Skip to main content

Creating and Customizing Intake Forms

Build branded client forms that auto-generate events and collect custom details

Written by Tony Guerrie
Updated over 10 months ago

Summary

The Forms page in FlowerBuddy allows you to create, edit, and brand client intake forms that gather event details. These forms can be connected to templates, auto-generate events upon submission, and be customized to fit your brand’s design and information needs.

Instructions

  • Navigate to the Forms page to manage your intake forms.

  • To create a form:

    • Click Add Form

    • Enter a form name

  • Edit a form by clicking the pencil icon next to it.

  • In the form editor, you can:

    • Modify the form name and description

    • Toggle the option to automatically create an event when the form is submitted

    • Link the form to an Event Template or use default settings

    • Access a shareable link or embed code

    • Set a return URL for post-submission redirection

  • Customize the design of the form:

    • Upload a logo

    • Set background and font colors

    • Select font families

    • Add intro text (shown above the form)

    • Add confirmation text (shown after submission)

    • Set email confirmation text (included in the client confirmation email)

  • Forms include default fields:

    • Contact Details – Name, email, phone, role (editable and customizable)

    • Event Date – Single-date field for the event

  • To add more fields, use the Add Field button or plus (+) icons.

  • Available field types include:

    • Generic Text

    • Generic Number

    • Multiple Choice (dropdown)

    • Multiple Select (checkboxes)

    • Professional Contact (e.g., planner or photographer info)

    • Recipe Quantities – Linked to the selected event template

    • Timeline Items – Collect times and locations for key event segments like ceremonies and receptions

Did this answer your question?