Custom Form Fields

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

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.

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 GoHighLevel

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 - Disqualify based on field responses
• Lead Grading - Score leads based on field responses