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Quick answerWebsites & lead forms

Can customers send photos or documents only when their request needs them?

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Yes. File uploads can be part of a custom form and can appear only for the types of request that need them. A customer with a simple question does not need to see the same upload step as someone sharing project details.

Choose the file types, size limits, destination, and access arrangements for the job. Collect only information the team needs, and use a suitable secure process for sensitive documents rather than assuming every website form is appropriate.

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Quick answerWebsites & lead forms

Should customers book an appointment immediately or answer a few questions first?

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Offer booking early when customers can confidently choose the right appointment. Ask a few relevant questions first when service type, location, or another detail changes who they should meet or what kind of appointment they need.

Keep the questions tied to that decision. If an answer does not help route, prepare, or handle the request, it may not belong in the booking path. Customers should still have a useful way to get help if they are not ready to choose a time.

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