What are Meettrics’ forms?

Meettrics’ forms are bookings forms that collect relevant information you need for your meetings. Just simply create a digital form and start collecting data. You have the option to add the form to the process of scheduling a meeting, this can be either optional or mandatory!

Where do I access and edit my forms?

Forms are available with any of our paid plans. To access and edit your forms, click on ‘Forms’ in the left-sided menu as part of ‘Your Profile’ - like displayed in the image below. If you have created any forms before, they will appear on this page. In this case, we see that we have created the form ‘HR interview form’.

A form named ‘HR interview form’ was created and can be found at ‘Forms’.

A form named ‘HR interview form’ was created and can be found at ‘Forms’.

To edit a form, please click on the form of interest. And go to ‘Edit Form’ on the top right. Complete your changes and don't forget to publish the form again. To view your changes, you can use the ‘Preview’ button.

How do I create a new form?

To create a new form, go to Forms and click on the big blue button ‘New Form’. Make sure to give your form a (1) name and (2) description to create the form. Don’t forgot to hit the ‘save’ button to start adding questions.

To create a new form it is required to insert a name and description.

To create a new form it is required to insert a name and description.

A form can include one or more sections, each consisting of several questions. Questions can be set as mandatory or optional, and need to be answered in one of the following:

You choose from 5 different types of answering.

You choose from 5 different types of answering.

How do I add a form to a booking process?