Improve service and increase efficiency when you use the Client Record Form Template from Formsite. Why make new clients sit in your waiting area filling out a stack of paper forms when they can quickly and easily complete their client information forms online? Give them the opportunity to complete their information on your website prior to their appointment or offer them an electronic tablet upon arrival. You can also share the form on social media using a custom form link. This digital information sheet is perfect for any small business such as a salon business, esthetician, waxing salon, or massage therapy practice.

Use our prebuilt client record form or customize it to meet the needs of your business with our editable form tools. Collect important client details such as contact information, phone number, referral information, any allergies, personal preferences, and more. Incorporate different field styles such as a checkbox or fillable text entry to gather all of the information you need. You can also make the template into a client consent form or liability waiver. Choose to receive a notification anytime a new Client Record Form is submitted and export form data using different formats like Microsoft Excel or PDF so they can be saved to the client profile.

Simplify the way new church members sign up to be part of your congregation with the Church Membership Form Template from Formsite. This convenient registration form allows new members to sign up online and saves the church administration from having to print, track, and file mountains of paperwork. By streamlining the process you also remove the hassle for church visitors who would like to become members by allowing them to use the online form to sign up via the website or church kiosks.

Use our Church Membership Form sample or customize the form to meet the needs of your organization. This easy to use information form can easily be adapted for any type of religious organization, such as a temple or mosque as well. Collect pertinent membership information like name, phone number, best contact information, names of other family members or regular church attendees, marital status, membership transfer from another church, and more. Choose to enable optional notifications so administrators or welcoming committee members can be notified when new members sign up. All Formsite forms are mobile friendly, editable, and easy to use. Export member information into Microsoft Word, Excel, Google Sheets, PDF, and more.

Improve accounting practices and streamline processes for accounts payable with the Check Request Form Template from Formsite. This convenient Check Request Form is easy to use and will increase efficiency for processing check payment requests and check reimbursements. The payment request form can be used by employees to request check payment as a reimbursement request or as payment for services, vendors, and more. The accounts payable department will receive a notification anytime a new check request is submitted. The form is quick to review and can be exported into Excel for quick synchronization with the company accounting system. Forms can also be exported into printable files such as Microsoft Word and PDF format to be used to record check disbursement.

Use our sample Check Request Form Template or customize it to meet the needs of your business. Include important fields like payee information, related invoice number, account number, purchase order number, nonprofit tax ID, order form number, related travel expense, human resources approval code, and more. If the check will be paid via direct deposit, you can also include a field for bank account number. All Formsite forms are secure, mobile friendly and can easily be integrated into a website or shared via a custom link. Choose the method that is most convenient for you.

Simplify your change order management with Formsite’s Change Order Form Templates. Say goodbye to paperwork and ensure nothing gets overlooked when handling change orders. Clients can easily submit change requests online, and you’ll receive instant notifications for new requests. Project managers can swiftly assess the change order against the original contract, determining whether it’s a free change or requires additional charges, as well as its impact on the project’s completion date.

Utilize our pre-designed Change Order Form Template, tailor it to suit your business requirements, or create a new one effortlessly using our user-friendly form builder tools. This template is ideal for construction companies as a construction change order template but is versatile for various industries. It’s a convenient tool for businesses with established project management processes. The template is highly customizable and allows you to gather detailed information about changes to the initial plan, enabling updates to pricing, additional services, subcontractor needs, and more.

Keep your volunteers interested and assure volunteer retention. The Volunteer Satisfaction Template from Formsite makes it easy to gather volunteer feedback. This volunteer satisfaction survey is fully customizable and quick to set up. Perfect for use in nonprofit organizations or school groups. Use the convenient survey template to collect honest responses about your volunteer program from new volunteers or those who have volunteered for years. Find out how each volunteer experience has been perceived, get feedback regarding management processes, what types of volunteer opportunities they would like to see in the future, or just ask open-ended questions.

Use our basic survey template or customize it to suit the needs of your organization with our user-friendly online form builder. Save time and important funds for your organization when you switch from paper surveys. Use data collection gathered from survey responses to keep track of valuable insight like volunteer interests, response rates, and more. You can also use a custom link to share your online survey to social media channels in order to increase the response rate.

Fulfill new quote requests for potential customers fast with the Service Quote Template from Formsite. This easy-to-use price quote template is perfect for small businesses and freelancers who want a fast, efficient, and professional way to quickly deliver a job estimate to prospective clients. The quotation template is fully customizable and can even include a business logo.

Use our prebuilt quote template or create your own using our user-friendly form builder. Include all the fields that you need for your business, such as contact information, quote number, payment terms, quote expiration date, and more. Formsite customers like to use the template as a construction quote template, cleaning service proposal, or a variety of different services. All forms are mobile friendly and can be exported to Excel, MS Word, PDF, and other file formats.

Improve customer experience at your store with the Retail Customer Satisfaction Template from Formsite. Retail stores have a lot of competition and are now competing with e-commerce retail businesses more than ever. Meeting customer expectations is key to creating brand loyalty and customer retention whether you operate a discount store or a specialty retail store. This simple customer satisfaction survey will help you gather important customer feedback to see how your retail business is performing.

Use our prebuilt template, or modify it to meet the needs of your store. Perfect for both small business shops and large retailers. Find out what customers think about your retail staff members, overall store experience, return policies, how your website performs against other retail industry e-commerce sites, and more. Email customers, embed the form into your website, or share on social media. Data collected can be exported into a variety of formats and used to improve your customer journey and gain customer loyalty.

Make your restaurant stand out among the crowd. The restaurant industry is a very competitive space and customer experience is critical to staying open. Find out how customers rate you with the Restaurant Customer Satisfaction Template from Formsite. This online survey is a quick and easy way to gather feedback on the dining experience at your restaurant. Don’t wait for negative online reviews, be proactive about customer perception, and in turn gain customer loyalty. Guest satisfaction is key to running a successful full-service restaurant.

Use our convenient prebuilt template, or get started creating your own restaurant customer survey using our user-friendly form building tools. Ask customers questions related to food quality, speed of service, menu items, wait staff, ambiance, food delivery options, and more. Restaurant owners and managers can use survey feedback on the level of customer satisfaction to make improvements and entice new customers. All Formsite forms are mobile friendly and can be shared on social media to increase participation.

Improve your company’s recruitment process and the employee experience with the Recruitment Survey Template from Formsite. Don’t wait for the onboarding process to engage potential employees. This simple online survey can be used by recruiters during the recruiting process or hiring process to engage job seekers before they become new employees. When recruiters use surveys like these it not only helps the hiring manager get to know prospects better, but it also helps ensure that candidates fully understand the job description as well as the company they are applying to be a part of. Later on, human resources can revisit the survey to encourage employee engagement and determine the level of employee satisfaction.

Use our prebuilt template or create your own to match your recruiting and interview process. All Formsite forms are mobile friendly and can be completed on any device. Survey results can be exported and tracked by HR professionals using CSV, Excel, MS Word, PDF, and more. This survey is a must-do before delivering any job offers.

Streamline your process for collecting and filing certification of records with the Records Certification Form Template from Formsite. This template simplifies the way records requests are certified by offering a secure online form option to certify medical records, vital records, public records, and other types of official records. Forms can be submitted online with the necessary information and signed with a digital e-signature.

Use our convenient prebuilt template, or create your own form to suit the needs of your organization. All Formsite forms are secure and mobile friendly, so they can be safely accessed on any device, saving you time and paperwork. Choose from common form fields such as the name of requester, patient name, and telephone number. You can also include important text such as a notification of your privacy act. Form data can be exported in a variety of formats to sync with your internal database.