What this does: A request is the core unit of work in Gatheroo – it’s a form you build, send to a client and use to collect information or documents. Requests can be simple (a single page with a few fields) or complex (multiple pages with conditional logic, multiple recipients, and automated reminders). This guide covers the basics of creating a new request from scratch.

How to create a new request

  1. Click Requests in the left-hand menu, then click New Request. Or use the Quick Actions shortcut on the Dashboard.
  2. Enter a Request Name – this is your internal reference, not what the client sees as the title.
  3. Select the Contact this request is for. If the contact doesn’t exist yet, add them first via the Contacts page.
  4. Click Create. The Request Builder opens.

Building your request

The Request Builder has three areas:

  • Left panel: your page and section structure, plus the field type menu
  • Canvas: where your request is visually laid out
  • Right panel: settings for whichever field, section, or page is selected
  1. Click on the canvas to select elements and edit them, or drag field types from the left menu onto the canvas.
  2. When you’re happy with the content, move to step 4. Publish in the top right.

Next steps after creating a request