Custom forms let you collect information on your own terms — a checklist for load-in, a waiver, anything you'd otherwise track on paper. Build one from Settings, then Forms, and choose where it shows up. From there you can also publish a form, and see every form you've published and how much it's been used.

Create a form

1. Click Settings, then Forms.

   

2. Click Create a form.

3. Click Add Question, then pick a question type from the list.

   

4. Click the Form settings icon to give the form a title and description.

Choose where the form appears

A new form is already set to appear directly on a booking. If you'd rather send it to a customer instead, open the form's settings and, under General, change Form is usable in these areas of the platform:

• Venue Signup — the form appears on a booking, ready to fill in
• Survey, Request or Recurring Request — the form is sent instead

A form can only be one of Survey, Request or Recurring Request — not more than one.

Publish a form

A form has to be published before it can be used.

1. In the form editor, click Save Form.

2. Click Exit to leave the editor.

3. Find your form under Form templates and click Publish.

4. Fill in Published name — this is the name your team sees when they use it.

   

5. Click Publish.

Fill in a form on a booking

A form set to Venue Signup appears on the booking itself.

1. Open the booking from your venue's Events page.

2. Click the Forms tab.

   

3. Click the + button.

4. Choose the form you want to fill out.

5. Fill in the fields, then click Add.

View or edit a submitted form

On the booking's Forms tab, click the eye icon next to an entry to see what was submitted, or the pencil icon to change it.

Delete a form entry

1. On the booking's Forms tab, click the trash icon next to the entry.
2. Click Delete to confirm.