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Create a form for enquiries

Create a short enquiry form, publish it, and check the first submission.

Updated Aug 23, 2026By Helm2 min read
In this article
Go to FormsChoose what happens after submissionSave, publish, and check

Go to Forms

Choose New form. Enter a clear title and short explanation, then add only the fields your team needs to answer the enquiry or take the next step.

Choose what happens after submission

Write a confirmation message that tells the customer what to expect. Decide who will review submissions and whether the next step is a reply, booking, invoice, or follow-up.

Save, publish, and check

Save the form, add it to a website page, and publish the page. Send a test submission and check that it appears in Helm with the right customer details.

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Create a clear website page, publish it, and check every button, form, and booking link on desktop and mobile.

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Create customer records, review their history, add useful notes, and choose the next follow-up.

TroubleshootingTroubleshoot pages, bookings, and checkout

Check the right settings for a broken page, booking, checkout, invoice, or receipt.

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