Share one intake link for all your forms

Offer every public form behind a single account-level link, embed or QR code, and retire them all at once.

public forms combined intake link sharing embed qr code

Your account has one combined intake link. Turn a form on for it and that form joins the link; visitors open a single URL and pick which form they need from a dropdown. One link to publish, one QR to print, one embed to paste — and one control that retires all three at once.

Before you start: your account needs a PRO or Enterprise subscription and access to Settings → Public Forms. Creating the forms themselves is covered in create and share a public intake form.

  • Before you start

    Two permissions decide what you can do here, and they are not the same permission.

    • Seeing the card and sharing it needs Public Forms page access and read permission. Sharing is not separately gated: anyone who can see the card can copy the link, copy the embed, and download the QR code.
    • Changing what the link offers needs update permission — or create permission, if you are offering a form at the moment you create it.
    • Rotating the link needs update permission.

    Public Forms is available on PRO and Enterprise accounts; an account below PRO is sent to Plan & Billing. Inside an account it is permission, not plan, that decides what you can do: a colleague who holds page access and read but not update sees the read-only view described at the end of this guide, whatever your plan. Technicians and customers have no access to Public Forms at all.

  • 1

    Open Public Forms

    Select Settings, then Public Forms, and stay on the Forms tab. The Combined intake link card sits above your list of forms. It is always there regardless of how you have filtered the list below it.

    Screenshot — Open Public Forms

    The Forms tab with the Combined intake link card above the list of forms.

  • What the combined link is

    The combined link is a single account-level URL that offers every form you have opted in. A visitor opens it, chooses from a dropdown, and fills in the form they picked.

    Two things surprise people:

    • It is created with your first form. An account with no forms sees Your combined link is created with your first form. instead of the card. Opening this page never creates it.
    • It looks exactly like a single-form link. Both are /f/ addresses and you cannot tell them apart by reading the URL, so label them where you store them.
  • 2

    Offer a form on the combined link

    Open a form’s Manage page and choose Actions → Edit form, then find the Sharing section in the builder. Turn on Show in combined form — the helper text reads Included in your combined intake link.

    The switch does not save on its own. Select Save changes and wait for Form updated.; Cancel discards the change and writes nothing.

    The same Sharing block appears in the modal you get from New Form, so a form can be offered from the moment you create it: turn the switch on, select Create form, and the confirmation reads Form created. with no second edit needed.

    Screenshot — Offer a form on the combined link

    The builder's Sharing section with Show in combined form beside the live preview.

  • Which forms actually appear

    A form is offered on the combined link only when all four of these are true. It must be opted in, enabled, not archived, and not revoked.

    Switch any one of them off and the form leaves the combined link immediately — there is no republish step and no cache to wait for. The difference worth remembering is what else each one does:

    • Opting a form out removes it from the combined link and leaves that form’s own link working normally.
    • Disabling, archiving, or revoking removes it from the combined link and takes that form’s own link offline.

    Use the opt-out when you want a form to keep its own link but stop appearing in the shared one.

  • What the card tells you

    The card’s heading and subtitle never change, but its third line is a live readout of what the link is offering right now, so you can check what the link serves without opening it yourself. The CleanOps mobile app’s combined-link card shows the same readout.

    • With forms offered it reads Offering 2 forms · Exterior Cleaning Estimate · Triage Quote Request — the count, then each form’s internal name, separated by · and listed in name order. Keep in mind these are your admin names; visitors see the public titles instead.
    • With nothing offered the line becomes a warning that the link would show visitors nothing, and exactly three buttons dim: Copy link, Copy iframe and Download QR.

    Rotate link stays enabled at zero offered. That is deliberate, not a bug — replacing a link nobody can use yet is still allowed, so you can retire a leaked URL before you offer anything on it.

  • 3

    Copy the link

    Select Copy link. A short Copied to your clipboard message appears at the bottom of the screen — not on the card itself — and the URL is on your clipboard.

    The card never displays the URL. Copying is the only way to get it from this screen, so paste it somewhere durable before you need it again.

    If the copy fails, a red message appears in the same place: Copy failed — select the text and copy it manually. On this card there is nothing to select, because it never shows the URL, so the manual fallback that message offers does not apply here — select Copy link again, or use a browser that allows clipboard access.

    Screenshot — Copy the link

    The copy-failure message at the bottom of the screen, with the card still showing no URL.

  • 4

    Embed the form on your website

    Select Copy iframe and paste the snippet into your site’s HTML. You get two lines: the <iframe> itself, plus a plain link labelled Open the form underneath as a fallback for anyone whose browser blocks frames.

    The frame is titled Contact form — that literal text, not your business name — so rename it if your page needs a more specific label. The embedded form behaves exactly like the hosted one, dropdown included.

    Screenshot — Embed the form on your website

    The combined intake form embedded in a sample contact page built for this guide.

  • 5

    Print or display the QR code

    Select Download QR. The file saves straight from the page as combined-intake-form-qr.png — there is no export step and no email. Scanning it opens the same combined link, so it is safe to print on a van, a flyer, or a job-site sign.

  • Which channel to use, and why they differ

    The three buttons are not interchangeable. Each one tags its traffic so you can tell later where a submission came from:

    • Copy link gives the bare URL with no tag.
    • Copy iframe points at the URL with ?c=iframe.
    • Download QR encodes the URL with ?c=qr.

    That tag rides along through a failed submit and the thank-you page, so it survives the whole visit.

    Where you read it back: the Submissions tab has a Channel filter and a Channel column, and Channel is one of the columns in the CSV export — that is where the three placements can be compared. See review and approve form submissions.

    One thing to ignore: the small channel labels on each form’s own row are a fixed caption, not a live report of where that form is published.

  • 6

    See what a visitor sees

    Open the copied link in a private window. With two or more forms offered, the page shows your business name and a required What are you looking for? dropdown above the selected form.

    Changing the selection swaps the form in place — no page reload and no change to the address. (With JavaScript turned off the dropdown still works, but through a Continue button that reloads the page.) The heading, the fields, which ones are required and the consent wording all change together, because each form keeps its own settings.

    The submit button is the exception: it follows the form’s type, not the individual form. Both New Lead and Estimate Request forms read Request Quote, so swapping between two lead-type forms leaves the button unchanged.

    You can also open the link straight onto one form. Add ?form= and the form’s id — the page opens with that form already selected, and the visitor can still switch. It combines with the channel tags, so ?form=<id>&c=qr is a QR code that lands on one specific form and still records as the QR channel. An id that is wrong, or belongs to another business, quietly falls back to the first offered form rather than failing.

    Screenshot — See what a visitor sees

    The combined link as a visitor sees it, with the What are you looking for? dropdown.

  • When only one form is offered

    With exactly one form offered there is no dropdown at all. That form renders on its own under your business name, and the page is indistinguishable from a single-form link.

    This is worth knowing before you print anything: a combined link that happens to have one form today will silently grow a dropdown the moment you offer a second one. The printed link keeps working either way.

    Screenshot — When only one form is offered

    The combined link with a single offered form, rendering directly with no dropdown.

  • When no forms are offered

    With nothing offered, the combined link fails closed. Visitors get This form isn’t available and are told the link may be inactive or updated — the same page an expired or unknown link produces, so it never reveals that your business is behind it.

    The link itself is unharmed. Offer a form again and the same URL starts working immediately; you do not need to reshare it.

    Screenshot — When no forms are offered

    The fail-closed page a visitor sees when no forms are offered.

  • Visitors see titles, not your form names

    The dropdown lists each form’s public Title, never the internal Form name you use in the admin list. A form you filed as Triage Quote Request can appear to visitors as Request a Free Quote.

    This catches people out more than anything else here. Open the link yourself and read the dropdown before you publish it.

    The order is set by the internal Form name, not the title. Visitors read the titles but see them arranged by a name only you can see, so a form titled Alpha can sit below one titled Zebra. If the order matters — putting your most common request first — rename the forms in the admin list rather than retitling them.

    If two offered forms end up with the same title, the first keeps it and the second gets a number added — Request a Free Quote and Request a Free Quote (2). It can happen without you typing a title at all, because a form left blank falls back to a standard title for its type, so two forms of the same type collide by default. Change one of the titles rather than leaving visitors to guess.

    Screenshot — Visitors see titles, not your form names

    The visitor's chooser reading *Request a Free Quote* — the form filed in your admin list as *Triage Quote Request*.

  • 7

    Rotate the link

    Select Rotate link to replace the combined link with a new one. CleanOps asks to confirm in Rotate combined link? and spells out what happens; Cancel changes nothing at all.

    Confirming replaces the URL immediately and flashes Combined link rotated. The old link, snippet and QR no longer work. Re-share the new link. Rotate when a link has leaked or has been printed somewhere you cannot take back.

    Screenshot — Rotate the link

    The Rotate combined link? confirmation before the link is replaced.

  • What rotating does and does not change

    Rotating swaps one token, and all three channels move with it at the same instant.

    Stops working immediately: the old URL, every page embedding the old snippet, and every printed or displayed QR code. There is no grace period — a visitor part-way through the old link loses that submission when they send it, and gets the unavailable page instead.

    Untouched: every form’s own /f/ link, all form settings, and all past submissions.

    Two things to plan around. It cannot be undone — a rotated link never comes back. And no CleanOps screen shows you when it last happened, so note it yourself if more than one person shares these links.

  • When sharing is refused or unavailable

    Three states explain most of what you will run into.

    • The form is archived. Saving a sharing change on an archived form is refused with This form is archived. Unarchive it before changing whether or how it is shared. and nothing is written. Unarchive it first, then change the sharing.
    • No link yet. An account with no forms sees Your combined link is created with your first form. Create a form and the card appears.
    • You cannot rotate. Without update permission the Rotate link button is not shown at all, while Copy link, Copy iframe and Download QR stay available. Nothing is broken — that is the read-only view, and it is what any colleague without update permission sees, whatever your plan.
    Screenshot — When sharing is refused or unavailable

    The card as a read-only colleague sees it: all three share actions, no Rotate link.

  • What you have now

    You have one link, one embed snippet and one QR code that between them offer every form you have opted in, each recorded as its own channel so you can tell them apart in your submissions. Adding or removing a form from the set takes one switch and takes effect immediately, and a single Rotate link retires all three at once if you ever need to.

  • Tips and related guides

    • Re-share every channel after a rotation — the old link, embed and QR die together and nothing warns the people using them.
    • Use the channel that matches the placement so each one lands under its own Channel value — the embed and QR carry a ?c= tag, the bare link is the untagged one — and compare them on the Submissions tab’s Channel column.
    • Keep public titles distinct and read the dropdown as a visitor before publishing; visitors never see your internal form names.
    • Paste the link somewhere durable when you copy it — the card never shows it again.
    • Read the card’s Offering line before you share: it is the quickest answer to which forms the link is offering right now, on web and in the mobile app alike.
    • Related: create and share a public intake form and review and approve form submissions.

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