Custom Forms let you build reusable form templates that can be attached to any membership type. Instead of recreating questions each time, you build a form once and reuse it wherever you need to collect specific information from members.To access it, go to Membership in the left sidebar and click Custom Forms.

Creating a Custom Form

Click + Create Form in the top right corner to open the form builder. The builder lets you drag field types from the palette, arrange them on the canvas, and configure their settings in the inspector panel.

Start by filling in the basics:

• Name — An internal name for the form, used to identify it when attaching it to a membership type.
• Header Text — The heading shown above the form to members.
• Description — Optional context shown alongside the form.
• Layout Columns — Choose how many columns the fields are arranged in.

Field Palette

The Field Palette on the left lists all available field types you can add to your form, including:

• Text Input
• Email Input
• Number Input
• Date Picker
• Dropdown
• Checkbox
• Radio Buttons
• Comments
• Upload File
• Password
• Phone
• Multi Select
• Country
• Select Option

Click any field type to add it to the form canvas, or use the search bar to quickly find a field by name or type.

Form Canvas

The Form Canvas in the center shows all the fields currently added to your form. From here you can:

• Click a field to select it and edit its properties in the Field Inspector.
• Use the arrows to reorder fields, or drag them into place.
• Click the trash icon to remove a field.
• Click Preview to see how the form will look to members.
• Click Clear All to remove every field from the canvas.

Field Inspector

When a field is selected on the canvas, the Field Inspector on the right lets you configure its properties, including:

• Label — The name displayed for the field.
• Placeholder — Text shown inside the input before a value is entered.
• Tooltip — Optional helper text for the field.
• Default Value — A pre-filled value for the field.
• Required — Toggle whether the field must be filled in.
• Required Message — The message shown if a required field is left empty.
• Min Length / Max Length — Set character limits for text-based fields.

Previewing a Form

Click Preview at any point while building to see exactly how the form will appear to members, including all fields, labels, and layout. Click Close Preview to return to editing.

Once you’ve added at least one field and filled in the required basics, click Create to save the form.

Managing Custom Forms

The Custom Forms list displays all your saved form templates, showing the Name, Header Text, and the number of Mapped Fields for each form. Use the search bar to quickly find a form by name.

Click the three dot menu under Actions next to any form to access the following options:

• Edit — Return to the form builder to update fields or settings.
• View — Preview the form as members would see it.
• Duplicate — Create a copy of the form to use as a starting point for a new one.
• Delete — Permanently remove the form.

When editing a form, click Save Changes to apply your updates, or Back to Forms to return to the list without saving.