Form Builder

The form builder lets you create custom intake forms for leads, clients, and trip questionnaires. Forms use a two-column layout with your field list on the left and a live preview on the right.

Layout

Panel	What it shows
Left (field list)	All form fields in order — drag to reorder, click to edit
Right (live preview)	Real-time preview matching the public form appearance

The preview updates instantly as you add, remove, or edit fields.

Display Modes

Toggle between two modes at the top of the builder:

• Scroll — all fields on one scrollable page
• Paginated — one field per page with step indicators and Next/Previous buttons

Field Types

The builder supports 18 field types:

Type	Use for
Text	Short text input
Email	Email address with validation
Phone	Phone number
Textarea	Long-form text
Number	Numeric input
Currency	Dollar amounts
Date	Single date picker
Date Range	Start and end dates
Select	Dropdown menu
Radio	Single choice from options
Checkbox	Yes/no toggle
Checkbox Group	Multiple selections
Pill Select	Visual pill-style multi-select
Address	Full address with autocomplete
Content Card	Informational text (not a question)
Rating	Star or numeric rating
Traveler Count	Adults/children counter
Image Select	Choose from image options

Working with Fields

• Add a field — click the + button and choose a type
• Reorder — drag the grip handle on the left of each field
• Edit settings — click a field to open its settings panel (label, placeholder, required, validation)
• Duplicate — click the copy icon to clone a field
• Move up/down — use arrow buttons to shift position
• Delete — remove a field from the form

Previewing and Sharing

Click the Preview button in the form header to open the public form in a new browser tab. This shows exactly what respondents will see, including your logo and branding.

Share the form URL with clients or embed it in your website.

Desktop Required

The form builder requires a screen width of 1024px or larger. On smaller screens, a message will prompt you to switch to a desktop device.