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How can I add/edit the title for my custom form?

March 05, 2024 | By: PhotoBiz Knowledge Base

The Customer Relationship Builder begins with custom forms. When individuals complete a form, a new contact entry is created, and from there you can create a new conversation. All of these interactions begin with having a custom form available and accessible for your customers.

STEP ONE

Log into your PhotoBiz account and click on FORMS in the left-side menu.

STEP TWO

Create a NEW FORM or click on the name of the form you want to update the title for.

FINAL STEP

The title of your form can be found under the green autosave button at the top of the page.

To edit the name of the form, you can click on the existing text and rename the form.

You can choose the enter button on your keyboard or simply click off this text area to save your changes.

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