Form Fields & Builder Growth+This feature requires the Growth+ plan or higher

The form builder is where you design the layout of your waivers and forms. You can add, arrange, and configure fields to collect exactly the information your business needs.

The Builder Interface

The form builder is split into several areas:

• Top bar — Shows the form name (with a back arrow), plus Save, Published/Publish, and Preview form buttons.
• Assigned to (top-left) — Shows which products and experiences the form is currently assigned to, with an edit icon to change assignments.
• Form elements panel (left sidebar) — A list of all available field types. Click any element to add it to your form.
• Form canvas (centre) — The main area where your form takes shape. Fields appear here in the order customers will see them. Your business logo is shown at the top.

Available Field Types

The following elements are available in the Form elements panel:

Element	Description	Use Case
Heading	A large heading with an optional sub-heading, for organising form sections	Separating form sections (e.g., "Personal Details", "Health Information")
Heading 2	A medium sub-section heading	Sub-sections under a main heading (e.g., "On the water")
Heading 3	A smaller sub-section heading	Finer sub-sections (e.g., "2.1 Speed limits")
Full Name	A combined first name and last name field	Collecting the customer's full name
Email	A text input with email validation	Collecting email addresses
Phone	A text input for phone numbers	Contact numbers
Signature	A signature pad for e-signatures	Waivers, rental agreements, liability releases
Text Input	A multi-line text area	Comments, special requests, medical notes, legal text
Address	A structured address field with multiple sub-fields	Collecting full mailing addresses
Single Choice	A set of options where only one can be selected	Yes/No questions, skill level, t-shirt size
Multiple Choice	A set of options where multiple can be selected	Interests, dietary requirements, equipment needed
Additional Logo	Adds an extra logo or image to the form	Branding, partner logos
Date Picker	A date selection field	Date of birth, arrival date
Short Text	A single-line text input	Names, short answers, reference numbers
Long Text	A larger multi-line text area	Detailed descriptions, additional information
Star Rating	A 1–5 star rating selector	Feedback ratings, experience ratings
Text Block	A block of formatted text that is not a form field. Use the toolbar for bold, italic, underline, bullet and numbered lists, and links	Instructions, rental conditions, codes of conduct, legal disclaimers
Agreement	A single tick-to-agree checkbox. Set the statement the customer must accept	"I accept the rental conditions", code-of-conduct acknowledgements
File Upload	An upload field for images (JPG, PNG, HEIC, WEBP) or PDFs, up to 10 MB	Driver's license photos, boater's safety or dive certifications, proof of insurance
Image	A picture you upload to show on the form — decoration only, not something the customer fills in. Align it left, center, or right	A partner logo, a safety diagram, a sponsor banner, a map

Adding a Field

1. In the Form elements panel on the left, click the field type you want to add.
2. The field is added to the bottom of the form canvas.
3. Click on the field in the canvas to select it — an edit icon (pencil), a columns icon (two bars), and a delete icon (trash) appear on the right side of the field.

Editing a Field

1. Click on a field in the form canvas to select it.
2. Click the edit icon (pencil) that appears on the right side.
3. The Edit Field sidebar panel opens with settings for that field.

Common settings include:

• Label — The question or label shown to the customer (e.g., "Full Name", "Do you have any medical conditions?").
• Placeholder — Hint text inside the field before the customer types.
• Required? — Choose Yes or No to set whether the field must be filled in before the form can be submitted.
• Options — For Single Choice and Multiple Choice fields, enter the list of choices.
• Content — For a Text Block, write the text in the formatting editor (bold, italic, underline, bullet and numbered lists, and links). Keep long terms in a Text Block and pair it with a short Agreement checkbox below.
• Agreement text — For an Agreement field, enter the statement the customer ticks to accept. Agreements are required by default, so the customer must tick the box before submitting.

4. Click Update to save your changes, or Cancel to discard them.

Place Two Fields Side by Side (Columns)

By default every field takes the full width of the form, stacked one above the other. You can put two fields side by side on the same row to make the form shorter and tidier — for example a short "City" next to a "Zip/Post Code", or a date next to a reference number.

To set it up:

1. Click a field in the form canvas to select it.
2. Click the columns icon (two bars) that appears on the right side. The field shrinks to half-width and an empty "Drag a field here" box appears beside it.
3. Drag a field into that empty box — either a new field from the Form elements panel on the left, or an existing field already on the form. The two fields now sit side by side on one row.

To go back to full width, select either of the side-by-side fields and click the columns icon again — the row un-splits and both fields return to full width, stacked.

A few things to know:

• Two columns, not three. A row holds at most two fields side by side. Make a third field a column and it starts a new row.
• On phones, side-by-side fields stack. Customers on a small screen always see one field per line, so nothing is squashed.
• An empty second column never shows a gap. If you split a field but leave the second column empty, customers simply see that field at normal full width.

Adding Images & Aligning Them

You can place your own pictures on a form for decoration — a partner logo, a safety diagram, a sponsor banner. These are display only: customers see them but don't fill anything in, and they never appear in a customer's submitted answers or the signed PDF.

1. Drag the Image element from the Form elements panel onto the form.
2. Click the upload box (the dashed area with a +) and choose a JPG or PNG.
3. With the image selected, a small left / center / right toolbar appears at the top — click to align the picture.
4. Resize it: hover over the image and drag the small square at its bottom-right corner up or down to make it smaller or bigger — exactly like the logo.
5. Want two pictures side by side? Use the columns button (just like fields) and drop a second Image beside the first.

Two Images in the Header (Logo + a Second Image)

The logo at the very top works the same way. Select it and click the columns icon — the logo moves to the left half and an "Upload an image" box appears on the right. Upload a second picture there to show, say, your logo on the left and a partner's logo on the right. Each one can be aligned left, center, or right and resized (drag the small square at its bottom-right corner) independently.

A few things to know:

• Your customers' saved answers and PDFs are unchanged. Decorative images are just for the look of the form — they're never recorded as an answer.
• On phones, side-by-side images stack so nothing is squashed.
• The logo, emails, and the printed waiver still use your main business logo from Settings — adding a second header image here only changes how the form itself looks.

Show a Field Only When Needed (Conditional Logic)

Sometimes a question only makes sense based on a previous answer. For example, you only need a customer to upload their PCOC (Pleasure Craft Operator Card) if they answered "Yes" to having one. Conditional logic lets you keep a field hidden until an earlier answer matches — so customers only ever see the questions that apply to them.

To set it up:

1. Add the field you want to show conditionally (e.g., a File Upload for the PCOC).
2. Add the question it depends on above it (e.g., a Single Choice "Do you have a PCOC?" with options Yes/No).
3. Open the conditional field's Edit Field panel and tick "Show this question only if…".
4. Build the rule in plain English: choose the earlier question, the comparison (is, is not, is at least, etc.), and the answer to match.

The field stays hidden until the customer's answer matches your rule — and appears instantly when it does. Here's what the customer sees once they answer "Yes":

A few things to know:

• You can only depend on earlier questions. The question dropdown lists fields that appear before this one, which keeps your form logic clear and prevents loops.
• Add more than one condition. Click Add another condition to add a second rule. A Match all / any option appears so you can require all rules to match or any one of them.
• Hidden questions are never required. If a field is hidden, the customer can submit without it — even if it's marked Required — and no answer is stored for a question they never saw.
• Works everywhere. Conditional logic applies on the shared form link, at widget checkout, and in survey questions — the same rule, everywhere.

Show or Hide Several Fields With One Rule (Logic)

The per-field setting above is perfect for a single question. When you want one answer to control a whole group of fields, use the Logic panel instead — set the condition once and pick all the fields it should show or hide.

A classic example: when a participant is under 14, you want to hide the driver questions, the license uploads, and the adult signature all at once.

To set it up:

1. Click Logic at the top of the form builder.
2. Click Add a rule.
3. Under IF, choose the question, the comparison (is at most, is, includes, etc.) and the answer — for example Age is at most 13.
4. Under THEN, choose Hide these fields (or Show these fields).
5. Under FIELDS, add every field the rule should affect. Each one appears as a chip you can remove with the ×.
6. Click Save.

That's it — every field you picked now follows the same rule. A field controlled by a rule shows a "This question's visibility is controlled by a rule" note in its own Edit Field panel, so you always know where to change it: back in Logic.

A few things to know:

• Hide or show. Pick Hide these fields to remove fields when the answer matches (the most common case), or Show these fields to reveal them only when it matches.
• One rule, many fields. Add as many fields as you like to a single rule. To split them later, remove a chip or add another rule.
• Add more than one condition. Just like per-field logic, a rule can combine conditions with Match all / any.
• Same engine, everywhere. Logic rules apply on the shared form link, at widget checkout, and through the API and AI assistant — identical to the per-field setting.

Deleting a Field

1. Click on the field in the form canvas to select it.
2. Click the delete icon (red trash) that appears on the right side.
3. The field is removed from the form.

Multi-Page Forms

You can split longer forms into multiple pages:

1. Scroll to the bottom of the form canvas.
2. Click Add New Page to create a new page.
3. Add fields to each page as needed.
4. Each page shows a "Page X" header and a Delete Page button (if there is more than one page).

Customers will see one page at a time and navigate between them.

Tips for Building Great Forms

• Keep it short. Only ask for information you genuinely need. Long forms lead to lower completion rates.
• Use headings and text blocks. Break up longer forms into logical sections so they feel less overwhelming.
• Mark the right fields as required. Essential fields like name and signature should be required, but optional fields (like "any comments?") should not be.
• Preview before publishing. Always use the Preview form button to see what the form looks like to customers.

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Related Guides

• Creating a Waiver or Form
• Waivers & Forms Overview
• Assigning Forms to Products/Experiences
• Viewing Responses