Accessing Web Forms
To access the Web Forms section in your ProLine account:
Open your ProLine app.
Tap the hamburger menu (☰) in the top-left corner.
Scroll down and select Integrations.
Choose the option titled Web Forms.
From this page, you can view, edit, or create web forms.
Creating a New Web Form
To start a new form:
Click Create Form.
Enter a name for your form and click Create.
After creating a form, locate it in the list and click to open its settings for customization.
Customization Options
ProLine provides customization to align the form’s appearance with your brand. These settings define the user experience and the data collected through the form.
Available settings include:
Web Form Name: The form title defaults to the name you provided but can be updated at any time.
Label Text Color: Sets the color of the text labels next to form fields (e.g., “Name”, “Email”).
Border Color: Defines the color of the border around form input fields.
Button Regular Color: The default background color of buttons (e.g., “Submit” or “Schedule”).
Button Hover Color: The background color the button changes to when the user hovers over it**.**
Button Text Color: The color of the text inside the button.
Calendar Accent Color: Controls the highlight color for selected dates.
Collect address information: Enable this to require an address before an appointment can be booked.
Require CAPTCHA: Enable to use verification for spam prevention
Assignees: Assign incoming submissions to one or more team members
If multiple assignees are selected, ProLine will attempt to evenly distribute projects and/or events to all assignees based on the past 7 days' activity.
This means that ProLine uses a balanced round-robin approach, so it doesn’t just rotate assignments in order, but takes each assignee’s activity over the past 7 days into account for a fair distribution.
Project Stage: The stage you'd like new projects added to when created.
If this form is scheduling an event, the stage will be locked based on the event trigger set for that event type in Company Settings.
Project Tag: Apply a tag to the project. This will use the list of tags you've customized in Projects-Company Settings.
Campaigns: The campaign you'd like new projects to start when created.
If this form is scheduling an event, the campaign will be locked to the campaign from the event trigger associated with the event type.
Contact Type (New Contacts Only): Select the contact type you want assigned to all new contacts. If contact already exists within your ProLine account it will keep the current contact type assigned to them.
Contact Tag: Ability to assign a contact tag. This will use the list of tags you've customized in Contacts - Company Settings.
Lead Source (New Contacts Only): Select the lead source you want assigned to all new contacts. If contact already exists within your ProLine account it will keep the current lead source assigned to them.
Privacy Policy Link: Primarily used when embedding this form on your website. A link to your site's privacy policy will be included in the form’s disclaimer to meet phone carrier compliance requirements.
Schedule Event: appointment booking capabilities by selecting a predefined event type.
Only one event type can be assigned per form.
Once an event is linked, the project stage and campaign become locked to the settings configured for that event in your company settings.
Additional Event Configurations:
Minimum Booking Notice (Hours): Set how many hours in advance someone must book an event. This prevents last-minute scheduling and gives your team time to prepare.
Maximum Booking Period (Days): Set how far into the future bookings are allowed. This limits how far ahead users can schedule events.
Reassign Project: When enabled and an existing project is being used for the form, ProLine will re-assign the existing project to match the event's assignee. Otherwise, the existing project will not be reassigned and may be different from the event's assignee.
Embed and Share Methods
Once the form setup is complete, ProLine offers two distribution methods:
Embed Code: Copy and paste the HTML embed code directly into your website.
Share Link: Use a public URL to share the form on social media or other platforms.
Dynamic Share Links
These links contain variables to route events when used in ProLine automated message and email templates. Two formats are available:
Share Link w/ Project: Ensures the booking is tied to an existing project.
Share Link w/ Project + Assignee: Maintains the current project owner and ensures the appointment is scheduled with that team member.
Recommended usage:
Use the Project ID only format for early-stage leads to maximize availability.
Use the Project ID with Assignee format for established customer relationships to maintain consistency.
These features allow forms to integrate within your automated workflows without creating duplicate projects or altering team responsibilities.
Share Link Metadata
Set the text and image content which will be shown as a preview when a link is shared. You can include:
Title
Description
Image
Additional Notes
All form settings are configurable unless locked by an associated event type.
A live preview is available to review changes before deploying the form. Click on Preview Form besides the web form name to access it.