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How to save a CloudForm to your iPhone or iPad homepage

Overview

If you want to save a CloudForm to your iPhone or iPad homepage so that you can quickly access it this tutorial explains how to do it.

Why would you want to save a CloudForm to your iPhone or iPad Home Screen

CloudForms include many powerful automated features which speed up the tasks that you can do from your phone. Here are just a few examples of what a CloudForm can do for you.

  • Track a lead and send an email to them with your contact info.
  • Schedule a client and send them a confirmation email where they can verify their info is correct.
  • Have a client eSign a contract for a session
  • Have a client pay a deposit for a session

How to save a CloudForm to your iPhone or iPad Home Screen

  1. Email or text message the CloudForm link to the iPhone or iPad
  2. Open the CloudForm link in Safari
  3. Select the button at the bottom of the screen that looks like a box with an arrow pointing straight up. The button looks like the following image. 
  4. Select the button that says "Add to Home Screen"
  5. Enter a name for the CloudForm and click the save button.

Visual Steps From Safari Browser

Step 1


Step 2