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Lead capture forms & booking pages

Build public forms and surveys that turn every submission into a matched lead, and publish booking pages where customers pick a slot and reschedule themselves.

9 min read · Last updated 2026-10-21

Two ways to let the outside world feed your CRM without an account: Forms (public forms and surveys that turn each submission into a lead) and Booking pages (public schedulers that capture a lead *and* book an appointment on your calendar). Both live under Sales and publish to shareable links.

Build and publish a form

1. Start a form. Go to Sales → Forms (the page is titled Forms & Surveys) and click New form for a blank form, or open Start from a template and pick one of five ready-made forms — Contact, RSVP, Event registration, Order form or Customer feedback — with every field already mapped to the lead. A blank form starts with a Name field and a required Email field.
2. Add your questions. On the Build tab, Add field adds a short answer; Add a type… picks any type — Short answer, Paragraph, Email, Phone, Number, Dropdown, Multiple choice, Checkboxes, Date, Time, Rating, NPS score or a Section divider — and Lead custom field… drops in one of your custom lead fields, already mapped. Each question has a Required switch, a placeholder and help text, and choice questions can Allow “Other…”. Drag the grip to reorder; the field menu can duplicate or delete.
3. Map answers to the lead. Set Map to lead field on a question to fill that lead field — full, first or last name, email, phone, company, website, industry, city, state, country or notes — or leave it on Don't map.
4. Style it. On Design, choose an Accent colour, a Page background, and whether to show your organisation's name and logo from General Settings. The live preview beside the builder updates as you go.
5. Choose lead matching. On Settings, pick Lead matching: Match by email or phone (recommended, the default), email only, phone only, email and phone, or Always create a new lead. Here you also write the Success message people see after submitting — it can run over several lines.
6. Set it live and share. Switch the status to Live and click Save (or Create form), then Copy link. The form is public at your-app/forms/{slug}. While it's a Draft or Closed, the link shows “This form is not available.”

Leaving with unsaved changes: The builder marks edits as Unsaved and asks before you navigate away, so a half-built form isn't lost by accident.

What visitors see

The public form checks answers before sending: required questions, email and phone formats are flagged under each field (“Invalid email address”, “Invalid phone number”) and the page scrolls to the first problem. A hidden honeypot field silently swallows bot submissions — bots see success, but nothing is recorded.

Where responses go

• Every submission is kept on the form's Responses tab — Submitted, Submitted by, one column per question and a Score — with search, Export CSV, and Open lead to jump to the lead's sidebar. Form cards show the submission count with View responses.
• Mapped answers fill the lead's fields (existing values aren't overwritten unless the lead was just created), and custom-field answers are saved to the lead too. New leads from a form get the source Form.
• The first Rating or NPS answer becomes the submission's Score.
• The lead's Activity timeline logs “Submitted form '{title}'”, so sales always sees the touchpoint.
• Each submission can also start a workflow through the Form Submission trigger — send a follow-up, create a task or notify the team.

Booking intake forms: Each booking page keeps its intake questions as a form. These appear in the Forms list with a Booking page badge, and their status follows the booking page — change it there.

Create a booking page

1. Start the builder. On Sales → Booking, click New booking page. To skip the blank page, use Design with AI: describe your business (or pick an example such as “Calm, trustworthy dental clinic”), click Generate, and it drafts the copy, hours and theme — all editable before you save.
2. Basics. Give it a Title (e.g. “30-minute consultation”), an optional Description, a Duration (15, 30, 45, 60 or 90 minutes, or a custom length — 30 by default), a Location (Virtual, In person or Phone) and a Timezone. Visitors see slots in their own time zone.
3. Weekly hours. Set time windows for each day — weekdays 9:00–17:00 by default. Add a second window for a lunch break, or use a day's menu to copy its hours to every weekday or every day.
4. Scheduling rules. Slot interval (0 means one slot per duration), Book up to (how many days ahead — 60 by default), Buffer before, Buffer after and Minimum notice.
5. Hosts and intake questions. Pick at least one host — the meeting is booked on their calendar. Name, email and phone are always asked; add your own questions with Add question when you create the page.
6. Page design and domain. Under Page design set the Brand colour, Hero background, Eyebrow, Headline, Subtext and benefit cards. Optionally enter a Custom domain such as book.yourbrand.com and point a CNAME for it at the app.
7. Go live. Flip the switch to Live — accepting bookings and click Create page (or Save changes). The page is public at your-app/booking/{slug}; the card's toggle takes it offline again. Existing bookings keep their time even if you change the hours later.

What guests experience

Visitors pick a date and a slot (only days with availability are enabled, and the calendar stops at your Book up to limit), fill in their details, and confirm. LogAI then creates or matches a lead (deduplicated by email/phone), adds a calendar event for the host, and emails the guest “Booking confirmed — {page title}” with a personal manage link.

• Reschedule / cancel — the manage link lets guests move or cancel the booking themselves; each change re-checks availability and sends an updated email. The link doesn't expire.
• No double-booking — slots are re-checked when the guest confirms; a slot taken in the meantime returns “That time is no longer available.” and the guest picks another.
• Reminders — guests get a reminder email within the 24 hours before the appointment.

Bookings are CRM-native: Every booking is attached to the guest's lead record and shows on the host's LogAI calendar — no separate scheduling tool, no copy-pasting between systems.

Access and limits

Sales → Forms needs the Forms permission and Sales → Booking the Booking permission; creating, editing and deleting need the matching levels, and without view access the page says so instead of showing an empty list. Your plan sets how many forms and booking pages you can have and how many form submissions you can receive each month — the usage chip in each page header shows how many forms or booking pages you've used, and New form / New booking page show an upgrade prompt at the limit. The public pages need no login and are safe to share anywhere.

Open the LogAI app — start free, no credit card required.