This page covers features gated by Manager-tier permissions. Managers and Admins have these by default; your administrator can adjust who has them in Settings > Team.
Where to build
The form editor is split into tabs along the top:- Basics — title, description, status, confirmation message, and email notifications.
- Questions — quick-start templates and the field builder.
- Look & Feel — fonts, accent colour, and button style.
- Preview — see the form the way a customer will.
- Conversion — appears when you toggle Show advanced. Maps form answers to event fields for faster conversion.
Quick-start templates
On the Questions tab, click a quick-start template to pre-fill the form with a useful starter set:- Wedding Enquiry — contact details, event date, event type, budget range, venue, guest count, a vision text area, and an inspiration image upload.
- Corporate Event — company and contact details, event date, event type, venue, guest count, a brief text area, and a brand assets upload.
- Workshop Interest — a shorter set covering your details, session type, preferred month, and a notes field.
Field types
Ten field types are available from the buttons at the bottom of the Questions tab:- Text Input — a single line of text.
- Email — validated as an email address.
- Phone — a single-line phone number.
- Text Area — multi-line text, with a configurable row count.
- Dropdown — a select menu, with an optional “Other” entry that reveals a text input.
- Radio Buttons — pick one from a list of options.
- Checkbox — a single yes/no checkbox with its own label.
- Date Picker — a date field.
- Image Upload — customers can attach up to 5 images, each up to 10 MB.
- Section Header — a visual divider with a heading. Useful for grouping questions on longer forms.
The Image Upload field works well for mood boards and inspiration. Customers can share what they have in mind without trying to describe it in words.
Configuring each field
Click Expand on a field to edit it. Every question field has a Field Label and a Required toggle, plus a Width option (Full Width, Half Width, or One Third) so you can place fields side by side. A few field types have extra options:- Text Area has a row count.
- Dropdown and Radio Buttons take a list of options (each with a label and value). Dropdowns also have an “Other” toggle.
- Checkbox has its own checkbox label — the text shown next to the tick box.
- Section Header only has a label (no required toggle or width).
Building your form
1
Give your form a title
On the Basics tab, set a clear Form Title like “Wedding Enquiry” or “Workshop Registration”. The title appears at the top of the form your customers see.
2
Choose a template or start blank
Switch to the Questions tab and pick a quick-start template, or skip the templates and add fields one by one.
3
Add your fields
Click the field-type buttons at the bottom of the Questions tab to add fields. For each one, click Expand to set the label, width, and whether it’s required.
4
Reorder with the arrows
Use the up and down arrows on each field to move it. Put the most important questions near the top.
5
Duplicate fields if needed
If you need a similar field, click the duplicate icon on an existing field and adjust the copy. Faster than building from scratch.
6
Set your required fields
At a minimum, make sure name and email are required so you can follow up with the customer. Mark any other essential fields as required too.
7
Preview your form
Open the Preview tab to see how the form looks to a customer. Check the layout and length before you go live.
8
Save
Click Create Form (or Save Changes if you’re editing). You can come back and edit it at any time.
Common questions
Can I edit a form after it's been published?
Can I edit a form after it's been published?
Yes. You can add, remove, or rearrange fields at any time. Changes apply to new submissions — existing submissions keep the answers the customer originally provided.
How many fields should my form have?
How many fields should my form have?
There’s no hard limit, but shorter forms tend to get more submissions. Aim for 5 to 10 fields that capture the essentials (name, email, event date, event type, and a description), then gather extra details during your consultation.
Can I use different forms for different types of events?
Can I use different forms for different types of events?
Yes. You can create as many forms as you like. Many florists set up separate forms for weddings, corporate events, and workshops, each with fields tailored to that type of booking.
What file types can customers upload?
What file types can customers upload?
Image Upload fields accept any image format (JPG, PNG, and similar). Each file can be up to 10 MB, and customers can attach up to 5 images per field.
What’s next?
Form Settings
Configure confirmation messages, notifications, and other form settings.
Embedding Forms
Add your enquiry form to your website with a simple embed code.
Managing Submissions
Review, follow up on, and convert enquiry submissions into events.
Converting Enquiries
Turn submissions into events with pre-filled details.