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Custom Forms, built around your business.
If you're relying on admin, manual capturing and endless follow-up emails, you're spending more time on admin than serving your customers. Three Peaks Custom Forms creates a simple digital onboarding journey, giving your customers a professional experience while reducing manual work for your team.
We create a branded onboarding experience for you, one that helps you capture the right information, obtain approval, and get your customers ready for payment in minutes.
Send your branded Custom Form as a link, QR code, email, Whatsapp, SMS, or add it directly to your website.
Your customer completes their onboarding and Digital Mandate in one simple journey, from any device, with no printing or paperwork.
Any duplicate information flows straight into the Digital Mandate, so nothing is captured twice, for your customer or your team.
Your customer confirms their banking details and signs digitally, giving you a compliant mandate with a complete audit trail in minutes.
Every Custom Form is built around your existing process, capturing only what you need, with your own branding throughout.
Once submitted, your customer's profile is created directly in Xero or your Three Peaks Portal, ready for collections.
Every business has its own way of working. That's why your Custom Forms can flow directly into Xero or your Three Peaks Portal, helping you work more efficiently without changing the way your business operates. Because every Custom Form includes a Digital Mandate as standard, your customers move seamlessly from onboarding into recurring Debit Order collections, with nothing extra to set up.
Every Custom Form includes a fully branded Digital Mandate as standard, giving your customers a quick, secure way to authorise recurring payments from any phone, tablet, or computer. It's a seamless digital experience that removes paperwork, reduces administration, and helps you start collecting payments sooner.
Your customers can review, verify their banking details, and sign securely from any phone, tablet, or computer, wherever it's most convenient.
Every Digital Mandate is securely authorised, creating a complete audit trail that gives you confidence and supports compliance.
Once approved, you're ready to begin recurring Debit Order collections through your preferred workflow, with no extra paperwork or delays.
Because customer information flows directly from the Custom Form into the Digital Mandate, there's no duplicate capturing, no printing, no scanning, and no unnecessary administration. Just one seamless journey from onboarding to recurring payments, creating a better experience for your customers, less work for your team, and a faster path to predictable cashflow.
Give every customer a great first impression with forms that reflect your brand.
Collect exactly what you need, accurately, the first time.
Reduce manual work and the risk of errors or missing details.
All information is stored securely in one central place.
Your team can work more efficiently with less back-and-forth.
Get new clients set up quickly so you can start doing business sooner.
Ask anything. We’re here to help.
Our Custom Forms are built around your specific business requirements. Whether you need a membership application, customer onboarding form, package selection, service agreement (SLA), enrolment form, donation form, or something entirely unique, we'll create a branded form that captures exactly the information you need.
Absolutely. Every Custom Form is fully branded with your logo, colours, and business details, giving your customers a professional, seamless onboarding experience that reflects your brand from the very first interaction.
Once submitted, the information is securely captured and can automatically create the customer record in your chosen system. If you're using our Digital Mandate, your customer can be directed straight to authorise payment, helping you reduce admin, improve accuracy, and get customers set up faster.
