Forms Capabilities

Create and manage custom forms, waivers, and intake forms with flexible question types, bulk response requests, and comprehensive response tracking. Build forms from scratch or use templates, require forms during registration or purchase, and collect responses from customers, providers, or anonymous users.

Overview

Forms allow you to create custom forms and waivers to collect information from customers. Build forms with various question types, use templates to get started quickly, send form requests in bulk, and collect responses from logged-in customers, providers on behalf of customers, or anonymous users. Forms can be required during event registration, appointment booking, or product purchase.

Core Features

Form Creation & Management

Feature	Description	User Benefit
Form Builder	Create custom forms with drag-and-drop question ordering	Build forms tailored to your needs
Question Types	Support for text, textarea, email, phone, date, and more	Collect different types of information
Form Templates	Use pre-built form templates to get started quickly	Save time with ready-made forms
Required User Authentication	Require users to be authenticated before submitting forms	Ensure form responses are linked to customer accounts
Form Target Selectors	Configure which customers or groups should complete forms	Target forms to specific customer segments
Form Organization	Organize forms by purpose (waivers, intake, preferences)	Keep forms organized and easy to find
Form Updates	Edit forms anytime, even after responses are collected	Update forms as needs change
Form Deletion	Delete forms when no longer needed	Keep form library clean

Question Types & Fields

Feature	Description	User Benefit
Text Fields	Short text inputs for names, addresses, etc.	Collect basic information
Textarea Fields	Longer text inputs for descriptions, notes, etc.	Collect detailed information
Email Fields	Email address inputs with validation	Collect contact information
Phone Fields	Phone number inputs with formatting	Collect contact information
Date Fields	Date pickers for birthdates, event dates, etc.	Collect date information
Required Fields	Mark fields as required	Ensure essential information is collected
Field Validation	Validate field formats and values	Ensure data quality

Form Templates

Feature	Description	User Benefit
Template Catalog	Browse pre-built form templates	Find forms for common use cases
Template Categories	Templates organized by purpose	Quickly find relevant templates
Template Customization	Customize templates to fit your needs	Start with templates, customize as needed
Template Status	Templates marked as approved, draft, or archived	Use only approved templates
Default Forms	Auto-create default forms (e.g., Contact Us)	Get started with common forms automatically

Response Collection

Feature	Description	User Benefit
Customer Responses	Customers can fill out forms themselves	Enable customer self-service
Provider Responses	Providers can fill out forms on behalf of customers	Collect information during in-person interactions
Anonymous Responses	Allow anonymous form submissions	Collect information without requiring accounts
Bulk Response Requests	Send form requests to multiple customers at once	Efficiently collect responses from groups
Response Tracking	Track which customers have completed forms	Monitor form completion
Response History	View all responses for a form	Track form completion over time

Form Requirements

Feature	Description	User Benefit
Registration Requirements	Require forms during event or class registration	Collect waivers or intake information
Booking Requirements	Require forms during appointment booking	Collect health information or preferences
Purchase Requirements	Require forms during product purchase	Collect information before purchase
Multiple Forms	Require multiple forms per registration or purchase	Collect comprehensive information
Form Validation	Ensure forms are completed before proceeding	Collect required information

Response Management

Feature	Description	User Benefit
Response Viewing	View individual form responses	Review collected information
Response Search	Search responses by customer, date, or form	Quickly find specific responses
Response Filtering	Filter responses by status, date, or other criteria	Organize and review responses
Response Export	Export responses for external use	Use data in other tools
Response Privacy	Control who can view responses	Maintain data privacy

Key Capabilities

Form Building

Capability	Details
Flexible Question Types	Support for text, textarea, email, phone, date, and other field types
Question Ordering	Drag-and-drop to organize questions
Required Fields	Mark fields as required to ensure essential information is collected
Field Validation	Validate field formats and values to ensure data quality
Form Templates	Use pre-built templates or create custom forms
Required User Authentication	Require users to be authenticated before submitting forms
Form Target Selectors	Configure which customers or groups should complete forms

Response Collection

Capability	Details
Multiple Collection Methods	Collect responses from customers, providers, or anonymous users
Bulk Requests	Send form requests to multiple customers efficiently
Response Tracking	Track which customers have completed forms
Response History	View all responses for a form over time
Form Requirements	Require forms during registration, booking, or purchase
Multiple Forms per Event	Require multiple forms during registration (waiver, cancellation agreement, additional forms)

Form Management

Capability	Details
Form Organization	Organize forms by purpose and manage form library
Form Updates	Edit forms anytime, even after responses are collected
Template Management	Use templates, customize them, or create new ones
Default Forms	Auto-create default forms for common use cases
Form Deletion	Remove forms when no longer needed

Customization Options

Option	What Users Can Customize
Question Types	Choose from text, textarea, email, phone, date, and other field types
Question Ordering	Drag-and-drop to organize questions
Required Fields	Mark fields as required
Field Validation	Set validation rules for fields
Form Templates	Use templates or create custom forms
Required User Authentication	Require users to be authenticated before submitting forms
Form Target Selectors	Configure which customers or groups should complete forms
Response Collection	Choose who can fill out forms (customers, providers, anonymous)
Form Requirements	Require forms during registration, booking, or purchase
Multiple Forms per Event	Require multiple forms during registration (waiver, cancellation agreement, additional forms)

Limits & Constraints

Limit	Details
Form Questions	Add unlimited questions per form
Forms Per Org	Create unlimited forms per organization
Response Collection	Collect unlimited responses per form
Bulk Requests	Send form requests to unlimited customers
Form Templates	Use unlimited templates
Required User Authentication	Require users to be authenticated before submitting forms
Form Target Selectors	Configure which customers or groups should complete forms
Required Forms	Require multiple forms per registration or purchase

Advanced Features

Form Analytics

Feature	Description	User Benefit
Response Rates	Track form completion rates	Monitor form effectiveness
Response Analytics	Analyze response data	Understand customer information
Completion Tracking	See which customers have completed forms	Follow up with incomplete forms
Form Submission Flows	Trigger automations and workflows when forms are submitted	Automate follow-up actions after form completion
Response Trends	Track response trends over time	Identify patterns

Integration Capabilities

Feature	Description	User Benefit
Registration Integration	Require forms during event or class registration	Collect waivers or intake information
Booking Integration	Require forms during appointment booking	Collect health information or preferences
Purchase Integration	Require forms during product purchase	Collect information before purchase
Customer Portal	Customers can view and complete forms	Enable customer self-service

Integration Capabilities

Integration	What It Enables
Registration System	Require forms during event or class registration
Booking System	Require forms during appointment booking
Product System	Require forms during product purchase
Customer Portal	Customers can view and complete forms
Response Tracking	Track form completion and responses
Data Export	Export responses for external use