Set Up the Public Enquiry Form

Who this guide is for

Business Owners and Sole Traders. Admin can also configure the form.

Overview

Turn on the public enquiry form so prospective clients can submit an enquiry without logging in, and grab the URL to share or embed.

Before you start

Your business profile should be complete. Decide whether you also want the Client Portal on — see Enable the Client Portal.

Steps

1. Open Business Settings → Site tab.
2. Confirm the public enquiry form toggle is on.
3. Select Copy URL to copy the form’s web address.
4. Share the link by email or messaging, paste it into your social media profile, or add it to your website.

What the client will see

The public form captures the following fields. The Service dropdown is tailored to your trade — for example electrical services for an electrician.

Field	Options / Notes
Name	Required
Email	Required
Phone	Required
Address	Required
When needed	Flexible, ASAP, Urgent, Next few days, Next few weeks, Next few months
Project type	Residential, Commercial
Work type	Installation, Renovations, New build, Repairs, Other
Service	Tailored to your trade (e.g. electrical services for an electrician)
Job stage	Ready to hire, Planning and budgeting
Description	Free text — Describe what you need done
Photos	The client can upload photos with the enquiry — these appear in the photo bar at the bottom of the Enquiry Detail pop-out when you action the enquiry
Submit	Send enquiry button

What happens next

Submissions land in the Enquiries section of the sidebar in New status and are flagged in Needs Your Attention on the dashboard. Action them via Respond to an Enquiry.

Related guides

Respond to an Enquiry, Enable the Client Portal, Configure business settings.