Embedding Forms

The platform allows you to embed Contact Creation and Special Date Creation forms directly into your own website. This makes it simple for anyone to add new records at any time, from anywhere, without needing to log into the platform.

To set this up:

  1. Go to Settings in the main menu.

  2. Select the Embed option.

  3. You will find both direct links and iframe embed codes that you can insert into your website.

By embedding these forms, you make it easy for visitors, members, or staff to submit information in a seamless way, ensuring that new data flows directly into your account without additional manual entry.