Form Sections
What Is a Form Section?
A Form section lets you collect custom data from guests. You build the form by adding fields (called inputs) and choosing the type for each. Guests fill out the form and their answers are saved as a submission tied to their check-in. All responses are viewable in the Guest detail page and can be included in reports.
Building a Form
Adding Fields
1. Open the Form section in the class builder.
2. Click "Add Input" (the insert button shown in the empty state or between existing fields).
3. A type picker appears. Select the input type you want to add.
4. The field is added to the form.
Reordering Fields
Drag fields up or down to reorder them. The order is saved automatically.
Editing a Field
Click on a field to open its settings. Available settings depend on the field type but generally include the label, placeholder text, whether the field is required, and for choice fields, the list of options.
Deleting a Field
Click the delete icon on a field to remove it. This permanently removes the field from the form.
Input Types
Text Fields
Short Text A single-line text input. Best for short answers like names, job titles, or brief responses.
Paragraph A multi-line text area. Best for longer answers, comments, or open-ended questions.
Display Text A non-interactive label or message. This is not a field guests fill in — it displays text on the form, such as instructions or section headings within a long form.
Selection Fields
Checkbox (Multi-Select) Presents a list of options as checkboxes. Guests can select multiple options. Starts with one default option ("Option 1") which you can rename, and you can add more options.
Multiple Choice (Radio) Presents a list of options as radio buttons. Guests select exactly one option. Starts with one default option which you can rename, and you can add more options.
Dropdown Menu Presents a list of options in a dropdown. Guests select one option. Starts with one default option which you can rename, and you can add more options.
Ministries (Team Suggestion) A special field that presents your church's Ministries as options. Guests can see and select ministries (serving teams) that may be a good fit for them. You can configure which ministries are shown or hidden for this specific field.
File Fields
User Download You upload a file that guests can download during the class. Use this to share PDFs, worksheets, or other resources.
User Upload Guests upload a file. Use this to collect photos, documents, or other files from guests. Uploaded files are accessible as a download link in the guest's submission data.
Date and Time Fields
Date A date picker. Guests select a date from a calendar.
Time A time picker. Guests select a time from a time input.
Required Fields
When adding or editing a field, you can mark it as required. Required fields must be filled in before the guest can proceed to the next section. Required fields are typically indicated to guests with an asterisk (*) or a label.
What Guests See
Guests see the form with all fields in the order you configured. They fill in the fields and click "Next" to submit the form and advance. The form submission is saved automatically when they proceed.
If any required fields are left empty, the guest is prompted to fill them in before continuing.
Viewing Form Responses
All form responses are available in:
• Admin → Guests → [Guest Name] — shows this guest's form answers for every class section
• Admin → Reports — generate a report filtered by form field values
Common Questions
Can I add the same input type multiple times? Yes. You can add as many fields of any type as you need.
Can I change a field type after creating it? No. If you need a different type, delete the field and add a new one of the correct type.
What happens to existing guest submissions if I delete a form field? Previously recorded submissions are preserved in the guest's history. Deleting a field only removes it from the form going forward — it does not erase historical data.
What is the difference between Checkbox and Multiple Choice? Checkbox allows guests to select multiple answers. Multiple Choice (radio) allows guests to select only one answer.
How do Ministry (Team Suggestion) fields work? The field shows the list of Ministries you have set up in your church. Guests can read about each ministry and indicate which ones they are interested in. This data is saved in their submission. See Ministries for more details.
Can I allow multiple selections on a question? Use a Checkbox input — guests can select multiple options. Multiple Choice (radio) allows only one answer. If you need "check all that apply," add a Checkbox input instead of Multiple Choice.
Can I keep formatting when pasting from Word? Text boxes keep some formatting when you paste, but they're simplified editors — not every Word format is supported. You may need to adjust after pasting. Send an example to support if something specific isn't pasting well.
Where can I collect a Date of Birth or other structured data? Add a Form section and use the appropriate input type (date field for DOB, text for other values). Form sections are the right place to collect structured data; you can then map those fields to automations (e.g. save to Planning Center).
Can I embed a Calendly or external scheduling link? Yes. Add a text section and put the Calendly (or any external) link in the text. Guests can click to open it in a new tab. You can do the same on the Course Completed page.
If someone misses a required question and clicks Next, what happens? The form won't submit if required fields are empty — the guest is prompted to fill them in. Scrolling to the first unanswered field is something we're improving.