If you are reading this means you have have created your startbuddi account and completed your workspace setup and you want to collect inquiries, book consultations, or gather customer information professionally, startbuddi makes it easy to create a form directly from your dashboard.

Whether you are a coach, consultant, clinic owner, freelancer, or service provider, learning how to create a form properly can help you organize leads, automate communication, and improve client experience

In this guide, you’ll learn exactly how to create a form in StartBuddi step by step, from logging into your dashboard to customizing your form fields and publishing the final version.

Step 1: Log Into Your StartBuddi Dashboard

The first step to create a form is logging into your startbuddi account.

Start by entering your username and password on the login page. Once you successfully log in, you’ll be redirected to your dashboard.

Your dashboard is where you manage everything, including forms, bookings, clients, workflows, and automations.

On the left-hand side of the dashboard, you’ll see different menu options. Look for the section labeled:

Create Form

Clicking this button takes you directly into the form creation setup.

This is the starting point whenever you want to create inquiry forms, booking forms, consultation forms, onboarding forms, or client intake forms.

Step 2: Open the Form Details Section

After clicking Create Form, you’ll enter the Form Details section.

This section is designed to help you start with the basics before building your form.

You’ll first see a message encouraging you to choose the structure you want the builder to open with. This simply means selecting the type of form template you want to start from.

Enter Your Form Name

The first thing you need to add is your form name.

For example:

Microneedling Consultation
Book a Discovery Call
Client Inquiry Form
Coaching Application Form

Your form name should clearly explain what the form is about so visitors immediately understand its purpose.

Example:

Form Name: Microneedling

Step 3: Add a Form Description

The next section allows you to enter a description.

Although this part is optional, it is highly recommended because it gives users additional context before they fill out the form.

A good description helps people understand:

Why they are filling out the form
What happens after submission
What information they should provide

Example description:

“Collect inquiries from your website and allow potential clients to book consultations easily.”

A clear description improves trust and increases form completion rates.

Step 4: Choose a Template

One of the best features in startbuddi is the template library.

Instead of building from scratch, you can select ready-made templates to speed up the process when you create a form.

You’ll notice different template categories, including:

All Templates
Workplace Templates
Public Templates
Sales Templates
Operational Templates
Educational Templates

Each category is designed for different business needs.

Select a Book a Call Template

If your goal is to allow clients to schedule consultations or inquiries, choose a:

Book a Call Template

This template is ideal for:

Discovery calls
Consultations
Service inquiries
Coaching sessions
Beauty appointments
Business meetings

Click on the Book a Call Template option to continue.

Step 5: Create and Open the Builder

After selecting your template, move to the right-hand side of the screen.

You’ll now see the option:

Create and Open Builder

Click this button.

This action opens the form builder where you can customize your form fields and structure.

The builder is where the real customization happens.

This step is important because it allows you to fully personalize the form to match your business needs.

Step 6: Add Your Form Fields

Now it’s time to add the information fields users will fill out.

When you create a form, the fields you choose determine the kind of information you collect from your clients or leads.

Here are the recommended fields for a booking or inquiry form:

Full Name

This field collects the client’s complete name.

It helps you identify who submitted the form and personalize future communication.

Email Address

The email field is essential because it allows you to:

Send confirmations
Follow up with leads
Share appointment details
Continue communication

Always make this field required.

Phone Number

The phone number field allows clients to provide direct contact information.

This is useful for:

Appointment reminders
Urgent updates
Follow-up calls
Client support

Preferred Date

This field allows users to choose their preferred booking or consultation date.

It helps organize scheduling and improves client convenience.

What Is This About?

This section gives clients the opportunity to explain their inquiry or reason for booking.

For example:

Skin consultation
Business strategy session
Coaching inquiry
Service questions

This helps you prepare before the appointment.

Anything We Should Know Beforehand?

This field is useful for collecting additional details.

Clients can include:

Special requests
Important background information
Goals or concerns
Questions before the session

This helps create a more personalized experience.

Step 7: Create the Form

Once all your fields are added, review everything carefully.

Check:

Form name
Description
Field order
Required fields
Spelling and formatting

After reviewing, click:

Create Form

Your form is now successfully created.

You can now:

Share the form link
Add it to your website
Use it for bookings
Collect client inquiries
Automate lead collection

Conclusion

Learning how to create a form in startbuddi is simple once you understand the process step by step. From selecting templates to customizing fields, the platform makes it easy to build professional forms for your business.

Whether you need a booking form, inquiry form, consultation form, or onboarding form, startbuddi gives you the flexibility to create forms that match your workflow and improve client communication.

The more organized your forms are, the easier it becomes to manage leads, schedule appointments, and grow your business efficiently.

How to Create a Form in startbuddi