Public Forms & Sharing
Every form has a public URL — no account needed to fill it in.
Overview
Because forms sit outside the portal, you can share the link anywhere and the person filling it in doesn’t need credentials. That’s what makes them work for cold enquiries as well as existing clients.
Ways to Share
Direct link
Paste it anywhere — email, DM, or proposal
Website button
Point a Get Started button at the form
Social bio
A working intake flow without a site
Active toggle
Switch the form off to close the link
Spam protection: add the Captcha field to any form you’re sharing publicly.
Branding: forms render under your workspace branding, so they look like part of your own site.
Branding: forms render under your workspace branding, so they look like part of your own site.
Common Issues
Link showing nothing? Check the form’s active toggle — an inactive form closes its public URL.