Welcome to the setup page. Please follow these simple steps to get everything ready.
Begin by downloading the Sheet Template. Once you've opened it, create your own copy by selecting File > Make a copy. Then, adjust the sharing settings to "Anyone with the link" so step is crucial. Make sure to copy the link and save it in a file on your mobile phone for easy access later (this is how the app will find your visitors).
Download Sheet TemplateNext, click the Form Template button and then click "USE TEMPLATE" in the top right corner. You can personalize any part of the form, but please keep the existing questions and their order. The app will use these to capture the data.
Feel free to add additional questions to the form, such as:
Just be mindful not to overwhelm your visitors with too many questions—keep it under 2 minutes to fill out. The goal is to make it quick and easy without frustrating them.
When you are satisfied with all your question, logo at the top, color scheme, etc, it is time to Publish your form by clicking PUBLISH at the top right. In the popup click MANAGE in the resonder box, and then in the next box change responders to "Anyone with the link". Then click Done. At the top there is now a link icon near the box that says published. Click the icon and then copy the link for responders. This is the link you will open for visitors to input their information. You can save it on a tablet, embed it in a QR code. Setup it up in a Kiosk in the foyer. Any device that can access that link is now a visitor card!
Open Form TemplateNow grab the app and watch the magic happen. Inside the app the first question will be for the url. It is the one you saved in Step 1. Answer the other 3 very easy questions and then follow-up with 3 taps.