hummingbird
forms · intake
articles
- 01
build your first intake form
stop emailing pdfs. build a form once, share the link, the customer fills it from their phone.
4 steps·~3 min - 02
send a form to a customer
the customer doesn't need an account or an app — just the link.
3 steps·~2 min - 03
use conditional logic to hide questions
previewshow a question only when an earlier answer warrants it. keeps the form short and relevant. ships in the next hummingbird drop.
2 steps·~1 min - 04
review form responses
every response shows up two places — the form's response list and the customer's dragonfly profile.
3 steps·~2 min - 05
hand off a form to loblolly for a real signature
previewfor waivers, releases, or anything that needs a legally binding signature. the schema is wired but the signature handoff field isn't yet live in the builder ui — ships alongside file-upload (next hummingbird drop).
2 steps·~1 min - 06
save a form as a template and reuse it
previewbuild the form once, clone it per service. vet intake, salon consult, contractor walkthrough — never start from scratch. templates aren't yet a built-in feature.
2 steps·~1 min - 07
edit a form after it's already published
you can keep editing a published form anytime. changes go live the next time someone opens the share link — no need to unpublish first.
3 steps·~2 min - 08
share a form with a qr code
for in-person intake — vet office front desk, salon checkout, contractor walkthrough — print a qr code customers scan with their phone. fills the form without typing the url.
3 steps·~2 min - 09
customize the thank-you message after submit
the default "thanks — we'll be in touch" works, but a sentence in your voice closes the loop better. you can also redirect them to a url instead of showing a thank-you screen.
3 steps·~2 min - 10
delete a form (and its submissions)
for forms you no longer need. deleting removes the form and every response it collected — there's no undo.
3 steps·~2 min - 11
what customers see — the public fill page
the share link opens a clean public page with your business name, the form name, and every field stacked vertically. mobile-first by design.
3 steps·~2 min - 12
where responses go after a customer submits
every submission lands in two places — inside hummingbird's response list, and on the customer's dragonfly profile (auto-attached by email or phone match).
3 steps·~2 min
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