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Simply360 features

Forms and workflows

Public forms, internal steps, approvals, registrations, and record updates that move work forward.

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What’s included

DataWizards

Create guided public or internal flows that collect, update, verify, approve, charge, and write structured records.

See how platform teams use this
  • A multi-step flow can collect information, take a payment, and update records in one pass.
  • Internal wizards can guide Team Admins and Team Users through a process the same way every time.
  • A complex process can stop depending on the one person who knows all the steps.
IncludedIncluded on every plan, including Free.

Public forms

Publish public forms that write into the database, respect validation, and keep source context attached.

See how platform teams use this
  • Constituents can submit from a phone, and the answers land on the right record instantly.
  • Nobody retypes email or paper submissions into the database again.
  • Every submission can trigger a confirmation and a follow-up task automatically.
IncludedIncluded on every plan, including Free.

Intake and applications

Collect structured application or intake data and move it into review, records, and follow-up without retyping.

See how platform teams use this
  • An application can collect exactly the fields the decision needs, files included.
  • A review queue can track every application from submitted to decided.
  • Applicants can move through stages with the full history kept.
IncludedIncluded on every plan, including Free.

Registrations

Run signups for events, programs, memberships, services, or any other participation workflow.

See how platform teams use this
  • A signup can cap at capacity and close itself when full.
  • Registration answers can drive rosters, name tags, and follow-up lists.
  • Payment can happen inside the same registration flow.
IncludedIncluded on every plan, including Free.

Self-service record updates

Let people update the records they are allowed to touch instead of sending changes through email.

See how platform teams use this
  • Constituents can confirm and correct their own details through a secure link.
  • The annual information refresh can stop being a season of phone calls.
  • Changes can wait in review before touching the live record.
IncludedIncluded on every plan, including Free.

Capacity and waitlists

Set capacity, collect waitlists, and keep signup pressure visible when a session, room, event, or service fills.

See how platform teams use this
  • When capacity fills, the next signup can join a waitlist automatically.
  • An opened spot can go to the next person in line without a scramble.
  • Capacity rules stay honest — no accidentally overbooked lists.
IncludedIncluded on every plan, including Free.

Hosted wizard pages

Give any wizard a clean hosted URL so it can stand alone, be shared, or sit behind a branded website link.

See how platform teams use this
  • A form can live at a clean, branded, shareable link with no website changes needed.
  • A QR code, email, or text can point straight at one specific flow.
IncludedIncluded on every plan, including Free.

Approval workflows

Turn submissions and changes into reviewable steps before the system treats them as final.

See how platform teams use this
  • A submission can require review before it becomes a live record.
  • Approvals can route to the right person with everything they need to decide.
IncludedIncluded on every plan, including Free.

Ready to see Simply360 in context?

We can walk through the features that matter for platform teams and leave the rest out of the way.

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