Form builder
Create a new form, basics, settings, branding
Form builder
The form builder is the "window" where a form comes to life. Here you set basics, appearance, and behavior rules.
Where to find it
Forms → + New form button. Or existing form → Edit.
Steps
1. Basics
- Name (e.g., "Beauty consultation")
- Type (Appointment, Consultation, Intake, Consent, Feedback, Custom)
- Description (customer sees at the top)
- Purpose (short why)
2. Appearance (branding)
- Header image (or salon logo)
- Brand color (from tenant Settings, or custom)
- Confirmation message (what customer sees after submit)
3. Settings
- Signature required (toggle, e-signature mandatory)
- Draft saving allowed (toggle, customer can pause)
- Show progress bar (toggle)
- Token expiration (default 30 days)
4. Fields
Field adding in a separate article: Field types and conditional logic
5. Service linking
Link form to one or more services (FormServiceLink). When customer books these, form goes out per trigger rule.
6. Trigger rule (automation)
- Never (manual only)
- Before appointment (X hours before)
- After appointment (X hours after)
- Booking event (immediately on booking)
- After payment
7. Active / Inactive
Drafts → Activate to go live.
Order and grouping
Drag-and-drop fields to order. Section headings (Heading field) for groups ("Personal data," "Health questions").
Field width
Per field:
- Full (full width)
- Half (two fields per row)
- Third (three fields per row)
Useful for "First name" + "Last name" inline.
Customer profile mapping
A field value can auto-save to customer profile. E.g., email field → customer.email, phone → customer.phone, birthday → customer.birthday. No retyping.
Validation
Per field:
- Min / max length (text)
- Min / max value (number)
- Required (mandatory)
- Help text (sub-label)
When to use it
Scenario 1, quick Feedback form 3 fields: star rating, comment, improvement suggestion. 30s fill, high response.
Scenario 2, detailed Consultation 20 fields in groups (Health, Skin type, Goal, Allergies). Draft saving on, it's long.
Scenario 3, Consent two-page doc Consent text in a big Text Block (read-only) plus signature field. Brand color and header image to convey seriousness.
Scenario 4, Intake with profile mapping New customer intake. Phone field → maps to customer.phone, email → customer.email. On submit, everything saves automatically.
Scenario 5, Custom birthday form "Favorite service? Birthday wish?" Collects preferences for marketing.
Tips
- Name should be clear, "Consultation" beats "Form 1."
- Confirmation message should be friendly: "Thanks, we'll confirm in X business days."
- Always enable draft saving for longer forms, customer hits a snag somewhere.
- Customer profile mapping helps: no retyping, form fills automatically.
- Header image strengthens brand, don't leave blank.
- 30-day token is default, can be longer / shorter (e.g., 7 days for urgent forms).