A form on your Lockii website sends the answers to your Inbox. Name, email, and phone answers link an existing customer or create a new one. Date, product, and location answers can prefill a draft booking when you ask for one.
In the app: Website to build the form, Inbox to read submissions.
Add a form
Open Website and the page you want.
Click Add section.
Choose Contact form or Mailing list signup.
Contact form puts copy beside the form. Layout is Copy left, Copy right, or Centered. It starts with Name, Email, Phone, Dates, and Message, and the button says Send message.
Mailing list signup is a shorter form. Background is Plain or Muted. It starts with Name and Email.
You can also add a Form block (under Basics) inside a section that accepts it, and edit that block on its own.
What you can ask
Select the form and edit Fields. Each field has a Label, a Type, and Required.
Type
Use it for
Short text
A name or other one-line answer
An email address
Phone
A phone number
Long text
A message
Date
A single date
Date range
Hire start and end
Product
One of your products
Location
One of your locations
Dropdown
Choices you type in Dropdown options (one per line)
Checkbox
A tick box, such as consent
Placeholder is the hint inside an empty field. Help text is the note under it. Answer key is the stored id for that answer. Leave it empty and Lockii builds one from the label. Keep the key if you rename a question and still want old and new answers to line up.
Form name is the name your team sees on the inbox notification, for example Contact form.
Button label, Thank-you title, and Thank-you message are what the visitor sees. The contact form starts with Thanks! We'll be in touch soon.
Notify team sends an inbox notification, plus push and email, for each submission. It is on unless you turn it off. People still only get the push or email if Website Form Submission is on in their notification settings. That alert is on by default for anyone who can read bookings.
Show in editor switches the canvas between Form and Thank you. Visitors always see the form first.
Labels can sit Above the field or be Hidden (still read by screen readers, so keep a placeholder). Input style is Outline, Filled, or Underline.
What the visitor sees
They fill in the form and press the button ( Send if you leave the label empty, Sending... while it goes). A required field they skip is marked. After a successful send they see your thank-you title.
An existing customer is matched by email, or by full name when exactly one customer has that name and the email does not disagree. A new customer is created when nothing matches. The form does not change details already on a customer.
Read a submission
Open the notification in Inbox. The title is the Form name. The same screen is in the Lockii mobile app.
The page shows When, Page, and Location when those exist, then each answer. Customer says New customer created or Linked to existing customer. Open the customer from the button with their name.
If the answers include dates, a product, or a location, and you have not already made a booking from this submission, click Booking. Lockii opens a draft booking with those details filled in. If a product does not fit the dates, the draft is still created and Lockii tells you some products could not be added.
The ā® menu has Copy submission link, and Email customer or SMS customer when you have those details.
Tips
Turn Notify team off on a form you only want stored, not pushed to the team.
Use Date range, Product, and Location on a quote form so Booking has something to prefill.
Name the form. A page with two forms is easier to scan when the inbox titles differ.
Publish the page before you test the live form. Preview is for layout.