Custom Forms let you build reusable form templates that you can attach to your membership types and events. Instead of recreating the same questions each time, you build a form once and reuse it wherever you need to collect extra information from members or attendees.

To access it, click Custom Forms in the left sidebar. The page lists all your saved form templates.

Creating a Custom Form

Click + Create form in the top right corner to open the form builder. If you haven’t created any forms yet, you can also click Create your first form in the middle of the page.

The builder has three parts: the Field palette on the left, the Form canvas in the center, and the Field inspector on the right.

Start by filling in the basics at the top. Fields marked with a red asterisk (*) are required.

• Name — An internal name for the form, for example “Volunteer Intake.” You use it to find the form when attaching it to a membership type or event.
• Header Text — The heading shown above the form.
• Description — Optional context shown with the form.
• Layout Columns — How many columns the fields are arranged in, for example 2 columns.

Field Palette

The Field palette on the left lists every field type you can add to your form:

• Text Input
• Email Input
• Number Input
• Date Picker
• Dropdown
• Checkbox
• Radio Buttons
• Textarea
• File Upload
• Password Input
• Phone
• Multiselect
• Country List
• State List

To add a field, double-click it in the palette or drag it onto the canvas. Use the Search by name or type box to find a field quickly. The number next to each field type shows how many of that field are on your form. Click the arrow at the top of the palette to collapse it and give the canvas more room.

Form Canvas

The Form canvas in the center shows the fields on your form. The badge at the top shows how many fields you have added. From here you can:

• Click a field to select it and edit its settings in the Field inspector.
• Drag fields to reorder them.
• Remove a field you no longer need.
• Click Preview to see how the form will look.
• Click Clear all to remove every field from the canvas.

Field Inspector

Select a field on the canvas and the Field inspector on the right shows its settings, including:

• Label — The name displayed for the field.
• Placeholder — Text shown inside the field before a value is entered.
• Options — The choices for Dropdown, Radio Buttons, Checkbox and Multiselect fields.
• Tooltip — Optional helper text for the field.
• Default Value — A pre-filled value for the field.
• Required — Whether the field must be filled in.
• Required Message — The message shown if a required field is left empty.
• Min Length / Max Length — Character limits for text-based fields.

Previewing and Saving a Form

Click Preview at any point to see exactly how the form will appear, including all fields, labels and layout.

Once you have added at least one field and filled in the required basics, click Create in the top right corner to save the form. Click Back to forms to return to the list without saving.

Using Your Form

Once saved, your form is ready to attach:

• Memberships — Select it in the Questions step when creating a membership type.
• Events — Select it in the Questions step of the event wizard.

Managing Custom Forms

The Custom Forms page lists all your saved form templates. Use the Search custom forms box to 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.
• 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.

Tip: Give each form a clear name, such as “Volunteer Intake” or “Gala Dietary Needs,” so it is easy to pick the right one when attaching it to a membership type or event.