Beginnerv1.6.0

Installing Formcierge (Free & Pro)

This tutorial walks you through every step of getting Formcierge running on a WordPress site — from downloading the plugin to activating a Pro license. There are two editions: a free version available on WordPress.org and a Pro version with advanced fields, AI form generation, booking calendar, and workflow automation. You only need the free version to follow along, but the Pro steps are included so you can upgrade at any time.

What you need before you start

You will need: a WordPress site (version 5.8 or later) with admin access, and a user account with the **Administrator** role. If you are installing the Pro version you will also need your **license key** — find it in your account dashboard at formcierge.com after purchasing. Keep that page open in another browser tab.

Installing the Free version — Search WordPress.org

Log into your WordPress admin and go to **Plugins → Add New**. In the search box in the top-right corner, type **Formcierge** and press Enter. The Formcierge plugin card will appear in the results. Click **Install Now**, then click **Activate** once the installation finishes. The plugin is now active on your site.

Installing the Pro version — Upload a ZIP file

If you purchased the Pro license, log into formcierge.com and download the **formcierge.zip** file from your account → Downloads. In your WordPress admin, go to **Plugins → Add New → Upload Plugin**. Click **Choose File**, select the downloaded ZIP, then click **Install Now**. After installation completes, click **Activate Plugin**.

Confirm the plugin is active

Go to **Plugins → Installed Plugins** and scroll until you see **Formcierge** in the list. Its row will be highlighted and an **Active** badge (or blue row) will indicate it is running. You will also see a new **Formcierge** menu item in the left sidebar of your WordPress admin.

Open the Formcierge Settings page

In the WordPress admin sidebar, hover over **Formcierge** and click **Settings** (or go to Formcierge → Settings). This is the global configuration page for the plugin. The **License** section at the top is where you enter your Pro key — Free users can skip the next step.

Activate your Pro license key

In the **License** section, paste your license key into the **License Key** field — it looks like a long string of letters and numbers (e.g. `xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx`). Click **Save & Activate**. Formcierge connects to the licensing server and, within a few seconds, the status badge changes from *Inactive* to **Active** in green. Pro features are now unlocked.

Explore the Settings tabs

The Settings page has several tabs across the top. **General** controls the form submission table and date formats. **Email** sets the default sender name and address for notification emails. **AI** is where you add an OpenAI or Google Gemini API key to enable AI-powered form generation. **SMTP** lets you send emails through a custom mail server instead of the default WordPress mailer.

Create your first form

Installation is complete. Click **Formcierge → Add New** in the left sidebar to open the form builder and start creating your first form. The builder opens with a blank canvas — you will learn how to use every part of it in the next tutorials.

Video Walkthrough

Watch the full step-by-step tutorial

Formcierge is now installed, activated, and (if you have Pro) your license is validated. You can create your first form by going to Formcierge → Add New in the WordPress admin menu, or continue to the next tutorial to understand the builder interface before you start building.