Add an enquiry form to your website

Use Setup > Forms to add PlanMan's enquiry form to an external website. Visitors enter their contact details, the project location and their requirements. Accepted submissions become enquiries in the PlanMan account linked to the website's allowed domain.

You will need access to your website's page code, or help from the person who maintains it.

Allow your website domain

1. Open Setup > Company Details.
2. Find Allowed Domains and use the plus control.
3. Enter the hostname used by your website, such as www.example.co.uk, and use Add Domain.
4. Check that it appears in the saved list.

Use the domain name, without https:// or a page path. The form submits the current website hostname to identify your PlanMan account. Check the address visitors actually use; example.co.uk and www.example.co.uk can be different hostnames. Add the versions you need.

Install the form

Open Setup > Forms and copy the snippets displayed there. Place the script tag in the page's <head> section:

<script src="https://app.planman.app/Assets/js/enquiry.min.js"></script>

Place this container in the <body> where the form should appear:

<div id="enquiry-form"></div>

Use the script address shown in your own Forms page if it differs from this example. Add one form container per page. A website builder may require a custom-code block or access to the page header; putting the script into an ordinary text block may display the code instead of running it.

Test a submission

Open the published website page as a visitor. Complete the required contact, address and requirements fields, submit the form, and read its result message. Then check Enquiries > Active Enquiries in PlanMan to confirm the new record arrived in the intended account.

Repeated submissions using the same email are limited for five minutes. Check the enquiry list before sending another test. Notification delivery depends on the staff members' enquiry notification settings.

If the form is blank or fails to submit, check the allowed hostname, the script and container placement, and whether your website or browser blocks the PlanMan script or Google reCAPTCHA. Test on the actual website address, not just an editor preview with a different hostname.

You can also use your account's built-in /enquiry page on its usual PlanMan address. See Managing Enquiries for assigning and progressing the records after they arrive.