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Documentation Index

Fetch the complete documentation index at: https://docs.servicebooked.ca/llms.txt

Use this file to discover all available pages before exploring further.

ServiceBooked forms are simple, no-code lead capture: drag fields, write the labels, hit publish. Each form gets a hosted public page (servicebooked.ca/f/your-form) and an embed snippet you can paste on your own site. The real magic: every submission lands in your CRM as a contact, and (if you’ve enabled it) the AI auto-replies to the lead within seconds.

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Build a form

1

Click 'New form'

From Dashboard → Forms, click the New form button.
2

Name and describe it

The form name is internal. Give it something obvious like “Quote request” or “Service area check.” The description is shown to visitors above the form.
3

Add fields

Click Add field and pick from:
  • Short text — for names, single-line answers
  • Long text — for descriptions, “tell us about your job”
  • Email — validated automatically
  • Phone — formatted as the user types
  • Single-select — radio-button or dropdown
  • Multi-select — checkbox group
  • Number — for sizes, quantities
Special “contact-shaped” field names (first_name, last_name, email, phone, address) automatically populate the contact in your CRM. Other fields are saved as part of the submission.
4

Mark required fields

Toggle the Required flag on any field that must be filled. Visitors get inline validation if they try to submit without it.
5

Customize the submit button

Set the button text (“Get a Quote” beats “Submit”) and color. The button color defaults to your brand accent.
6

Set the success state

After a successful submission, visitors see either:
  • A success message you write (default), or
  • A redirect to a custom URL (a thank-you page on your site, for example)
7

Publish

Toggle the Published switch at the top. Until published, the form’s public URL returns 404 — so you can iterate without exposing a half-done form.

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Embed on your site

Once published, three options to get the form in front of visitors: Every form has a public URL like servicebooked.ca/f/abc123. Share it directly — paste in an Instagram bio, link from a Google Ad, embed in an email. No installation needed.

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2. iframe embed

For embedding on your website, the simplest path is an iframe: 
<iframe
  src="https://servicebooked.ca/f/abc123"
  width="100%"
  height="600"
  frameborder="0"
></iframe>
The form auto-resizes to its content; pick a height that fits your form’s natural length.

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3. Native embed (advanced)

The form’s public JSON is also available at /api/public/forms/abc123 — for custom integrations where you’d render the fields yourself. Most owners don’t need this.

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Auto-tagging and pipeline integration

When a form submission creates a new contact, you can:
  • Auto-apply tags — e.g., every “Quote request” submission gets the quote-request tag
  • Set a starting pipeline stage — e.g., new leads automatically land in your “Lead” stage
  • Auto-open a deal — create a pipeline card for follow-up
Configure these in the form’s Pipeline integration section. Existing contacts who fill out the form a second time DON’T get re-tagged or re-staged (we don’t want a follow-up form to demote a customer back to “Lead”).

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What happens to a submission

  1. Validates against your form schema.
  2. Creates / updates the contact in your CRM (deduped on email + phone).
  3. Saves the full submission to Form submissions (visible from the form detail page).
  4. Tags the contact, sets pipeline stage, opens deal — whatever you configured.
  5. Fires the AI auto-reply (if enabled) — see AI auto-reply.
  6. Sends notification emails to your team — see Notifications.
  7. Lands in Inbox as a new conversation.

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Honeypot and spam

Every form has a hidden honeypot field that catches most bot submissions automatically. Plus we rate-limit per (IP, form) so a flood of submissions from one source gets blocked. You don’t need to add a CAPTCHA — the layered defenses are usually enough.

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Next

Embed on your site

Detailed embed options for various platforms.

AI auto-reply

Have the AI reply intelligently to every submission.