Hubflo makes it easy to share forms with your clients—whether that’s through the Client Portal, a public link, a direct email, or as a Global Item.
Make a Form Visible on the Client Portal
Want a form to always be available to your clients? This way clients can access and submit it multiple times.
Click the 📌 pin icon next to the form
The form will appear as a card on the Client Portal homepage
📍 Great for:
Feedback and satisfaction surveys
Contact request forms
Repeatable service requests
Note: Clients must complete a submission before starting a new one.
Share a Public Link to the Form
Prefer to send the form selectively without adding it to the portal? This is another way clients can access and submit it multiple times.
Click the 🔗 link icon next to the form
Copy the public URL
Share it via email, chat, your website, or any other channel
✔️ Good for:
Mass outreach (without making forms visible to everyone)
Flexible form sharing across platforms
Clients who aren’t logged in
Send a Form to a Specific Contact
For one-time, private submissions:
Send the form directly to a specific contact by clicking the Send to client button
The contact will receive a unique email link
The form can be submitted once
🎯 Ideal for:
Onboarding forms
Signed agreements
Client-specific data requests
Add a Form as a Global Item
If you want to include a form inside your custom Client Portal navigation, you can add it as a Global Item. Go to ⚙️ Settings > Client Portal > Global Items.
🌍 Best for:
Intake forms
Session prep
Feedback surveys