Once your form is published, there are a few ways to get it in front of people: share a public link or QR code that anyone can use, send it privately to named clients, or attach it to a proposal so it appears automatically once a client accepts. This guide covers them all.
Public or private
Before you share, decide whether the form is public or private, using the toggle on the form.
Public means anyone with the link or QR code can open and complete it, which is ideal for capturing new enquiries from your website or an email.
Private means the form is only for clients you send it to directly. The public link is still shown but won't work on purpose, so private forms go out through the send options below.
Sharing a public link or QR code
On the form's share screen you have two options.
Copy the link and paste it wherever you like, such as your website, an email or a message.
Use the QR code: copy it, let someone scan it, or download it as a PNG to drop into a document or print out.
Sending to a single client
To send a form to one client from their record:
Open the client record and go to the "Forms" tab.
Click "Send a form" and choose one of your active forms.
Pick the contact to send it to. The primary contact is highlighted by default.
Compose the email: the subject line, who it's sent from such as the client owner, and the body.
Hit "Send".
The form then shows on the client's "Forms" tab, where you can see its status and click in to view any responses they've filled in.
Sending to multiple clients
To send a form to lots of clients at once:
From the "Forms" area, open the form and choose "Send to clients", then "Multiple".
Choose who gets it: all active clients, or select by criteria such as a particular client manager's clients, certain entity types, or clients on certain services.
Choose whether to send to each client's primary contact or all their contacts.
Click "Review" to see the full list, and click anyone you want to exclude.
Continue to the message, set the subject, sender and body, then send.
As with a single send, each one shows on the individual client's record.
Attaching a form to a proposal
As well as sending a form on its own, you can attach an onboarding form to a proposal so the client is prompted to complete it the moment they accept. On the proposal accepted page they see a "Complete your onboarding" step, with a button to start the form straight away or come back to it later, and Socket also emails them a link to it.
There are two places to set this up.
A practice-wide default
In Settings, go to Proposals, then Proposal Settings, and find "Which onboarding form should clients complete after accepting a proposal?". You can pick a different form for new clients and existing clients, or leave either as "No onboarding form". Socket always uses the current active version of the form you choose, so editing and republishing that form keeps this working.
Per proposal
When you build a proposal, the Customise step has "Which onboarding form should this client complete after accepting?". Leave it on "Use practice default" to follow your practice setting, choose a specific form just for that client, or clear it so no form is attached.
💡 If the client picks "Maybe Later", they can still use the link Socket emails them to complete the form whenever they're ready.
💡 A private form's public link is shown but won't work, by design. Share private forms using the single or multi-client send above.