Public Discovery Forms

A discovery form is a form you can share with anyone, even people who are not yet your clients. It lives on a public link, so you can drop it on your website, in a social post, or in a direct message, and new enquiries come straight back to you. It is a simple way to turn a form into a lead magnet.

What makes a discovery form different

Most forms are sent to an existing client and filled in from their portal. A discovery form is different in two important ways:

It opens on a public link, with no login needed.
Anyone who fills it in becomes a new lead for you, ready to be turned into a client.

Because these forms are public, they always ask for the person's name and email. Those two details are how a new lead account gets created when someone submits.

Creating a discovery form

Create a form as you normally would and set its type to discovery. The form needs one name question and one email question, since these identify the person submitting. Once saved, the form gets its own shareable public link.

Open the form's menu and choose Copy public link. The link looks like foodzilla.com/f/ followed by a unique code. Paste it anywhere you like. There is nothing for the visitor to install or sign into. They open the link, fill in the form, and submit.

Your branding on the form

Public forms open with a branded header so visitors know exactly who they are dealing with. You can show your photo, your role, a tagline, your qualifications, and links such as your website or booking page. You set all of this once under Form Settings on the Forms page, and it then appears across every public form you share. Each piece only shows when you have filled it in, so the header always looks complete rather than half-empty.

Because the coach profile photo is private, the Form Settings area lets you upload a separate photo that is made publicly accessible for use at the top of your public forms.

Where new leads land

When someone submits a discovery form, they show up in your Leads tab, ready for you to review and convert into a client in one click. You also get an email letting you know a new lead has arrived, with a button that takes you straight to your leads.

A word on privacy and trust

Public forms are built to feel professional and safe to fill in. Submissions are protected in transit and at rest, and the form makes that clear to the person completing it. That reassurance helps more visitors follow through and hit submit. We recommend adding links to your own privacy policy and terms pages in your public forms by using an information question and adding them in it.

If you archive a discovery form

Archiving a discovery form stops its public link from working. If you have shared that link widely, be aware that anyone who clicks it afterwards will see that the form is no longer available. If you just want to pause and come back later, you can reactivate the form from its menu to bring the link back to life.