--- title: "Custom Form Fields" description: "Form fields let you collect the information you need from prospects before they book." url: https://help.salescal.ai/en/articles/12-custom-form-fields collection: "Events" updated: 2026-10-19 language: en --- # Custom Form Fields Form fields let you collect the information you need from prospects before they book. ## 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](https://help.salescal.ai/en/articles/6971d4beadf15e864420da21.md) - Disqualify based on field responses - [Lead Grading](https://help.salescal.ai/en/articles/6971edb9a951f7764a484f82.md) - Score leads based on field responses - [Account Settings](https://help.salescal.ai/en/articles/6971f9c2760e95f485cae819.md) - Manage your team's question library