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First use: Your first steps with Kizeo Forms

From downloading the app to entering and saving data on your mobile device, follow these steps to get started with Kizeo Forms.

Updated this week

Kizeo Forms Pre requirements: iOS and Android

The mobile

To ensure optimal performance of the Kizeo Forms mobile application, we recommend the following specifications:

  • Processor: 2 GHz or higher

  • RAM: 3 or 4 GB

Operating System Compatibility

  • Android: Version 6.0 and above

  • iOS: Version 13.4 and above

  • Windows Phone/Windows: Not available

  • Chrome OS: Compatible with the latest official stable version that includes the Play Store

Note: Versions of the Kizeo Forms application prior to 7.0 are no longer maintained. To benefit from the latest features and improvements, please update the application regularly.

Recommendations: We recommend that your Android device runs on OS version 12 or higher, as earlier versions are no longer maintained. For iOS devices, ensure your version is 15 or higher, as versions below 15 are not maintained.

Browser Compatibility for Kizeo Forms Platform

The Kizeo Forms platform (https://forms.kizeo.com/) is compatible with the following internet browsers:

  • Chrome

  • Firefox

  • Safari

  • Edge

  • Internet Explorer 11 (not recommended; earlier versions are not supported)

We recommend regularly updating your internet browser to enhance security and ensure the best experience with Kizeo Forms.


Stage 1. Download the Kizeo Forms App

Download the application on your Mobile device on the App Store (iOS) and the Google play (Android)

Download Kizeo Forms app on the Google Play store.

Download Kizeo Forms app on the App Store.

Stage 2. Log in Kizeo Forms

Once the app is installed, open it and log in using your personal login details (ID, password, and company code) that were chosen during account creation or provided by the account administrator.

Enter your company code.

enter company code

Enter your login and password.

enter login and password

Stage 3. Select and fill in a form

Choose the form you want to use from the list created in the back-office. Enter data into each field as required by your form.

choose form

Stage 4. Reset and Explore the Form

The reset option deletes all previously entered data, allowing you to start over from the beginning if necessary.

reset form

Stage 5. Lock, Draft, Transfer to, Save

After entering data, you have four options:

1. Lock.

Lock the data to prevent further editing. This is useful for reviewing the information with clients.

lock form

2. Draft.

Save your form as a draft. The report (PDF or other formats) will not be sent by email if set up accordingly. You can retrieve it later from 'Drafts' to continue filling it in.

draft_tutorial_kf_cupoftea

3. Transfer to.

Transfer the form to another user, if the form setup allows. Refer to the transfer of data between users tutorial for more details.

4. Save.

Save the form and data on the servers. The PDF report can be emailed if configured in the form's options. Refer to the email setup tutorial for more information. You can also export the report from the back-office. For more information, see the export data tutorial.

Adding Forms to Favorites

You can add forms to your favorites by holding and swiping the desired forms to the left.

favourite_forms_tutorial_kf_cupoftea
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