track opportunities.

Lead Source

Where the lead came from (e.g., "Website", "Referral", "Social Media"). Maps to lead source field.
Estimated Value

Project budget or deal size (stored in cents). Maps to lead estimated value.
Next Follow-Up

When to contact the lead next (date/time). Maps to lead next follow-up timestamp.
Lead Notes

Details or observations about the lead. Maps to lead notes field.

Standard Input Fields

General-purpose fields for collecting any information:

Text Input

Single line text for any purpose
Textarea

Multi-line text (comments, questions)
Date

Date picker for scheduling or preferences
Dropdown Select

Choose one option from a list
Radio Buttons

Choose one from multiple options
Checkbox

Check multiple options
File Upload

Let clients upload files (photos, documents, up to 25MB per file)

Organization Fields

Structural fields to organize your form:

Instructions

Add informational text and headers to organize form sections and guide users
Page Break

Create multi-step forms by inserting page breaks to guide users through form sections one page at a time

Smart Field Label Matching

Even if you use a standard Text Input or Textarea field instead of the specific field types above, StudioLedger can still map them to CRM fields based on label matching:

Email matching: Fields with "email" in the label auto-map to email
Name matching: Fields with "name" in the label auto-map to name
Company matching: Fields with "company" or "business" in the label auto-map to company
Notes matching: Fields with "message", "notes", or "details" auto-map to notes

This makes it flexible — you can use generic field types if you prefer, and StudioLedger will recognize the intent based on field labels.

Form Settings

Configure how your form behaves:

Required vs Optional Fields

Mark each field as required (must be filled) or optional. Required fields show an asterisk (*).

Success Message

Set the message shown after submission (e.g., "Thanks! We'll be in touch within 24 hours.").

Redirect After Submit

Optionally redirect to a thank you page or external URL after submission.

Skip Review Page

Toggle to skip the review page and submit directly. When disabled, users can review all answers before submitting.

Submit Button Label

Customize the text on the submit button (default: "Submit").

Email Notifications

Receive email alerts when someone submits the form. Workspace owner is notified by default.

Lead Actions & CRM Integration

Forms can automatically create contacts and leads in your CRM from submissions. Control this behavior with toggles in the Lead actions section of form settings.

Lead Actions Toggles

Create contact

Master toggle. When enabled, form submissions automatically create new contacts in your CRM (or link to existing contacts if the email/phone already exists).

Note: Disabling this also disables "Create lead" and "Enrich existing contacts"

Create lead

When enabled, each form submission creates a Lead (in addition to creating a contact). Leads are new inquiries waiting to be qualified or pursued.

Note: This automatically enables "Create contact" since leads require contacts

Enrich existing contacts

When enabled, new submissions update existing contact records with fresh name and address information, keeping your CRM data current.

Note: If a Company field is included and the contact doesn't have a company, a new company record is auto-created and linked

Link to project

Optionally link all form submissions from this form to a specific project. When enabled, select the target project. This is useful for forms collecting additional client information for an existing project.

SMS Notifications

When enabled, the workspace owner receives an SMS notification to their configured phone number when a form is submitted (in addition to email notification).

Example Workflows

Option 1 — Create Contacts Only: Enable only "Create contact" if you want to collect contact info but not generate leads. Perfect for subscriber signups or feedback forms.

Option 2 — Create Leads: Enable "Create lead" to generate qualified leads from inquiry forms. Each submission becomes a new opportunity in your pipeline.

Option 3 — Keep Data Fresh: Enable "Enrich existing contacts" so repeat form submissions update existing contact records with new information.

From Leads to Projects

Once a lead is created from a form submission, you can convert it to a project:

Open the lead in your CRM (Leads section)
Change the lead status to Won
A dialog appears offering to convert the lead to a project. Click Convert to Project
StudioLedger creates a new project and pre-fills it with:
- Contact name and company
- Lead timeline, service types, and project location
- Lead notes and custom fields
- Cost sharing parties (if specified in the lead)

✓ Data Continuity

Your form submission data flows seamlessly through your CRM pipeline: Form → Contact → Lead → Project. All information is preserved and available throughout the workflow.

Viewing Submissions

View and manage all form submissions:

Submissions List

Go to Tools → Forms and click on a form to see all submissions:

Chronological list of all submissions with dates
Quick preview of submitted data
View linked contact or lead information

Individual Submission Details

Click a submission to view complete details:

All field responses with values
Submission timestamp
Linked contact and lead records (if created)
File attachments with download links
Quick action menu to view/edit contact or lead

Submission Actions

From the submission detail view, you can:

View the linked contact record in your CRM
View the linked lead record in your CRM
Delete the submission
Edit the form (make changes to field structure)

Spam Protection

StudioLedger includes built-in rate limiting to prevent spam. Each form accepts a maximum of 10 submissions per 5-minute window. After exceeding the limit, that form enters a 15-minute cooldown period.

Appearance & Design

Customize how your form looks to match your brand:

Click the Appearance button when editing a form to customize how it looks:

Display Mode

Inline: Form content displays directly on the page
Card: Form appears in a bordered card container with background

Color Mode

Light: Always light theme
Dark: Always dark theme
Auto: Respects system/page theme preference

Branding

Card Background: Set background color for card mode
Accent Color: Color for buttons, links, and interactive elements
Text Color: Choose light or dark text
Corner Radius: Select rounded corners (none, small, medium, large)

Layout

Content Width: Narrow, Medium, or Wide
Alignment: Left or Center alignment

Live Preview

The appearance panel includes a live preview of your form as you make changes.

Multi-Page Forms

Create step-by-step forms that guide users through information collection:

How It Works

Use Page Break fields to split your form into multiple pages. Users progress through pages one at a time.

Setting Up Pages

When building a form:

Add fields for page 1
Insert a Page Break field
Add fields for page 2
Insert another Page Break if needed
Repeat until your form is complete

User Experience

Users see:

Progress indicator showing page number and total pages
"Next" button to advance to the next page
"Back" button to return to previous pages
All answers are preserved as they navigate between pages

Best Practices

Multi-page forms are great for:

Complex intake questionnaires (break into logical sections)
Long forms (improve completion rates by showing progress)
Conditional workflows (collect info step-by-step)

Share your form with clients and embed it on your website:

Public Form URL

Each published form gets a unique public URL that anyone can access. When editing a form, you'll see the public URL displayed at the top. You can:

Copy the URL and share via email, messaging, or social media
Share the link on your website
Use it in automation tools or webhooks

Embed Code

Embed your form directly on your website without redirecting users:

In the form editor, click the Embed section to get the embed code. StudioLedger provides an iframe embed code that works in most website builders and CMS platforms:

Iframe: Copy-paste the generated code into your site

The embedded form respects your appearance settings (colors, layout, theme) automatically.

Gallery Visibility (Publish/Unpublish)

You can publish a form to the Form Gallery so others can discover and import it, or keep it unpublished:

Unpublished: Not listed in the gallery
Published: Visible in the gallery and importable by other users

Dashboard Widget

Your main dashboard shows recent form submissions across all forms in a "Recent Submissions" widget, giving you at-a-glance visibility into new inquiries.

Form Gallery

Discover, import, and share form templates with the StudioLedger form gallery:

Gallery Overview

The Form Gallery provides pre-built form templates for common business needs. Access it by clicking the Gallery tab when managing forms.

Curated Templates

StudioLedger includes 4 curated, ready-to-use templates:

Quick Contact Form: Collect name, email, phone, and message from potential clients
Project Inquiry: Collect detailed project type, timeline, and budget details
Client Onboarding: Gather essential contact and project preferences before kickoff
Feedback Form: Gather client feedback after project completion with a conversational multi-step flow

Importing Templates

To use a gallery template:

Click on a template to preview it
Click Import to create a copy in your workspace
Edit the imported form to customize it for your needs
Publish when ready

Form Categories

Browse forms by category:

Lead Capture — Inquiry and contact collection forms
Client Onboarding — Intake and information gathering forms
Contact — Simple contact and message forms
Event Booking — Scheduling and booking forms
Feedback — Survey and feedback collection forms
Other — Miscellaneous and specialized forms

You can share your own forms with others:

Publish your form to make it discoverable in the gallery
Generate a share code to send to colleagues
Colleagues can import your form as a template

Form Duplication

You can duplicate your own forms to create variations. Right-click on a form in the list and select Duplicate to create a copy with a new name that you can customize independently.

Next Steps

Go to Tools → Forms
Create an inquiry form with name, email, message fields
Customize the appearance to match your branding
Test the form by filling it out
Share the form link on your website or in emails