← All documentation · Sales CRM

Lead capture forms & booking pages

Build public forms that feed submissions straight into your LogAI CRM with smart lead matching, and publish booking pages where customers schedule, reschedule, or cancel appointments themselves.

8 min read · Last updated 2026-07-13

Two ways to let the outside world feed your CRM without an account: Forms (public pages that capture submissions as leads) and Booking pages (public schedulers that capture a lead *and* book an appointment). Both live under Sales and publish to shareable links.

Build and publish a form

1. Create the form. On Sales → Forms, click New form. You start with a title, a status, and two starter fields — Name and Email (required) — already mapped to lead fields.
2. Add your fields. Use Add field for any type — text, email, phone, number, textarea, select, radio, checkbox, date, rating, NPS, or a section divider — or Add lead field to drop in one of your org's custom lead fields. Each field has a label, a Map to lead field setting, and a Required toggle.
3. Style it. Under Design, pick an accent color and page background, and toggle Show organization name & logo. The live preview updates as you go.
4. Choose lead matching. Under Settings, pick how submitters connect to leads: Match by email or phone (recommended, the default), email only, phone only, both, or Always create a new lead. The same person submitting twice is matched to one lead — every submission is still kept.
5. Publish and share. Set the status to Published and Copy link. The form is live at your-app/forms/{slug}. Draft and Closed forms show visitors “Form not found.”

Where submissions go

• Every submission is stored under the form's submissions tab (exportable to CSV) — with a Lead column that opens the lead's sidebar directly.
• Mapped answers fill the lead's fields (existing values aren't overwritten unless the lead was just created); custom-field answers are saved to the lead too.
• The first rating or NPS answer becomes the submission's Score column.
• The lead's Activity timeline logs “Submitted form "{title}"”, so sales always sees the touchpoint.
• A hidden honeypot field silently swallows bot submissions — bots see success, but nothing is recorded.

Create a booking page

1. Start the builder. On Sales → Booking, click New booking page — or use Design with AI: describe your business and it drafts the page copy, theme, and availability, all editable before saving.
2. Set the details. Give it a Title (e.g. “30-min consultation”), a Duration (default 30 minutes), and a location type — Virtual, In person, or Phone. Style the hero (headline, subtext, benefit cards, brand color) under Page design.
3. Define availability. Set weekly time windows per day (default Mon–Fri, 09:00–17:00) and scheduling rules: slot interval, buffers before/after, minimum notice, and how far ahead guests can book (default 60 days).
4. Assign hosts and intake fields. Check at least one host (defaults to you) — bookings land on the host's calendar. Name, email, and phone are collected by default; add extra questions if you need them.
5. Publish. Set the status to Published (or flip the card's toggle later). The page is live at your-app/booking/{slug} — and can even run on your own domain via a CNAME (e.g. book.yourbrand.com).

What guests experience

Visitors pick a date and slot from the calendar (only days with availability are enabled), fill in their details, and confirm. LogAI then creates or matches a lead (deduplicated by email/phone), adds a calendar event for the host, and emails the guest a confirmation — “Booking confirmed — {page title}” — containing a personal manage link.

• Reschedule / cancel — the manage link lets guests move or cancel the booking themselves; each action re-checks availability and sends an updated email. The link doesn't expire.
• No double-booking — slots are re-verified at confirmation time; a just-taken slot returns “That time is no longer available.” and the guest picks another.
• Reminders — guests receive a reminder email before the appointment.

Bookings are CRM-native: Every booking is attached to the guest's lead record and visible on the host's LogAI calendar — no separate scheduling tool, no copy-pasting between systems.

Access

Building forms and booking pages requires edit-level access (ask your admin if the buttons are missing); the Booking menu item itself appears only for roles with Booking access. The public pages themselves need no login — they're safe to share anywhere.

Open the LogAI app — start free, no credit card required.