When someone shares a ROASForm form with you as a template, their link opens a page where you can try the form and add your own copy to your account. The copy is yours: you can change anything, and nothing you change affects the original.
The page shows who shared the form, what's in it, and a live preview you can click through. The preview is only for looking: nothing you type is submitted, and nothing is booked.
Click Use this template, then Start my free trial.
Create your account and choose a plan. Accounts made from a template link get a 14-day free trial, and you won't be charged until it ends.
When you finish setting up your account, the form is copied in and opens in the form builder.
If you aren't signed in, click Use this template, then Already have an account? Sign in. After you sign in, you come back to the same page. Click Use this template again.
When you're signed in, Use this template adds the copy straight away. The line under the button shows which subaccount it goes into. To pick another one, click Change. If it isn't clear which subaccount you mean, you're asked to choose one first.
You need to be an owner, admin or editor of that subaccount. When the copy is ready, it opens in the form builder and you see Form imported successfully.
You can use the same template more than once. Each click makes a new copy, and a second copy in the same subaccount gets "(Copy)" added to its name. If you already have a copy, Open your copy takes you to it.
The copy is a draft at the top of your Forms list, not in a folder, with the same name as the original. It starts with no leads and no views.
The template brings the questions, logic, scoring, endings and design. Anything tied to the other person's account stays behind, so set these up yourself:
Calendars. Choose your own calendar on each calendar ending. You can't publish until you do. See GoHighLevel Calendar Integration or Calendly Calendar Integration.
Redirects and buttons. Add your own web address to each redirect ending, because you can't publish without one. Add back any thank-you button links and after-booking redirects you want.
GoHighLevel. If your GoHighLevel is connected, the copy is set to send its leads there, with partial submissions on. Questions are matched to your own custom fields by field key, so check the mapping and fill in any that came over empty. See Mapping Form Answers to GoHighLevel Custom Fields.
Meta Pixel. The pixel comes over switched off. Enter your own Pixel ID and turn it on, and add your Conversions API token if you use one. See How to Set Up the Meta (Facebook) Pixel.
Consent text. The copy uses the standard consent text. Point its Terms and Privacy Policy links to your own pages.
Email notifications. These come over switched off. Turn them on and add who should get them.
Images and videos. Images hosted on other websites and embedded video code aren't copied. Add them again if the form needs them.
X-Ray. Set it up again if you use it.
Then click Publish.
This link is no longer active. The person who shared the form turned the link off, or the form isn't available anymore. Ask them for a new link.
The form is already in this agency. Use Clone to copy it. The form belongs to your own agency. Copy it with Clone on the Forms list instead.
Only owners, admins and editors can import here. Choose another subaccount, or ask an owner of that one to make you an editor.
Locked. Update billing to use it. That subaccount is locked until its billing is updated.
This form has too many images to import. Ask the person who shared it to remove some images from the form.
Too many attempts. Try again in a minute. Wait a minute, then click Use this template again.
To share one of your own forms this way, see Share a Form as a Template. To bring in a form you built in GoHighLevel or Typeform instead, see Import a form from another tool.
