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Creating and Customizing Intake Forms

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

Tony Guerrie avatar
Written by Tony Guerrie
Updated over a week 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

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