How to Use FormBee

how to use formbee

Find out some of the ways our users take advantage of the powerful flexibility of linking forms and data management.

If you’re tired of juggling unwieldy links to Google Sheets link or shared spreadsheets, FormBee provides a powerful alternative. Instead of manually updating online spreadsheets, you can create a single form (or set of forms) that multiple people fill out on a regular basis—ideal for timesheets, status reports, sales logs, or daily progress updates.

There’s no extra cost for your team or volunteers to submit entries, and the form owner can modify the form’s fields and layout at any time without disrupting existing data. Additionally, FormBee’s built-in privacy controls let contributors see only their own submissions, while owners have a central dashboard to review and manage all entries.

This level of flexibility, security, and scalability makes FormBee a far more efficient solution for organizations seeking to replace or enhance their current spreadsheet-based workflows.

Example use cases of forms completed by a team on a regular basis

Below are example use cases where one or more forms are regularly filled out by multiple people, yet each individual only sees their own submissions.

01. Event Registration & Attendance Tracking

Scenario: You organize multiple events and need a clear system to manage registrations, attendee details, and attendance records.

How to Set It Up:

Create a “parent” form for each event (e.g., event name, date, and location).
Create a “child” form for attendee registration, linked to the parent event.
Add an optional “attendance” child form to mark who actually attends.
Why It Helps: Makes it easy to see how many people registered versus how many showed up, aiding in planning and post-event analysis.

02. Marketing Campaign Management

Scenario: You run multiple marketing campaigns and want to track leads, communications, and results in one place.

How to Set It Up:

Create a “parent” form for each campaign (e.g., campaign name, start/end dates, goals).
Create one or more “child” forms for lead submissions, email newsletters, social media posts, or other campaign activities.
Why It Helps: Centralizes all campaign data, making it easier to evaluate effectiveness and ROI without juggling multiple spreadsheets or platforms.

03. Job Application & Hiring Process

Scenario: You need to manage various job postings, track candidate applications, and schedule interviews.

How to Set It Up:

Create a “parent” form for job postings (each entry represents a specific position).
Create “child” forms for candidate applications and interview feedback.
Why It Helps: Streamlines the entire hiring pipeline, from posting a job to gathering applications and conducting interviews—all within one system.

04. Course Enrollment & Academic Tracking

Scenario: You offer multiple courses and want to track student enrollments, assignments, and exam results.

How to Set It Up:

Create a “parent” form for each course (course name, instructor, schedule).
Create child forms for student enrollments, assignment submissions, and exam results.
Why It Helps: Provides a complete overview of each student’s progress and performance, reducing administrative work and improving academic tracking.

05. Real Estate Property & Tenant Management

Scenario: You manage multiple rental properties and need to keep track of tenant information, leases, and maintenance requests.

How to Set It Up:

Create a “parent” form for each property (property address, type, monthly rent).
Create child forms for tenant info, lease agreements, and maintenance requests.
Why It Helps: Offers a centralized place for property and tenant records, making it easier to handle renewals, address repairs, and stay organized.

06. Vendor & Purchase Order Management

Scenario: You have various vendors and want to streamline purchase orders, invoices, and payments.

How to Set It Up:

Create a “parent” form for each vendor (contact details, contract terms).
Create child forms for purchase orders, invoices, and payment tracking.
Why It Helps: Simplifies record-keeping and ensures visibility into ongoing transactions and outstanding payments, all linked to the correct vendor.

07. Quality Assurance & Incident Reporting

Scenario: You need to track quality checks or incidents within a production or operational environment.

How to Set It Up:

Create a “parent” form for each product line or project.
Create child forms for incident reports, corrective actions, or QA checklists.
Why It Helps: Ensures accountability and compliance by recording all incidents and resolutions, making it easier to address recurring issues and improve processes.

08. Healthcare Patient Intake & Follow-Ups

Scenario: A small clinic or telemedicine practice wants to manage patient intake forms, follow-up appointments, and medical records.
How to Set It Up:

Create a “parent” form for new patient intake (personal details, insurance info).
Create child forms for follow-up appointments, test results, or treatment plans.
Why It Helps: Centralizes patient data for easy access, ensuring consistent record-keeping and a smoother experience for both patients and staff.

09. Customer Feedback & Support Ticketing

Scenario: You want to gather user feedback and handle support tickets for your product or service.
How to Set It Up:

Create a “parent” form for each customer account or product.
Create child forms for feedback submissions, support tickets, and resolution details.
Why It Helps: Consolidates customer interactions, making it easier to spot trends, respond to issues faster, and improve customer satisfaction.

10. Facility Reservation & Scheduling

Scenario: You manage meeting rooms, conference halls, or other facilities and need a system for booking and tracking usage.

How to Set It Up:

Create a “parent” form for each facility (location, capacity, available resources).
Create child forms for reservation requests, approvals, and usage logs.
Why It Helps: Provides an at-a-glance view of which facilities are booked or available, helping to avoid scheduling conflicts and improve resource management.