Forms & surveys

Templates

Start a form, check, survey or calculator from a ready-made template.

Templates

Open Forms → Templates to browse ready-made forms, checks, surveys and calculators in one place. Use the tabs to show one kind, search by name, or pick a category.

Most venues start with shows a few picks that suit most businesses. Choose Set up a starter pack to pick your type of venue and add a matching set in one go.

Each card shows how many questions the template has and who it's for. Checks also show how often they're usually done, such as every four hours.

Choose Preview to see a form or survey as people will fill it in, then Use this to get your own copy. Your copy opens in the editor, ready to change and publish. Calculators open in the calculator editor.

Your templates

Save one of your own forms, checks, surveys or calculators as a template so your team can start new ones from it. Open the form's ⋯ menu (on a calculator, choose Save as template in the list) and give the template a name. Its questions and settings are saved; responses aren't.

Your templates are listed first and on the Your templates tab. A template made from a form for one location stays with that location: only that location sees it, and new forms made from it are for that location too. Managers can Delete a template; forms already made from it don't change.