{"schema":"exacc.help.page/1","url":"https://exacc.au/help/set-up-contact-public-form/","title":"Let new clients sign up with a public form","description":"Give new leads a web form to enter their own details. They arrive in Contacts as Pending Activation for you to approve. Protected by reCAPTCHA.","category":"Contacts","summary":"Open **Manage › Configuration › Contacts - Custom Features › Go to Public Form**, switch on **Enable Public Form**, choose which fields to show on the **Fields** tab, set your header, privacy text and the page to send people to afterwards, and click **Update**. Copy the link to your website. New sign-ups appear in Contacts under **Pending Activation** until you activate them.","lastVerified":"2026-10-04","apps":["app","public"],"processIds":["contact_public_form_setup","public_contact_form"],"start":{"label":"Open Public Form Settings","url":"https://app.exacc.au/{dbId}/contacts/public-form"},"menuPath":["Manage","Configuration","Contacts - Custom Features","Go to Public Form"],"steps":[{"step":1,"title":"Switch the form on","body":["Open **Public Form Settings** and turn on **Enable Public Form**."],"url":"https://app.exacc.au/{dbId}/contacts/public-form","image":"https://exacc.au/help/set-up-contact-public-form/step-1.png"},{"step":2,"title":"Set it up (General tab)","body":["Write the header people see (your business name is not added for you). Optionally enter a page to send them to when they are done, and your privacy policy or a link to it, with the text of the tick box they must accept."]},{"step":3,"title":"Choose the fields (Fields tab)","body":["For each field choose **Show**, **Required** or **Hide**, change its **Label** and **Description** if you like, and drag rows to change the order. Click **Update**.","Set the fields up after the General tab: saving the General tab again can put the fields back to their defaults."]},{"step":4,"title":"Put the link on your website","body":["**Copy public form link to clipboard** copies your form's address (on the Exacc hub, ending in /cnt/ and your file number). Put it behind a button on your website or in an email. It stays the same if you switch the form off and on."]},{"step":5,"title":"Approve new sign-ups","body":["People fill in the form, tick your privacy text and pass the reCAPTCHA check; they get a \"Your signup with …\" confirmation email. Their contact appears in **Business › Contacts** under **Pending Activation**. Check it, then **Activate** it (see **Find and manage contacts**)."]}],"sections":[{"heading":"Suppliers","body":["The public form is for customers and leads. There is no screen yet to set up a supplier sign-up form."]}],"related":["https://exacc.au/help/manage-contacts/","https://exacc.au/help/customise-contact-fields/","https://exacc.au/help/add-contact/"],"linkNote":"Links containing {dbId} open that screen in the business file whose id is dbId. A person can also open this help page with ?db=<dbId> to get the same links as buttons."}