> ## Documentation Index
> Fetch the complete documentation index at: https://docs.yorlet.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Qualification configurations

> Build reusable forms that collect and score the details you need from a lead.

A qualification configuration is a reusable form that asks a lead the questions you need answered before you spend time on a viewing — when they want to move in, what they can afford, whether they have pets, and anything else specific to your portfolio. You design it once and use it across as many enquiries as you like.

Every configuration has its own hosted form that leads can complete in their browser. When they submit it, Yorlet records the answers on the enquiry, scores them, and writes a short summary so you can see the fit at a glance.

You can manage your configurations from the [Qualification configurations page](https://dashboard.yorlet.com/leads/qualification-configurations).

## Creating a configuration

To create a configuration, follow these steps:

1. Click **New configuration** (or press **N**).
2. Enter a **Name**. This is only used to identify the configuration internally and is never displayed to leads.
3. Turn on the **Questions** you want to ask, and set the options for each one.
4. Add any **Custom questions** of your own.
5. Click **Create**.

## Questions

Turn on any of the standard questions below. Each one can be marked **Required**, and some have extra options that let you ask follow-up details or record your own letting criteria.

* **Move-in date**: When the lead is looking to move.
* **Budget**: The lead's monthly budget.
* **Household**: How many people will live there. You can also **Ask number of occupants** and **Ask about children**.
* **Pets**: Whether the lead has pets. Use **Pets allowed** to record whether pets are acceptable for this configuration.
* **Employment**: The lead's employment status. You can also **Ask for employer name** and **Ask for income range**.
* **Smoking**: Whether the lead smokes. Use **Non-smokers only** when smoking is not acceptable.
* **Current situation**: Where the lead currently lives. You can also **Ask reason for moving** and **Ask for current landlord**.
* **Right to rent**: Whether the lead has the right to rent in the UK.
* **Guarantor**: Whether the lead can provide a guarantor if one is needed.

<Tip>
  Options such as **Pets allowed** and **Non-smokers only** tell Yorlet what you will accept, so they are taken into account when a lead's answers are scored.
</Tip>

## Custom questions

Add your own questions to collect anything the standard set does not cover. Give each question a label and choose its type:

* **Text**: A single line of text.
* **Textarea**: A longer, free-text answer.
* **Number**: A numeric answer.
* **Checkbox**: A yes or no answer.
* **Select**: One answer from a list of options you define.
* **Multi-select**: Several answers from a list of options you define.

Custom questions can be marked required in the same way as the standard ones, and **Select** and **Multi-select** questions need at least one option.

## Sharing the form

Each configuration has a hosted form URL, shown in the **URL** column on the configurations table, and a form token (`qct_…`) in the **Form token** column. Click the copy icon to copy either value, or open the configuration to copy them from the details page. Right-click a row and choose **Preview form** to open the hosted form as a lead would see it, or **Copy form token** to copy the token. Anyone who completes the hosted form creates a new enquiry in your pipeline.

## Embed on your website

To put the form on a listing page instead of sending leads to the hosted URL, copy the **Form token** and a [publishable key](/development/api-keys), then follow [Embed a qualification form](/development/integrations/leads/embed-a-qualification-form). Use [Yorlet.js](/development/libraries/yorletjs) or [Yorlet React](/development/libraries/react). The form still creates an enquiry in your pipeline — you never put a secret key on the website.

On the configuration you can set **Allowed websites** to limit which origins may embed the form. Leave it blank to allow any website. If the same lead submits the form again within seven days, Yorlet updates their existing enquiry. Listing pages can pass a unit id so each property is added to that one enquiry.

If a form token is shared more widely than you intended, open the configuration, use the overflow menu (•••), and choose **Roll form token**. The previous hosted URL and any embed that still uses the old token stop working immediately.

You can also send the form to an enquiry that already exists. Open the enquiry, use the overflow menu (•••) to **Attach qualification**, then choose **Copy qualification link** or **Send qualification form**. Attaching a configuration also gives you the option to **Email the qualification form** straight away, so long as the enquiry has an email address.

To attach a configuration to new enquiries automatically, set up a [qualification route](/leads/qualification-routes).

## Managing configurations

Open a configuration from the [Qualification configurations page](https://dashboard.yorlet.com/leads/qualification-configurations) to see its details, then use the overflow menu (•••) and choose **Update** to change its name, questions, or allowed websites.

The configurations table labels each configuration `Active` or `Archived`. Archived configurations are no longer offered when you attach a qualification to an enquiry.

<Note>
  Answers already submitted against a configuration are kept on the enquiry, so changing or archiving a configuration never affects leads who have already completed the form.
</Note>