Creating a Form

This guide walks you through creating a new form from scratch, including setting the title, description, type, and initial configuration options.

Step 1: Navigate to Forms

1. In the admin sidebar, click Forms.
2. Click the Create Form button in the upper-right corner.

Note: If you have reached the form limit for your current plan, you will be prompted to upgrade before you can create a new form.

Tip: Prefer a head start? The create page has a Browse Templates banner at the top, and the Forms list has its own Templates button -- both let you start from a pre-built form with ready-made fields. See Form Templates. This guide covers building a form from scratch.

Step 2: Enter Form Details

Form Name (Required)

Give your form a clear, descriptive name. This name is displayed to respondents on the public form page and is used to generate the form's URL slug.

Examples:

• Volunteer Application
• Event Registration
• Prayer Request
• Visitor Information Card

Description (Optional)

Add a description to provide context or instructions for people filling out the form. The description appears at the top of the public form.

The description field supports rich text formatting (bold, italic, lists, links) via the built-in editor.

Tip: If your church has the AI content feature enabled, an AI Assistant panel appears below the description editor (and below the confirmation message editor in Step 6, Set the Confirmation Message). Type a prompt like "Write a description for a volunteer signup form" and click Generate to draft or improve the text automatically.

Form Type (Required)

Select the type that best describes your form's purpose. The dropdown shows exactly these five labels:

The type helps categorize your forms in the admin dashboard and can influence how submissions are handled. (Internally these are stored as the lowercase keys general, registration, application, survey, contact -- useful for API or template work.)

Step 3: Configure Form Settings

Require Login

When enabled, only users who are logged into the Member Portal can access and submit the form. Anonymous submissions will not be allowed.

Allow Multiple Submissions

When enabled, the same person can submit the form more than once. When disabled, a person can only submit once.

Send Confirmation Email

When enabled, the person who submits the form receives a confirmation email acknowledging their submission.

Notify Admins

When enabled, church administrators receive an email notification each time a new submission is received.

Step 4: Set Submission Limits (Optional)

Submission Limit

Enter a number to cap the total submissions the form will accept. Once the limit is reached, the form automatically stops accepting new responses. Leave blank for unlimited submissions.

Opens On / Closes On

Schedule the form to open and close automatically:

• Opens On -- The form will not be accessible before this date and time, even if published.
• Closes On -- The form will stop accepting submissions after this date and time.

Leave both blank if you want the form to be available indefinitely once published.

Step 5: Link to an Event or Group (Optional)

You can optionally link a form to an event or group:

• Event -- The form will appear on the linked event's page as a registration form.
• Group -- The form will appear on the linked group's page as a sign-up form.
• No Link -- The form is a standalone form with its own public URL.

When a form is linked to an event or group, it will not appear in the main public forms listing -- it is shown on its parent page instead.

Step 6: Set the Confirmation Message (Optional)

In the Confirmation Message card, enter the message a person sees right after they submit the form. A friendly default ("Thank you for your submission! We will review it and get back to you soon.") is filled in for you -- edit it to match your form's purpose.

This field uses the same rich-text editor as the description, and (if the AI content feature is enabled) has its own AI Assistant panel for generating a message.

Step 7: Save and Continue

At the bottom of the page you have two save buttons:

• Save as Draft -- Saves the form and opens the form editor so you can add fields later.
• Create & Add Fields -- Saves the form and takes you straight into the field editor to start building.

Either way, your form is created in Draft status and you land in the form editor. The form is not visible to the public until you publish it.

Next Steps

After creating the form shell, you will want to:

1. Add fields to your form using the drag-and-drop editor
2. Map fields to profiles to enable automatic data sync
3. Configure profile sync settings
4. Publish the form when it is ready to go live

Want to collect payment? Pricing is set per field inside the form editor, not on this create screen. Add a Payment (Card) field, or give a Number field a per-unit price to charge by quantity. See the field editor when you add fields.