Custom Form Fields

Standard Fields

Every event includes three standard fields that can be configured:

Name Field

• Full Name: Single field for complete name

• Split Name: Separate First Name and Last Name fields

• Can be placed in Step 1 or Step 2

Email Field

• Validated email format

• Can be required or optional

• Can be placed in Step 1 or Step 2

Phone Field

• International format support

• Country code selector

• Validation for phone number format

• Can be placed in Step 1 or Step 2

Custom Field Types

Add custom fields to collect specific information:

Text

Single-line text input for short responses.

• Use for: Company name, job title, website URL

Textarea

Multi-line text input for longer responses.

• Use for: "Tell us about your goals", "Describe your current situation"

Email

Email-formatted input with validation.

• Use for: Additional contact emails, referral emails

Phone

Phone-formatted input with country code.

• Use for: Alternative phone numbers, assistant contact

Select (Dropdown)

Single selection from a list of options.

• Use for: "What's your budget?", "How did you hear about us?"

Radio

Radio button group for mutually exclusive choices.

• Use for: Yes/No questions, preference selection

Adding Custom Fields

1. Go to your event's Form Fields section

2. Click Add Field

3. Configure the field:

   • Label: The question or field name

   • Field Type: Select from the types above

   • Placeholder: Hint text shown in the empty field

   • Required: Whether the field must be filled out

   • Step: Which form step to show the field (1 or 2)

4. For Select/Radio fields, add your options

5. Click Save

Every question you add is automatically saved to your team's question library, so you (and your teammates) can reuse it on other events. This works the same way in the SmartFlow builder and the classic form editor.

Reusing a Saved Question

Instead of building the same question twice, reuse one you've already created:

1. Click Add Field (or Add Question in SmartFlow)

2. Look for Reuse a saved question — a searchable dropdown of your saved questions, each shown with its type

3. Search by name, then select the question

4. It's added to this event as-is, already linked to the shared question in your library

The picker only shows questions that aren't archived and aren't already on the current event.

Question Identifiers

Each saved question has an identifier — a short, lowercase, underscore-separated key used internally and in CRM mappings. It's generated automatically from the question text (for example, "What's your annual revenue?" becomes annual_revenue).

• When you're creating a new question, the identifier field is shown and editable — adjust it if you want a more specific key

• Once the question has a CRM field mapping or has at least one recorded lead answer, the identifier locks and can no longer be changed (the label and answer choices stay editable)

• In the classic form editor, an existing saved question's identifier is shown read-only — rename it from Settings → Questions instead

• In the SmartFlow builder, an unlocked question's identifier can be edited inline in the question editor panel

Editing a Saved Question

Because a saved question can be used on multiple events, editing its label or answer choices updates it everywhere it's used — including live booking forms.

• If the question is only used on one event, your change saves immediately

• If it's used on two or more events, a confirmation dialog lists the affected events before saving

• From the SmartFlow and classic builders, you can choose Detach as a new question instead — this creates an independent copy linked only to the current event, leaving the original question (and every other event using it) untouched

Renaming a question doesn't affect a lead's previously recorded answer — the identifier that stores the answer doesn't change.

Configuring Options (Select & Radio)

For dropdown and radio fields:

1. Click Add Option

2. Enter the option text

3. Repeat for all options

4. Drag to reorder options

5. Click the X to remove an option

Example - Budget Dropdown:

• Under $5,000

• $5,000 - $10,000

• $10,000 - $25,000

• $25,000+

Form Steps

The booking form is divided into two steps:

Step 1: Contact Information

• Shown first

• Typically includes: Name, Email, Phone

• When completed, triggers auto-save (creates lead record)

• Calendar preview is disabled until Step 1 is complete

Step 2: Additional Questions

• Shown after Step 1 is complete

• Custom qualification questions

• Fields that inform qualification rules and scoring

Moving Fields Between Steps

1. Go to the field configuration

2. Change the Step setting to 1 or 2

3. Save changes

Best Practice: Keep Step 1 minimal (just contact info) so you capture lead data even if they don't complete the form.

Field Order

Drag and drop fields to reorder them within each step:

1. Hover over the field row

2. Click and drag the handle icon

3. Drop in the new position

4. Order is saved automatically

Validation Rules

Required Fields

• Prospects cannot proceed without filling out required fields

• Visual indicator shows required status

Format Validation

• Email: Must be valid email format

• Phone: Must be valid phone number with country code

• Name: If split, both first and last name required; each must be 2+ characters

Displaying Field Labels

Toggle whether field labels are shown above inputs:

• Labels On: Clear indication of what each field is for

• Labels Off: Cleaner look, relies on placeholders

Configure in event settings under Form Style.

Managing Your Question Library

Settings → Questions shows every saved question across your whole team in one place — reused across events or not. From there you can:

• Search questions by label or identifier

• Edit a question's label or choices (propagates everywhere it's used, same as editing from a builder)

• Archive a question to hide it from the "Reuse a saved question" pickers, or unarchive it — archiving doesn't remove it from events already using it, they keep working as before

• Delete a question, available only once it's unused on every event

• See which events use each question via the usage count

Built-in contact fields (name, email, phone) are listed read-only under a separate heading — they can't be edited, archived, or deleted.

Using Field Data

Field responses are available in:

1. Lead Records: View all responses in the Leads page

2. Qualification Rules: Create rules based on field values

3. Lead Scoring: Score leads based on responses

4. CRM Sync: Push field data to HubSpot or GoHighLevel — each saved question maps to one CRM field, no matter how many events it's used on

Best Practices

Keep Forms Short

• Only ask for information you'll actually use

• More fields = lower completion rates

• Start with 3-5 fields maximum

Use Clear Labels

• Be specific: "Company Annual Revenue" not just "Revenue"

• Use questions when appropriate: "What's your biggest challenge?"

Strategic Field Placement

• Contact info in Step 1 (captures partial leads)

• Qualification questions in Step 2

Dropdown vs. Radio

• Use Dropdown for 4+ options

• Use Radio for 2-3 options (more visible)

Related Guides

• Qualification Rules - Disqualify based on field responses

• Lead Grading - Score leads based on field responses

• Account Settings - Manage your team's question library