Configure professional contact fields

Use Professional Contact when a form should collect information about someone connected to the event but not the client responding to the form. Examples include a planner, venue contact, or other vendor.

Add a Professional Contact field

1. Select Add Field and choose Professional Contact.

2. Enter Question Text (appears as bold) to explain whose information you want.

3. Add description text when the recipient needs context.

4. Turn on the sub-fields that are useful: Name, Email, Phone, Company, Website, or Role.

5. Use each sub-field's Required switch for values that must be supplied.

The Name sub-field is enabled for the contact field. A Professional Contact field does not make the person a client or a workspace member. It records the relationship information supplied in the response.

Use Contact Details instead when the information belongs to the person submitting the form. Both field types can appear on the same form when you need both the client's information and a professional contact.

This example asks for a planner or venue contact. The name is required, while Company, Website, and Role are available as optional answers.