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Creating a form

Learn how to create an online form using our Form Builder

Overview

PT Mate allows you to create custom digital forms on the Business Web Portal and send them to your clients.

Your clients can respond to the form on their Member App, allowing you to reduce your paperwork and store all your client information securely in one place.

The Form Builder

Our Form Builder allows you to divide your forms into differnt sections and choose from a variety of options to create your questions. Easily drag them around to rearrange your form to your liking.

Question types

You can add both interactive and non-interactive content and question types:

Updating your form

You can update your form any time. This will create a new version of your form. You can see the current version of the form displayed in your forms list.

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