Formaloo Client Portal Deployment (Delivery)

Formaloo Client Portal Deployment (Delivery)

1. 01

   Create a new app in Formaloo and select the Client Portal template

   In the Formaloo dashboard, click 'Create App' and choose the Client Portal template to pre-populate portal structure, then rename the app to match the client's brand.

2. 02

   Configure the portal's access settings under the 'Sharing' tab

   Set the portal to 'Private' and generate an invite link or add client staff emails to control who can view and submit forms.

3. 03

   Build the intake form with conditional logic and required fields

   Add fields like name, email, and service type, then use the 'Logic' tab to show or hide follow-up questions based on previous answers.

4. 04

   Set up an approval workflow in the 'Workflows' section

   Create a multi-step approval process where submissions route to designated approvers in sequence, with email notifications at each stage.

5. 05

   Enable PDF generation for the submission summary

   In the form's settings, activate 'Create PDFs & Smart docs' and map form fields to a PDF template that generates a branded document after submission.

6. 06

   Connect the portal to Slack or Google Sheets for real-time notifications

   Use the 'Integrations' menu to add a Slack channel or Google Sheets destination, so each new submission triggers an update in the client's team workspace.

7. 07

   Test the end-to-end flow with a sample submission

   Submit a test entry, verify the approval routing, check the generated PDF, and confirm the notification arrives in the connected Slack or Sheets.

8. 08

   Deploy the portal on the client's custom domain

   In 'Settings' under 'Domain', add the client's domain and ensure the Business plan is active to remove Formaloo branding and enable white-labeling.