Forms customers fill without leaving WhatsApp

No website links, no “please send your name, then your date, then your time…” back-and-forth. Send a form that opens right inside the chat, the customer taps through it in seconds, and the answers land straight in your leads — tagged, thanked and synced to Google Sheets.

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F09.1 · What it is

WhatsApp Forms, explained

A WhatsApp Form is a short, tappable form that opens inside the customer's WhatsApp chat. Start from one of 11 ready forms — lead capture, appointment request, feedback, order request, callback, support ticket, event registration, quote request, job application, NPS survey and sign-up — or from a blank form with your own questions.

Live forms go a step further. Live appointment booking shows only the days and slots that are actually free, and the booking confirms the moment the customer taps. Live order walks them from product to quantity to address and payment. Every answer is saved to the contact, tagged and followed up with a thank-you message automatically — and can be exported as CSV or sent to Google Sheets on its own.

Without it
  • Customers drop off when you ask for details one message at a time
  • Website form links feel unsafe and get ignored
  • Answers end up scattered across chats and notebooks
With Cosmos Connect
  • One tap opens a form right inside WhatsApp
  • Live booking shows only free slots and confirms instantly
  • Answers saved to leads, tagged and synced to Google Sheets
F09.2 · How it works

Set up in four steps

01

Pick a form

Choose one of 11 ready forms or start blank — edit the questions, options and thank-you message.

02

Send it

From the inbox, a button on a broadcast template, or a step in the Flow Builder.

03

Customer taps through

The form opens inside WhatsApp. Live booking shows only free days and slots.

04

Answers flow in

Saved to contacts and leads, tagged, thanked, exportable as CSV and synced to Google Sheets.

F09.3 · Where it earns its keep

Real problems it solves

Clinics

Appointment booking

Patients pick a free day and slot in the form and the booking confirms instantly — no calls to reception.

Coaching

Admissions & enquiries

Course, batch and city captured in one form; every enquiry lands in the counsellor's sheet.

Salons & D2C

Orders and feedback

Live order takes product, quantity and address; an NPS survey after a visit shows who's happy and who isn't.

F09.4 · Spec sheet

What's included

F09.5 · Questions
Does the customer need to install anything or open a website?

No. The form opens inside their normal WhatsApp chat. They tap through it and submit without leaving the conversation.

Can the booking form double-book a slot?

Live appointment booking only shows days and slots that are still free, and confirms the booking the moment it's submitted.

Which plans include WhatsApp Forms?

Standard and Pro. Answers can also sync to Google Sheets, which is included on the same plans.

Put whatsapp forms to work on your number

Connect your existing WhatsApp Business number in about a minute. Fourteen days free.

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