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Creating and Managing Forms

Create online booking and quote request forms for your customers. Track page views and submissions for each form.

Forms let your customers request quotes or book appointments online — no phone call needed. Submissions create leads in your dashboard just like phone calls do.


Your default form

When you sign up, Tinylawn creates a default Quote Request form automatically. This form is ready to share right away.

Creating a new form

1. Go to the Forms page.

2. Click Create Form.

3. Enter a name for the form (e.g., "Spring Cleanup Booking" or "Free Estimate Request").

4. Set a URL slug — this is the short link customers will see (e.g., `spring-cleanup`).

5. Select a Form Type

- Appointment - Will display your Services defined in your Services Catalog along with the price, description as configured. Use this when you want to allow specific services to be requested.

- Quote Request - Will not display your Services. This will instead display a free-form form where users can submit their request. Use this if you want to be open ended with what clients can request.

6. Save the form.

Your form URL will look like:

https://tnyln.co/your-business/spring-cleanup


Managing forms

From the Forms page, you can see all your forms in a list. Each form shows:

Metric

Description

Page views

How many people visited the form

Submissions

How many people completed and submitted it

Actions available for each form

- Preview — Open the form in a new tab to see what customers see.

- Copy link — Copy the form URL to your clipboard for sharing.

- Download QR code — Generate a QR code in PNG, JPEG, or SVG format.

- Edit — Update the form name or URL slug.

- Toggle active/inactive — Deactivate a form without deleting it. Inactive forms won't accept submissions.

- Set as default — Mark a form as your primary form (shown with a badge). This is the form displayed if someone visits your short url with only the business slug tnyln.com/your-business

- Delete — Permanently remove the form (confirmation required).


How form submissions become leads

When a customer submits a form:

1. Their information is validated and saved.

2. A client record is created (or matched to an existing client).

3. A property record is created with the submitted address.

4. A lead is created and appears on your Leads page.

5. Form metrics (views and submissions) are updated.


Tips

- Create different forms for different purposes — a general quote request form for your website and a seasonal promotion form for flyers.

- Track conversion rates to see which forms perform best. A low conversion rate might mean the form is too long or isn't reaching the right audience.

- Deactivate seasonal forms instead of deleting them so you can reuse them next year.

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