Question 1

Pricing Breakdown: SmartForm, SmartRoute, and Report Costs

Accepted Answer

💸 What is the pricing for SmartForm, X-ray, and SmartRoute?

Summary: Breakdown of SmartForm subscription pricing, credit report volume rates, SmartRoute add-on cost, and optional custom buildout fees.

After your 7-day free trial, here’s how billing works:

SmartForm only: $59.99/month
SmartForm + X-ray (credit reports): $59.99/month + report costs
SmartForm + X-ray + SmartRoute: $89.99/month

Volume-based Report Costs (X-ray): Standard

$3.10 each (up to 1,000 reports/monthly)
$2.75 each (1,000+)
$2.50 each (2,500+)
$2.25 each (5,000+)
$2.10 each (10,000+)
$2.00 each (prepaid 10,000+)

Volume-based Report Costs (X-ray): Assets included

$3.40 each (up to 1,000 reports/monthly)
$3.05 each (1,001+)
$2.80 each (2,501+)
$2.55 each (5,001+)
$2.40 each (10,001+)
$2.20 each (prepaid 10,000+)

Volume-based Report Costs (X-ray): Full Credit Summary with Income

$4.00 each (up to 1,000 reports/monthly)
$3.80 each (1,001+)
$3.60 each (2,501+)
$3.20 each (5,001+)
$3.00 each (10,001+)

We only charge for successful reports.

🧾 How does report billing work?

Summary: Understand how SimpleCheck charges for X-ray credit reports, how your volume affects pricing, and when billing happens. We only charge for successful credit report pulls.

Here’s how it works:

You’re billed on a usage meter. Every $800 and every two(2) weeks.
Higher volume = cheaper per-report rate
Billing is fully automated and t

Question 2

Getting Started: How to Install and Set Up SmartForm

Accepted Answer

🛠️ How do I install and set up SmartForm?

Summary: Learn how to install and configure SmartForm with GoHighLevel or Zapier, connect your calendar and Zoom, and access your SmartForm setup portal and walkthrough video.

SmartForm currently integrates directly with GoHighLevel (GHL). If you’re using another CRM, you can push contact data via Zapier. We also support Google Calendar integration and allow hard-coded Zoom links for booking automation.

To install and configure SmartForm:

Watch the setup video | ${vimeo}SETUP VIDEO
Log into the SmartForm Portal 👉 Log In Here Use the same email you purchased with. Click Create Password, then Sign In.
Edit your booking widget Customize the look and feel:

Name your widget
Upload your logo
Toggle social proof and limited-time badges

Connect your Google Calendar In Integrations, click Connect under Google Calendar. ⚠️ If Google warns about permissions, click: Advanced → Go to SimpleCheck Portal → Continue
Connect your CRM Every lead and booking is stored in your SmartForm dashboard by default. Using GoHighLevel?

Grab your API key (GHL → Settings → API Key)
Paste it into the GHL field inside SmartForm More CRMs will appear automatically in the Integrations tab as they go live.

Set your availability Go to the Availability tab and select the days and times you want to accept booki

Question 3

Ad Optimization: How to Use SmartForm With Your Meta Funnel

Accepted Answer

✅ The SmartForm + Meta Funnel Setup

How to Qualify Every Lead, Send Meta Conversion Data and Exclude Broke Prospects Automatically

🎥 Watch The Video 🎥

🔧 Overview

Q: Billing Policy: Do You Offer Refunds?

<h3 id="whatistherefundpolicy">What is the refund policy?</h3> Summary: SimpleCheck does not offer refunds. This article outlines the no-refund policy and links to our full terms of service. We operate on a no-refund policy across all plans and services. Before purchasing, we recommend reviewing our full terms at: 👉 <a href="https://www.simplecheck.com/termsofservice">www.simplecheck.com/termsofservice</a>

In this guide, you’ll get the exact system one of our clients used to book 112 qualified calls in 7 days - while excluding unqualified leads from wasting his Meta ads budget.

This method uses:

SmartForm (lead capture + call booking + scoring + routing)
Zapier (workflow automation)
Hyros or Cometly (to tag events and sync back to Meta)

📌 You’ll also find links to set up your free SmartForm trial + optional Hyros or Cometly accounts below.

🧩 Tools You’ll Need

✅ SmartForm (7-day free trial)
🔁 Zapier (free tier works to start)
📊 Hyros or Cometly - both are fully compatible (choose your preferred platform)

🪜 Step-by-Step Setup

Step 1: Inside Your SmartForm Portal, Turn On “X-Ray SimpleCheck Reports”

Step 1.5 (optional): Enable “SmartRoute” and set routing rules

In you

Question 4

SmartForm CRM Integration: Step-by-Step Guide to Connecting Your CRM Using Zapier Webhooks

Accepted Answer

🔗 How do I send SmartForm data to my CRM?

Summary:

This article walks you through connecting SmartForm to any CRM (e.g., HubSpot, Close, Salesforce, Pipedrive) using webhooks and Zapier. You’ll capture lead data, run a live test, and map credit fields like Spendable Credit, DTI, and more directly into your CRM.

IF YOU USE GHL THERE IS A DIRECT API INTEGRATION AVAILABLE

Watch This Video

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Step-by-Step Setup:

1. Create a webhook inside your SmartForm portal

Go to your SmartForm calendar widget and add a new webhook.
Name it something like: Booking - HubSpot or Booking - Close CRM.
Set the event type to: Lead Created.

2. Create a Zap in Zapier

Go to Zapier → Create a new Zap.
Choose the app: Webhooks by Zapier.
Choose the trigger event: Catch Hook.
Skip configuration and go straight to Test Trigger.
Copy the Webhook URL provided.

3. Paste the Webhook URL into SmartForm

Go back to your SmartForm webhook setup.
Paste the Zapier webhook URL into the Webhook URL field.
Click Test Webhook.

4. Run a live lead through SmartForm (not test data)

In your SmartForm portal, open the calendar widget → Preview & Embed → Click the form link.
Book a call with yourself using real data (name, phone, em

Question 5

Billing Policy: Do You Offer Refunds?

Accepted Answer

What is the refund policy?

Summary: SimpleCheck does not offer refunds. This article outlines the no-refund policy and links to our full terms of service.

We operate on a no-refund policy across all plans and services.

Before purchasing, we recommend reviewing our full terms at: 👉 www.simplecheck.com/termsofservice

Question 6

SmartForm: Partial Submissions - Do's & Don'ts

Accepted Answer

## ${color}[#000000](What You Can & Can’t Do With Leads Captured From Partial Submissions)

SmartForm’s progressive capture technology logs input as it’s typed.

That means even if someone starts filling out your form but never clicks Submit, you still capture the data they’ve entered so far (for example, name, email, and phone). This is incredibly valuable — but it’s also important to understand how you can compliantly use that data.

✅ What You Can Do

1. Retarget with ads You can legally use partial‑submission data for retargeting, just like you would with a page‑view pixel.

Example: Someone types their email but doesn’t submit. You retarget them with Facebook or Google ads to encourage them to return. No additional consent is required for ad retargeting.

2. Store the data internally Capturing partial submissions is allowed as long as your posted privacy policy or widget terms disclose that data entered may be collected even if the form is not submitted. (SmartForm includes default terms covering this.)

3. Send emails if you follow CAN‑SPAM Under U.S. law (CAN‑SPAM), you can send marketing emails to people even if they didn’t formally opt in, provided you follow these rules in every email:

Include your valid physical mailing address
Do not use misleading subject lines or “from” information
Include a clear, working unsubscribe link
Honor opt‑outs within 10 business days
Identify the message as a solicitation if it is one Most busine

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