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Guides for every part of OneForm, written by the team that builds it.
All systems working· Status page →GlossaryWhat OneForm's words mean: 53 terms.Frequently asked questionsQuick answers about OneForm, plans, tokens and security.Developer docsThe REST API, webhooks, embeds and AI agents (MCP).
New to OneForm? Start here
- 1Welcome to OneFormWhat OneForm does for your firm, how a form becomes a report, and where to find everything.
- 2Set up your firmThe first-run setup, step by step, and the checklist that keeps track of what's left.
- 3From your first form to your first reportBuild a form, publish it, fill it in yourself, then review and send the report OneFormAI drafts from your answers.
- 4Invite your teamInvite colleagues to your firm by email, choose their role, and manage invites that haven't been accepted yet.
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Getting startedSet up your firm, build your first form and send your first report.8 articlesFormsCreate forms with AI or a template, add questions and logic, and make them yours.16 articlesSharing and embedsSend forms to clients, put them on your website and keep out spam.6 articlesResponses and leadsFind answers, export them, score leads and see how your forms perform.9 articlesReportsHow OneFormAI drafts each report, and how you review, approve and send it.11 articlesPaymentsConnect Stripe and charge clients for reports and calls.5 articlesBookingsBooking pages, your availability, calendars, video meetings and reminders.9 articlesWorkflowsWhat happens after someone submits a form: triggers, steps and conditions.6 articlesIntegrationsConnect OneForm to the apps your firm already uses.19 articlesEmails and notificationsThe emails OneForm sends for you, your sender details and your own notifications.6 articlesTeam and accountInvite your team, choose roles and keep your sign-in secure.6 articlesPlans and billingPlans, OneAI Tokens, changing or cancelling, and plan limits.5 articlesPrivacy and securityHow OneForm protects your clients' information, and how to delete it.3 articlesTroubleshootingFixes for the problems people run into most.8 articles
Popular articles
Getting startedWelcome to OneFormWhat OneForm does for your firm, how a form becomes a report, and where to find everything.Getting startedFrom your first form to your first reportBuild a form, publish it, fill it in yourself, then review and send the report OneFormAI drafts from your answers.FormsCreate a form with AIDescribe the form you need in a sentence, or attach an existing one, and OneFormAI builds the questions, logic and report for you.FormsTour the form builderThe builder's tabs, how the question list, preview and side panel fit together, and how saving, undo and previews work.Sharing and embedsShare a form linkCopy your form's link, change the end of it, and check what clients will see before you send it.Sharing and embedsPut a form on your websiteChoose how your form appears on your site (in the page, a popup, a slider, a chat bubble or a button), preview it, and paste the code.Basic plan and up
For your clients
Answers for the people filling in your forms. Share these links with them.