Creating Forms

Build custom forms to collect information from your congregation. You can create forms for event registrations, surveys, visitor cards, membership applications, and more. Forms can be linked to people in your database or used as standalone pages with their own public URL.

Before You Begin

• For People forms (linked to person records), you need people in your database first.
• For forms that collect payments, you must have Stripe configured for online giving.

Creating a New Form

1. Navigate to Forms from the main menu.
2. Click Add Form.
3. Enter a name for your form.
4. Choose the form type from the dropdown:
   • People — Associates submissions with people records in your database.
   • Stand Alone — Creates an independent form with its own public URL, ideal for external registrations.
5. Click Save to create the form.

Your new form will appear in the list. Click on it to start adding questions.

Adding Questions

1. Open your form and go to the Questions tab.
2. Click Add Question.
3. Select a field type from the Provider dropdown. Available types include:
   • Textbox — For short text answers
   • Date — For date selections
   • Email — For email addresses
   • Phone Number — For phone input
   • Multiple Choice — For selecting from predefined options
   • Payment — For collecting payments
4. Enter a Title and optional Description for the question.
5. Check Require an answer if the field is mandatory.
6. Click Save.
7. Repeat to add more questions.

warning

The Payment field type requires Stripe to be configured. If you haven't set up online giving yet, see Online Giving Setup before adding payment fields.

Managing Form Members

1. Open your form and go to the Members tab.
2. Search for a person and add them with a role:
   • Admin — Can edit the form and view all submissions.
   • View Only — Can view submissions but cannot edit the form.

Configuring Form Properties

You can update your form's name and settings at any time. For Stand Alone forms, you will also see a unique public URL that you can share with anyone.

tip

Stand Alone forms are great for event registrations. Share the public URL via email, social media, or embed the form directly on your church website.

info

To embed a form on your B1 website, go to your website editor, add a new section, and select the Form element. Then choose the form you want to display. See Managing Pages for details on editing your website.