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Collect leads, bookings and email sign-ups

Use a Form block, a Calendar block and email sign-up to collect contacts and bookings from your portal.

Written By AloPortal

Last updated About 1 hour ago

Not every visitor is ready to pay today. Collect their details, let them book a call, or invite them to your mailing list, and you can follow up later.

💡 Quick answer: add a Form block for leads, a Calendar block for bookings, and turn on email sign-up in Portal settings → Portal.

🛠️ Collect leads with a Form block

1

Add a Form block

Click Portal designer in the left sidebar and add a Form block from the Advanced group of the Elements panel. On a phone, tap Add in the designer's bottom bar.

2

Add a title and description

Give it a Title and a short Description.

3

Pick the form fields

Under Form fields, pick what to ask: First name, Last name, Email, Phone number, or Custom for your own question. Email is always included.

4

Add a checkbox and button text

Optional: fill in Checkbox text to add a checkbox (for example, "I agree to be contacted") and set the button's Call to action text.

5

Choose what happens next

Under After someone submits, choose Show a thank-you message or Open a link. For a link, paste the address and choose whether it opens in a new tab. Then press Save all.

With Open a link, visitors go straight to your link once their answers are sent. If you picked a new tab, they see a thank-you line with a Continue button that opens it, so their browser doesn't block it as a pop-up.

Every answer lands in Dashboard → Leads. That tab appears after your first submission, and you can search it or export it as a CSV. The CSV has a column for each of your custom questions too.

🛠️ Take bookings with a Calendar block

1

Add a Calendar block

Add a Calendar block and paste your booking link from Calendly or Cal.com.

2

Choose the display

Under Display, choose an Inline calendar right on your page or a Booking button.

3

Press Save all

Press Save all.

✅ Good to know: Form and Calendar blocks can be members-only, so you can offer booking or a request form as a perk of a plan.

⚙️ Grow your mailing list

1

Turn on Email sign-up

In Portal designer, click the gear button (Portal settings), or tap Settings in the bottom bar on a phone. On the Portal tab, turn on Email sign-up. (You'll find the same switch on the Integrations tab.)

2

Press Save all

Press Save all. A Get updates box appears on your portal.

3

Watch sign-ups confirm

New sign-ups get an email asking them to confirm. When they confirm, your portal tells them they're subscribed. You'll find everyone in Dashboard → Mailing list, with people who haven't confirmed yet shown as pending.

Write to them any time from Broadcasts, or export the list as a CSV from Integrations.

❓ Questions

Calendly and Cal.com work best. Other booking links may not display inside your page, so test yours in the preview first.

Yes. In Dashboard → Leads, open the actions for that person and choose Remove.

They haven't confirmed from the email we sent them yet. Only people who confirm get your emails.

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🆘 Need a hand?

Message us from the app: click Help & feedback at the bottom of the left sidebar. On a phone, tap the menu at the top-left first. We'll help you out.

Still need help? Ask the team