If you are interested in using the forms but don't want to create your own, you can use the Form Templates feature to import one of our pre-made, industry specific ones.

NOTE: This feature is part of the Pro/Custom subscription packages and you may lose access to the form after the Pro Trial period is over and the account is converted to the Essentials package. Call 1-855-996-2253 extension #1 if you lost your form access.

To begin by logging into the Business Owner account and clicking on the left side menu "Business Setup" then "Forms".
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Click on the top right "Create Form" button then "Use template".

1) Search Bar - Search our library of pre-made forms for a form that you would like to use.

2) Category Search - Search for a category of forms.

3) All Categories/Checkboxes - to filter forms and enable/disable categories.

4) Form Template - Click here to select a form template and continue onto the "Preview form" page.

NOTE: Don't see a form template or category specific to your industry? Email us at support@yocale.com with a copy of your form and we would love to create it inside the library. You can reach out at 1-855-996-2253 extension #1 to talk about this in more detail.

On the preview form page, you may complete the form as a client and view the formatting closer. If you decide you would like to use this template, click the "Use Template" button to continue. If not click on "back" and select a different template. Upon clicking "Use Template", you will be navigated to the "Form details" page with the selected template created for you.

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NOTE: Please see our Full Forms guide for additional help on how to use the Forms and Form Builder pages: https://support.yocale.com/en/articles/6122302-full-guide-to-forms-and-form-builder

NOTE: If you would like assistance after selecting a template please don't hesitate to give us a call 1-855-996-2253 extension #1 or email support@yocale.com with your inquiries.