How your website's own forms and booking page work

A site can bind a form or booking page the organization already publishes in Engage (the connected way), or own one: created from the site, bound to it, hidden from the organization's Engage lists and trashed with the site. It is the same Engage engine either way - the modules, the required-answer checks, the spam checks, the availability, the deposits, the appointment and client creation and the lead-table write - never a second builder.

1. 1
   Open Dashboard > Integrations

   In Marketing -> Websites click the site, switch to Dashboard and open Integrations. The Forms row and the Bookings row each carry Create for this site next to the picker, and the picker groups Your website's above From Engage.

   Settingschevron_rightPreferences

   Email notificationsDaily summary and mentions

   Auto-assign new leadsRound-robin across dispatchers

   Require job photosBefore an appointment can close

2. 2
   Create a form for this site

   Name it (Contact form is the default) and pick the starter fields: name, email, phone, message, a short text or a dropdown with its options. The form is published at once, bound as the site's lead form, and a Lead form section is added to the Contact page draft (Home when the site has no Contact page). Publish when the draft looks right.

3. 3
   Create a booking page for this site

   Name it (Book online by default), pick the services from your appointment types, the slot length, and whether a deposit is collected and how much. The page belongs to the site's company (or the organization's first company) and a Book now section joins the contact page draft the same way.

4. 4
   Or ask Genaya AI

   "Add a contact form to the Ridgeway Roofing site asking for name, phone and roof type" or "Add a booking page for consultations to the Marlow Advisory site" shows a confirm card; it never runs on its own, and Undo within 15 minutes removes what it created. When you build a site and the organization has no published form to connect, the build creates the site's own contact form for you and says so in the plan.

Where they show

Not in Engage -> Forms or Engage -> Bookings by default. Switch on the Website forms pill on those pages to see them, each with the site it belongs to and an Open the website link.

Editing

Open one from the Integrations row or from the Website forms pill: it is the full Engage editor, with every module, thank-you message, notification and payment setting. Members with the Websites edit permission can edit a site-owned form or booking page without the Engage permissions; an organization form still needs them.

Submissions and bookings

Exactly as any Engage form or booking page: the lead in the "<Site> - Website" table with the site as its lead source, the appointment and the client in Genaya, the deposit through GenayaPay - plus a row in the site's own Leads or Bookings table (see the article on your site's data).

Deleting

Delete the form or booking page from the site's Integrations row (the 30-day trash, the binding and its page section are cleared), or delete the site: everything it owns goes to the trash with it and is removed for good after 30 days. Restore the site from the Recently deleted section within those 30 days and its own form and booking page come back with it; one you deleted from the Integrations row on its own stays deleted.