Create Request

How To Create A Request

In order to create or edit the request form, they can:

1. Press the “Setup”.
2. Then, press the “Request”.
3. Choose “Form”.

4. By default, the system will pre-add a “Request From”. If the user wants to edit the form, they can press “Edit”.
5. If the user wants to add a new form, they can press the “+ New Form” button.

6. The pre-added “Request Form” already includes important fields for required information to allow the customer to provide their request.

7.

8. Press “Form Information & Setup”.
9. Then, press “Notification”.
10. Notifications can be set to specify who will receive notifications once the request is submitted by the potential customer.

11. Press “Integration Code”.
12. Share the link with the customer to allow them to submit the request.