Title: Help Center | OneForm

> How-to guides for OneForm: forms, AI reports, bookings, payments, workflows, integrations, your team and billing.

Source: https://oneform.si/help/

---

Help Center

# How can we help?

Guides for every part of OneForm, written by the team that builds it.

Popular:[Create a form](https://oneform.si/help/search/?q=Create%20a%20form)[Send a report](https://oneform.si/help/search/?q=Send%20a%20report)[Connect Stripe](https://oneform.si/help/search/?q=Connect%20Stripe)[Booking page](https://oneform.si/help/search/?q=Booking%20page)[Embed a form](https://oneform.si/help/search/?q=Embed%20a%20form)[Invite my team](https://oneform.si/help/search/?q=Invite%20my%20team)[OneAI Tokens](https://oneform.si/help/search/?q=OneAI%20Tokens)

[All systems working· Status page →](https://oneform.si/status/)

## New to OneForm? Start here

1. [1Welcome to OneFormWhat OneForm does for your firm, how a form becomes a report, and where to find everything.](https://oneform.si/help/getting-started/welcome-to-oneform/)
2. [2Set up your firmThe first-run setup, step by step, and the checklist that keeps track of what's left.](https://oneform.si/help/getting-started/set-up-your-firm/)
3. [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.](https://oneform.si/help/getting-started/your-first-form-to-first-report/)
4. [4Invite your teamInvite colleagues to your firm by email, choose their role, and manage invites that haven't been accepted yet.](https://oneform.si/help/team-and-account/invite-your-team/)

## Browse by topic

[Getting startedSet up your firm, build your first form and send your first report.8 articles](https://oneform.si/help/getting-started/)[FormsCreate forms with AI or a template, add questions and logic, and make them yours.16 articles](https://oneform.si/help/forms/)[Sharing and embedsSend forms to clients, put them on your website and keep out spam.6 articles](https://oneform.si/help/share/)[Responses and leadsFind answers, export them, score leads and see how your forms perform.9 articles](https://oneform.si/help/responses-and-leads/)[ReportsHow OneFormAI drafts each report, and how you review, approve and send it.11 articles](https://oneform.si/help/reports/)[PaymentsConnect Stripe and charge clients for reports and calls.5 articles](https://oneform.si/help/payments/)[BookingsBooking pages, your availability, calendars, video meetings and reminders.9 articles](https://oneform.si/help/bookings/)[WorkflowsWhat happens after someone submits a form: triggers, steps and conditions.6 articles](https://oneform.si/help/workflows/)[IntegrationsConnect OneForm to the apps your firm already uses.19 articles](https://oneform.si/help/integrations/)[Emails and notificationsThe emails OneForm sends for you, your sender details and your own notifications.6 articles](https://oneform.si/help/emails-and-notifications/)[Team and accountInvite your team, choose roles and keep your sign-in secure.6 articles](https://oneform.si/help/team-and-account/)[Plans and billingPlans, OneAI Tokens, changing or cancelling, and plan limits.5 articles](https://oneform.si/help/billing/)[Privacy and securityHow OneForm protects your clients' information, and how to delete it.3 articles](https://oneform.si/help/privacy-and-security/)[TroubleshootingFixes for the problems people run into most.8 articles](https://oneform.si/help/troubleshooting/)

## Popular articles

[Getting startedWelcome to OneFormWhat OneForm does for your firm, how a form becomes a report, and where to find everything.](https://oneform.si/help/getting-started/welcome-to-oneform/)[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.](https://oneform.si/help/getting-started/your-first-form-to-first-report/)[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.](https://oneform.si/help/forms/create-a-form-with-ai/)[FormsTour the form builderThe builder's tabs, how the question list, preview and side panel fit together, and how saving, undo and previews work.](https://oneform.si/help/forms/tour-the-form-builder/)[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.](https://oneform.si/help/share/share-a-form-link/)[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](https://oneform.si/help/share/embed-a-form-on-your-website/)

## For your clients

Answers for the people filling in your forms. Share these links with them.

- [Fill in a form from your accountant](https://oneform.si/help/for-clients/filling-in-a-form/)
- [Answer a form by talking](https://oneform.si/help/for-clients/answering-a-voice-form/)
- [Where is my report?](https://oneform.si/help/for-clients/where-is-my-report/)
- [Pay for your report](https://oneform.si/help/for-clients/paying-for-your-report/)
- [All 7 answers for clients →](https://oneform.si/help/for-clients/)

[GlossaryWhat OneForm's words mean: 53 terms.](https://oneform.si/help/glossary/)[Frequently asked questionsQuick answers about OneForm, plans, tokens and security.](https://oneform.si/help/faq/)[Developer docsThe REST API, webhooks, embeds and AI agents (MCP).](https://oneform.si/developers/)

Can't find an answer?

A person on the OneForm team reads every request. Mon–Fri, 9am–6pm ET. First reply within 1 business day.

[Open a support case](https://oneform.si/contact/?topic=support)[Report a bug in the app](https://app.oneform.si/ideas?view=feedback)[hello@oneform.si](mailto:hello@oneform.si?subject=OneForm%20support)

[Overview](https://oneform.si/help/)

Topics

- [Getting started](https://oneform.si/help/getting-started/)
- [Forms](https://oneform.si/help/forms/)
- [Sharing and embeds](https://oneform.si/help/share/)
- [Responses and leads](https://oneform.si/help/responses-and-leads/)
- [Reports](https://oneform.si/help/reports/)
- [Payments](https://oneform.si/help/payments/)
- [Bookings](https://oneform.si/help/bookings/)
- [Workflows](https://oneform.si/help/workflows/)
- [Integrations](https://oneform.si/help/integrations/)
- [Emails and notifications](https://oneform.si/help/emails-and-notifications/)
- [Team and account](https://oneform.si/help/team-and-account/)
- [Plans and billing](https://oneform.si/help/billing/)
- [Privacy and security](https://oneform.si/help/privacy-and-security/)
- [Troubleshooting](https://oneform.si/help/troubleshooting/)

For your clients

- [For your clients](https://oneform.si/help/for-clients/)

[Glossary](https://oneform.si/help/glossary/)[FAQ](https://oneform.si/help/faq/)[Developer docs](https://oneform.si/developers/)[Contact support](https://oneform.si/contact/?topic=support)
