Forms & payments quickstart

WordSafe forms replace Gravity Forms, WPForms, Contact Form 7, and WooCommerce Checkout — one unified builder with Stripe baked in.

Create a form

1. Forms → New form.
2. Drag fields from the left rail: text, email, phone, select, checkbox, file, date, address, signature, payment.
3. Configure each field — label, placeholder, required, validation, conditional logic.
4. Save.

Embed a form

• Page builder — drop the Form widget on any page and pick the form.
• Shortcode — [wordsafe-form id="contact"] in any rich text block.
• Headless — use the Forms API from a custom frontend.

Submissions

Every submission lands in Forms → Submissions. Filter, export CSV, or push to the CRM as a lead.

Notifications

Configure per-form under Settings:

• Admin email
• Customer autoresponder
• Slack / webhook
• CRM lead creation (with owner assignment)

Payments

Add a Payment field to accept Stripe payments inline:

• One-time or subscription
• Fixed price or user-chosen amount
• Coupon codes
• Tax + shipping (calculated server-side)

Stripe test/live mode toggle is in Settings → Payments. See Stripe setup.

Next steps

• Form fields & logic
• Stripe payments
• Bookings & scheduling
• Notifications & automations