A form is how new people ask you for a job: a contact or quote request on your website, or a link in your Instagram bio. Every answer arrives in Mosaii.co already sorted: the person becomes a client, and the request can become a project in your pipeline. No copying from emails.

Form or questionnaire? Use a form for people who don't know you yet: it's public and creates the client for you. Use a questionnaire for a client you already have, about a specific job: it's private and linked to a project.

Create a form

Open Apps in the left bar, then Forms, and press New form.
Give it a Name. Visitors see it too, at the top of the form.
Under Start from, choose:
- Blank form — just the email: you add the fields.
- Contact request — name, email, phone and message.
- Quote request — the contact details plus the event date and location.
Press Create form. The form page opens, as a draft.

Choose the questions

The Fields tab lists the questions in order. On the side you see a live preview: try it, nothing is sent from there.

Write a short Introduction, for example “Tell me about your wedding: I'll get back to you within 24 hours”.
Press + Add field. Write the Question and choose the Answer type.
Under Link to a CRM field, choose where the answer goes: Project name, Client email, Client phone, Source, Project type, Project date or Location. The answer then fills in the client or the project by itself, and the link sets the answer type.
Switch on Required if it can't be left empty, and press Add.

Drag the fields to change their order. Click a field to change it.

The email rule: every form has a required email field linked to Client email. It's how Mosaii.co knows who wrote to you, so it can't be deleted and the form can't be published without it.

Make it look like your brand

The Look tab changes how the form looks: a Starting style, the Colours of the button, text and background, the Typeface, the corners and spacing. Under After submitting you write the thank-you message people see when they're done.

Publish and share it

Press Publish. Until then nobody can fill the form in.
Press Copy link and paste the link wherever people find you: your Instagram bio, an email signature, a message.
To put the form inside another website, open the ··· menu and choose Embed code. Press Copy code and paste it into an HTML or Embed section of that site.

On a site made with Mosaii.co, the contact form block connects directly to one of your forms: choose it with Connect a form.

Once published, every change reaches visitors as soon as you save. The link needs your studio's public address: if Mosaii.co asks for it, set it in your account.

What happens when someone fills it in

The answer is saved in Responses.
Mosaii.co looks for a client with that email. If there isn't one, it creates the client.
If the form has at least one field linked to a project detail (Project name, Project type, Project date, Location or Source), a new project is created in the Lead stage, with the client already linked. The Quote request form does this from the start; the Contact request one creates the client only, until you link a field to the project.
You get a notification, with a link to the response.

Tip: if you've reached your plan's project limit, the request is saved anyway. Open it in Responses and press Create project when you have room.

Read the responses

Open Forms and switch to the Responses tab to see every answer from every form. Filter by form or by date, or search by email or name. Click a row to read the whole response, and Open the project to go to the job it created. Export CSV downloads them all for a spreadsheet.

The responses of a single form are also in its own Responses tab.

Good habits

Ask little. Name, email, date, place and a message are often enough: every extra required field loses someone.
Link the date and the location to the CRM: the project arrives with them already filled in.
Fill the form in yourself once after publishing, and check that the client and the project appear.
Reply quickly. The notification is there for that.

See also Clients, Projects and Questionnaires.