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Building a Form

The form builder is where you design your form, configure how it behaves, and decide what information to collect. Every form has four tabs: Settings, Fields, Share, and Submissions.

The Settings tab is where you set up the basics before adding fields.

The Settings tab showing the form title, description, and access controls

  1. Open your form and click the Settings tab.
  2. Enter a Title — this is what families see at the top of the form.
  3. Add a Description if you want to provide context or instructions.
  4. Optionally upload a Header Image — a banner that appears at the top of the form. After uploading, you can adjust its size (Full, Large, Medium, Small) and position (Left, Center, Right).

These settings control who can see and fill out the form.

  • Public form — when turned on, anyone with the link can fill out the form, even people not in your system. When turned off, only families who receive a personalized link can access it.
  • Auto-create families — only available for public forms. When turned on, a new family record is automatically created in your system when someone submits. This is useful for intake or inquiry forms where you want new families to appear in your Families page after submitting.
  • Who fills this out? — choose between:
    • Anyone (no family link) — the form isn’t connected to any family or camper. Use for general surveys or feedback.
    • One per family — each family sees their own version of the form. If you add per-camper fields, those fields repeat for each enrolled camper in the family.
  • Which campers to show — when the scope is set to “One per family,” you can filter which campers appear on the form by their approval status. Leave this empty to show all enrolled campers.

The Submission Rules and Availability Window sections

  • Allow multiple submissions — when turned on, the same family can submit the form more than once. When turned off, they can only submit once.
  • Confirmation message — a custom message shown after someone submits. Leave it empty to use the default “Thank you” message.

Set dates to automatically open and close the form. This is useful for time-sensitive forms like trip permission slips.

  • Opens — the form won’t accept responses before this date
  • Closes — the form stops accepting responses after this date

Leave both empty to keep the form available whenever it’s active.

The Notifications section with email and SMS options

Turn on Notify on submission to receive an alert every time someone submits the form.

  • Email recipients — enter one or more email addresses, separated by commas. If you leave this empty, notifications go to your camp’s main email.
  • SMS recipients — optionally add phone numbers to receive a text message notification as well.

All settings save automatically as you make changes.

The Fields tab is where you design what the form looks like and what it collects.

The form builder Fields tab with the field palette on the left, the canvas in the center, and field settings on the right

The builder has three panels:

  • Left panel — the field palette, where you pick fields to add
  • Center — the canvas, showing your form’s layout
  • Right panel — settings for whichever field you’ve selected

There are two ways to add a field:

  1. Click any field in the left panel to add it to the bottom of the canvas.
  2. Drag a field from the left panel and drop it exactly where you want it on the canvas.

When dragging, you’ll see drop zones appear — above, below, left, or right of existing fields. Dropping to the left or right of a field places them side by side on the same row.

For a full list of available field types, see Field Types.

Click any field on the canvas to select it. The right panel will show that field’s settings.

A field selected on the canvas with its settings showing in the right panel

Depending on the field type, you can configure:

  • Label — the name shown above the field
  • Help text — a short description that appears below the label to guide the person filling out the form
  • Placeholder — hint text shown inside the field when it’s empty
  • Options — for dropdowns, radio buttons, and checkboxes, type each option and press Enter to add it
  • Allowed file types — for file upload fields, choose between All supported, Images only, Documents (PDF, Word), or Audio only
  • Width — how wide the field is. Choose Full, 3/4, 2/3, 1/2, 1/3, or 1/4. Fields on the same row share the available space.
  • Applies to — whether the field belongs to the Family section (asked once) or the Per Camper section (repeated for each camper)
  • Required — when checked, the field must be filled out before the form can be submitted
  • Pre-fill — for linked fields only. Automatically fills in the value already on file.
  • Read-only — for linked fields only. Shows the current value but doesn’t let the person change it.
  • Drag any field by its handle (the small icon on the left side of each field card) to move it to a new position.
  • Resize fields within a row by dragging the handle that appears between two side-by-side fields.
  • Swap sections — if your form has both Family Fields and Per-Camper Fields, click the arrows icon between the section headers to change which group appears first on the form.
  1. Select the field you want to remove.
  2. Click the trash icon in the top right of the Field Settings panel.
  3. Confirm the removal. This also deletes any submission data for that field.

In addition to input fields, you can add visual elements to organize your form:

  • Heading — a section title to break the form into logical groups
  • Text Block — a paragraph of instructions or information
  • Divider — a horizontal line to visually separate sections

When your form’s scope is set to “One per family,” the canvas is split into two sections:

  • Family Fields — asked once per family (emergency contacts, signatures, general questions)
  • Per-Camper Fields — repeated for each enrolled camper in the family (allergies, swim ability, individual health info)

When a family with three campers opens the form, they’ll see the family fields once, then the per-camper fields three times — once for each camper, with the camper’s name shown above each group.

You can move one-off fields between sections using the Applies to toggle in the field settings panel. Linked fields are automatically placed in the correct section based on what they’re connected to.