> ## Documentation Index
> Fetch the complete documentation index at: https://docs.routera.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Forms

> Build lead-capture forms, route submissions, and offer meeting or callback booking after submit.

Forms let you capture leads with a branded builder, optionally assign them through a [router](https://docs.routera.io/kb/creating-routers.md), and choose what happens after submit—thank-you only, [schedule a meeting](https://docs.routera.io/kb/scheduling-meetings.md), request a callback, or let the visitor choose.

![Forms list with Create Form](https://mintcdn.com/routera/qP4D1WpMCwxtebTP/images/forms-list.png?fit=max\&auto=format\&n=qP4D1WpMCwxtebTP\&q=85\&s=1ed09c04f158ca42fcfd98d33ab91b00)

> [!NOTE]
>
> Form builder and meeting scheduling are available on paid plans. On a free workspace, Routera prompts you to upgrade when you open Forms.

## Create a form

1. Open **Forms** in the sidebar.
2. Click **Create Form**.
3. Routera opens the form editor for the new form.

***

## Build the form

In the editor you can:

1. Edit the form **name**.
2. Add and arrange **fields** and text blocks on the canvas.
3. Adjust **design** (logo, colors, layout).
4. Customize the **success** (thank-you) page.
5. Use live **preview** to switch between the form, post-submit steps (meeting or callback), and the success page.

![Form builder canvas with design and field panels](https://mintcdn.com/routera/qP4D1WpMCwxtebTP/images/form-builder.png?fit=max\&auto=format\&n=qP4D1WpMCwxtebTP\&q=85\&s=5ed7e4cdbaab81384186737ea955f3a7)

Save your changes before sharing the form.

***

## Lead routing and after submit

Open form **Settings** in the editor.

### Lead routing

When **After submit** is set to **Success message only**, you can optionally assign submissions through a router so the right teammate owns the lead.

### After submit

Choose one option:

| Option | What the visitor sees |
| - | - |
| **Success message only** | Thank-you page right after submit |
| **Schedule a meeting** | Book a time, then thank-you |
| **Request a callback** | Pick a call time, then thank-you |
| **Let visitor choose** | Choose meeting or callback, then thank-you |

![Form settings After submit options](https://mintcdn.com/routera/qP4D1WpMCwxtebTP/images/form-settings-post-submit.png?fit=max\&auto=format\&n=qP4D1WpMCwxtebTP\&q=85\&s=94853f9e052b3f039c2ec860904a2407)

For **Schedule a meeting** or **Let visitor choose**, select a **router** whose members’ calendars power availability. Members need a [connected calendar](https://docs.routera.io/kb/integrating-cals.md). Configure meeting rules such as duration, timezone, notice, and buffer as needed.

For **Request a callback** or **Let visitor choose**, select a **voice agent** that places the callback, and set delay options.

> [!TIP]
>
> See [Scheduling meetings](https://docs.routera.io/kb/scheduling-meetings.md) for booking from contacts and emailed time offers, in addition to form post-submit flows.

***

## Share and embed

1. In the form editor, open **Share** / **Embed**.
2. Copy the public link, or copy the embed snippet for your website.
3. Visitors open the public form (share URL or embed) to submit.

![Form share link and embed snippet](https://mintcdn.com/routera/qP4D1WpMCwxtebTP/images/form-embed-share.png?fit=max\&auto=format\&n=qP4D1WpMCwxtebTP\&q=85\&s=c0ee10e110b930561a0990dabefefc85)

![Public form as seen by a visitor](https://mintcdn.com/routera/qP4D1WpMCwxtebTP/images/form-public-embed.png?fit=max\&auto=format\&n=qP4D1WpMCwxtebTP\&q=85\&s=3e0b5dbf052bd7711b4a4edc02272ba2)

After submit, the visitor follows your **After submit** flow, then sees the thank-you page you designed.


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