> ## Documentation Index
> Fetch the complete documentation index at: https://docs.routera.io/llms.txt
> Use this file to discover all available pages before exploring further.
# Forms
> Build lead-capture forms, route submissions, and offer meeting or callback booking after submit.
Forms let you capture leads with a branded builder, optionally assign them through a [router](/kb/creating-routers), and choose what happens after submit—thank-you only, [schedule a meeting](/kb/scheduling-meetings), request a callback, or let the visitor choose.
Form builder and meeting scheduling are available on paid plans. On a free workspace, Routera prompts you to upgrade when you open Forms.
## Create a form
1. Open **Forms** in the sidebar.
2. Click **Create Form**.
3. Routera opens the form editor for the new form.
***
## Build the form
In the editor you can:
1. Edit the form **name**.
2. Add and arrange **fields** and text blocks on the canvas.
3. Adjust **design** (logo, colors, layout).
4. Customize the **success** (thank-you) page.
5. Use live **preview** to switch between the form, post-submit steps (meeting or callback), and the success page.
Save your changes before sharing the form.
***
## Lead routing and after submit
Open form **Settings** in the editor.
### Lead routing
When **After submit** is set to **Success message only**, you can optionally assign submissions through a router so the right teammate owns the lead.
### After submit
Choose one option:
| Option | What the visitor sees |
| ------------------------ | ------------------------------------------ |
| **Success message only** | Thank-you page right after submit |
| **Schedule a meeting** | Book a time, then thank-you |
| **Request a callback** | Pick a call time, then thank-you |
| **Let visitor choose** | Choose meeting or callback, then thank-you |
For **Schedule a meeting** or **Let visitor choose**, select a **router** whose members’ calendars power availability. Members need a [connected calendar](/kb/integrating-cals). Configure meeting rules such as duration, timezone, notice, and buffer as needed.
For **Request a callback** or **Let visitor choose**, select a **voice agent** that places the callback, and set delay options.
See [Scheduling meetings](/kb/scheduling-meetings) for booking from contacts and emailed time offers, in addition to form post-submit flows.
***
## Share and embed
1. In the form editor, open **Share** / **Embed**.
2. Copy the public link, or copy the embed snippet for your website.
3. Visitors open the public form (share URL or embed) to submit.
After submit, the visitor follows your **After submit** flow, then sees the thank-you page you designed.