Planning Services Hub App
Give clients one place to request planning services, book consultations, and share project details with the Planning Services Hub App, a Jotform app template that keeps inquiries and follow-ups organized for planners and agencies.

Use your camera to scan the QR code and preview the app on your device.
Planning Services Hub App brings your planning services into one place so clients can request help, book a consultation, and share project details without confusion. It’s a practical fit for planning consultants, project coordinators, agencies, and independent specialists who manage multiple inquiries at once and need a clear front door for new work. Visitors can start with a service request, schedule time to talk, and submit intake information, while your team can point prospects to sample projects to set expectations and speed up decision-making.
With Jotform App Templates, you can launch a polished self-service experience using a no-code app builder and a drag-and-drop interface that’s easy to tailor to your process. Connect the app to your Jotform forms and tables to support data collection and keep requests organized across your workflow, then share a single link for clients and internal staff. As demand grows, update pages, adjust navigation, and keep every planning touchpoint consistent from intake to follow-up.
It’s used as a central hub where clients can request planning services, book a consultation, submit project intake details, and review sample projects so they know what to expect before working with you.
Include clear pathways to your key actions such as a planning service request form, a consultation booking form, and a project details intake form. Many teams also add a page that showcases sample projects and an internal admin view that links to tables for tracking all requests and bookings.
Use it when you’re receiving planning inquiries through scattered channels and want a consistent intake flow. It’s also helpful when your services require an initial consultation and structured project information before you can provide timelines, estimates, or next steps.
Planning consultants, agencies, coordinators, and service-based teams can use it, along with operations staff who triage incoming requests and manage follow-ups. It also works well for small businesses that want a client-facing entry point plus an internal tracking overview.
It reduces missed inquiries, shortens the time it takes to gather project requirements, and gives clients a straightforward self-service experience. On the admin side, it supports better workflow visibility by keeping service requests, consultations, and project intakes organized in linked tables.
Yes. You can rearrange pages, update headings and text, and adjust the navigation so the most important actions like requesting services or booking a consultation are always easy to find.
Yes. Share the client-facing hub with a link or QR code, then use the admin and tracking area internally to review all service requests, consultations, and project intake entries in one place.
Responses from the connected forms are stored in Jotform and can be viewed in linked tables for ongoing tracking. This makes it easier to monitor status, follow up with clients, and keep project intake information consistent across your team.
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