Application Forms

Application forms are your public top-of-funnel. Each form is tied to a platform and lives at a public URL — no login required for applicants.

Creating a form #

Create a form under the Forms area. Its Application form name is shown to applicants as the title of the form. Under Introduction you can write a few lines for applicants; they appear at the top of the form, under its title and above the questions, as plain text with your line breaks kept. Leave it empty and the form starts with its questions.

Give the form a Link name: the short, lowercase slug that identifies it in the public URL. As you type, the form shows you the exact link it will produce:

/{workspace}/apply/{link-name}

On the Agency plan, once your own domain is verified and its HTTPS certificate is active, the link shown and copied is on that domain; otherwise it is on Live Agent Pro's.

The link name cannot be changed after the form is created, so pick one you are happy to print. The field is disabled on the edit screen for that reason; if you need a different link, duplicate the form and give the copy a new one.

A deleted form no longer has a public link, and its link name can be used again by a new form. Once a new form with that link name is Live, an old printed link opens it; until then the old link returns "not found". Two forms cannot have the same link name at the same time.

To bring a deleted form back, show it with the Deleted records filter and choose Restore, or undo its deletion in the Audit Log. It comes back as it was: a form that was Live is live again at the same link. While another form holds its link name, it can't come back: Restore then says why, and names that form if you can open it. A deleted form's page opens read-only; restore it to change it.

New forms start with five standard questions already in place — first name, last name, email address, phone number, and date of birth — all required, and all mapped onto the matching contact fields. Edit or remove them, and add your own. They are written in your agency's language, whoever creates the form. A form that already exists keeps the wording it was given.

Questions #

Each question is one of seven types:

Type	What the applicant sees
Contact field	A question whose answer lands directly on the new contact record — first name, last name, email, phone, date of birth, gender, Instagram, platform ID, notes, or Lead source. Give a Lead source question options and the applicant picks one; the chosen option is what the contact keeps.
Short text	A single line, up to 500 characters.
Long text	A paragraph box, up to 2,000 characters.
Number	A numeric answer, rejected on submit if it isn't one.
Date	A date, rejected on submit if it isn't one.
Single choice	A list of choices you write yourself; the applicant picks exactly one, and anything else is rejected.
Checkboxes	A list of choices you write yourself; the applicant ticks any of them, and anything else is rejected. Mark it required to need at least one. The review screen shows the ticked choices as they were when the applicant answered.
Custom field	One of your custom fields on a contact or a platform record, asked with that field's own input (yes/no, a list of options, a number, a date or text) and checked against its type. On Accept the answer is written into that field. Only fields the accepted host will show can be chosen: your whole agency's for a form in no sub-agency, the form's sub-agency's otherwise, and on a platform record, fields for the form's platform or for every platform.

Every question has an internal label (what you call it), the wording the applicant reads, optional helper text, a required switch, and an order that controls how the form reads. Validation is enforced on the server by type, not just in the browser, so a crafted submission can't slip a non-date into a date question.

Answers to your own questions are stored against the application and shown on the review screen labelled with the question you asked — see Reviewing Applications.

Above the submit button the form shows a short notice, in the applicant's language, that the form is operated on your behalf by Pelton Solutions LLC, the provider of Live Agent Pro, with links to the Host Privacy Notice and the Host Terms. It appears on every plan, and it is a notice, not a checkbox: the applicant is not asked to agree to anything there.

Showing a question only for some answers #

A question can be shown only when an earlier question is answered a certain way: for example, "Which one?" only when "How did you hear about us?" is answered "Other". In the question's settings, pick the earlier question under Show this question only when, then the answers that show it. The earlier question has to offer answers to pick from: a single-choice question, a checkboxes question (it shows the question when any of the answers you picked is ticked), a Lead source question with options, or a custom field that is a list or a yes/no.

On the form, the question appears as soon as one of those answers is picked, and goes away if the answer changes. A question that isn't shown isn't required, and anything typed into it isn't saved with the application, so the review screen and Accept only see answers to questions the applicant was shown.

First and last name questions are always shown. If the earlier question is deleted, moved after this one, or no longer offers the answers you picked, the question is shown to everyone, and the Shown when column of the questions list says why. Duplicating a form keeps its conditions.

Sharing it #

The form's page opens with its public link, shown in full with a one-click copy button, plus Preview form, which opens the live page in a new tab so you can see exactly what an applicant sees.

Next to it is a Live / Not live badge. A form is only reachable while it is live — the public link returns "not found" until you mark it publicly accessible, which is what stops a half-built form from collecting real applications. The same badge and a copyable link column are on the forms list.

Share the link anywhere: your link-in-bio, ads, recruiters. The public page renders in the applicant's language where available.

To show the form in a pop-up on your own website, see Embed your application form on your website.

Duplicating a form #

Duplicate form copies a form and all its questions — useful for running the same intake on a second platform or a second campaign. The copy is named "(copy)", gets its own free link name, and is created not live on purpose, so you review its questions and link before anyone can reach it. It keeps the form's Status on accept and Substatus on accept.

Per-form analytics #

Each form tracks its own conversion funnel: total, pending, accepted, and rejected counts, plus a conversion rate. Use this to compare sources and campaigns.

What happens on submit #

A submission creates an Application record in your queue. Nothing is created on the talent side yet — you review and decide first. See Reviewing Applications.

Status on accept #

Under Status on accept you choose the stage a host gets on this platform when you accept their application: on a new record, and on a Rejected or Retired one reopened for a returning applicant. It's Pending Interview unless you choose another. Substatus on accept can add one of that stage's substatuses for this form's platform and sub-agency; it's set as if you had chosen it on the record. If that substatus is deleted later, accepted hosts get the stage alone, and the Accept dialog says so. The same happens to a reopened record in a different sub-agency from the form's, since it keeps its own sub-agency. See Reviewing Applications.

Recruiter attribution #

A form can be associated with a recruiter so that hosts hired through it are credited to that recruiter for commission and reporting.

If that recruiter has left your agency, new hosts accepted through the form are not given a recruiter until you pick a current one on the form, and the form's edit page says so.