Creating and Editing Forms

Custom forms let you collect information from your congregation for any purpose: contact requests, prayer requests, first-time visitor cards, volunteer applications, event registrations, and more. You build the form in a visual form builder, configure its settings, then share it with a link or QR code.

Watch: Creating a prayer request form from start to finish

The Forms management page showing a list of forms with type tags, submission counts, and action menus — The Forms management page — your hub for all form operations

Creating a New Form

Navigate to Forms

From your admin dashboard, click Forms in the sidebar. You will land on the Forms Dashboard. Click the New Form button to get started.

Forms dashboard with the New Form button highlighted in the top-right corner — Click New Form from the dashboard or the manage page

Choose a starting point

You can start from a blank form or use one of the built-in templates to pre-populate common fields:

Contact Form — name, email, phone, and message
Prayer Request — name, email, prayer request text, and a privacy checkbox
First Time Visitor — name, email, phone, how-they-heard-about-you dropdown, interests checkboxes, and a message field

Tip

Templates are a great starting point. You can always add, remove, or rearrange fields after selecting a template.

Name your form

At the top of the Form Builder tab, type a name for your form. This is the heading respondents see when they open the form. The form cannot be saved without a name.

Using the Form Builder

The form builder has two main areas: a field list on the left where you add and arrange fields, and a live preview on the right that updates as you make changes.

The form builder showing the field list on the left and live preview on the right — The form builder with field list and live preview

Adding Fields

The left sidebar offers two ways to add fields:

Quick Add — pre-configured templates for common fields: Name, Email, Phone, and Message. Click one to instantly add it.
Field Types — all available types you can add:
- Text — single-line text input
- Email — email address with validation
- Phone — phone number input
- Text Area — multi-line text for longer responses
- Number — numeric input
- Date — date picker
- Dropdown — select one option from a list
- Radio — radio button group (select one)
- Checkbox — checkboxes for multiple selections

Note

On mobile, tap the floating + button in the bottom-right corner to open the field picker.

Configuring Fields

Click any field to open its properties panel. You can configure:

Field Type — change the type even after adding it
Label — the text shown above the field
Field Name — a technical identifier (auto-generated if left blank)
Placeholder — hint text shown inside the field
Required — toggle to make the field mandatory

The field properties panel showing label, placeholder, and required toggle for a selected field — Field properties panel for a selected field

For Dropdown, Radio, and Checkbox fields, an Options section appears where you can add, edit, and remove choices. Each option has a display label and an internal value.

Reordering, Duplicating, and Deleting Fields

Use the arrow controls on each field card to reorder fields. You can also duplicate a field to create a copy with the same settings, or delete a field you no longer need.

Previewing Your Form

A live preview panel on the right side updates in real time as you make changes. On mobile, tap the eye icon to open the preview in a dialog.

Tip

Keep forms focused and short. Forms with fewer fields get higher completion rates. Only ask for information you actually need.

Form Settings

Click the Settings tab (next to Form Builder) to configure additional options.

Form Type

Select the category that best describes your form. This sets the icon and color on the management page. Available types:

Contact Form
Plan Your Visit
Prayer Request
First Time Visitor
Event Registration
Volunteer Application
Custom Form

Redirect URL (optional)

Enter a URL to redirect respondents to after submission. This can be an external link (like a thank-you page) or an internal path. If left blank, a confirmation message is shown instead.

Confirmation Message

When no redirect URL is set, this message appears after a successful submission. The default is "Thank you for your submission!" but you can customize it.

Active / Inactive

Use the Active toggle to control whether the form accepts new submissions. Deactivating a form keeps it in your list but prevents anyone from filling it out.

Save your form

Click Save Form in the top-right corner. After saving, you are redirected to the Forms management page.

Editing an Existing Form

On the Forms management page, open the three-dot menu on any form row and click Edit Form. The form builder loads with all existing fields and settings. Changes apply to new submissions only — existing submissions retain the data collected when they were submitted.

You can also toggle a form's active status directly from the management page using the switch on each row, without opening the editor.

Deleting a Form

Choose Delete Form from the three-dot menu on the management page. A confirmation dialog warns you that deleting is permanent and removes all submissions.

Warning

Deleting a form permanently removes all of its submissions. This cannot be undone. If you just want to stop collecting responses, deactivate the form instead.

Permissions

Form access is controlled by these permissions:

forms.view — View the forms dashboard and list
forms.create — Create new forms
forms.edit — Edit form fields and settings
forms.manage — Manage submissions (mark read, archive, delete)
forms.delete — Delete forms