Forms are created and managed from the Forms module. Once a form is created, you can customize its structure, add elements, update content, and prepare it for sharing.
Create a New Form
To create a form:
Navigate to Templates > Forms.
Click + Create Forms Template.
[SCREENSHOT: Forms page]
Enter a form name.
Click Create.
The new form opens directly in the Form Builder, where you can begin customizing it.
Open an Existing Form
To edit an existing form:
Navigate to Templates > Forms.
Locate the form you want to update.
Click the form name.
The form opens in the Form Builder, allowing you to modify its structure and settings.
Add Form Details
Every form contains a Form Details section at the top of the builder.
Here you can configure:
Form Title
Form Description
The title and description are displayed to respondents when they open the form.
Add Form Elements
The Form Elements panel on the left contains all available building blocks for your form.
Elements are grouped into categories:
Travel Information
Trip-related elements such as:
Basic Trip Details
Trip Notes
Contact Information
Traveler and contact-related elements such as:
Basic Details
Gender
Email
Phone
Address
Birthday
Passport
Activities & Interests
Travel Preferences
Secure Travel IDs
Custom Question Elements
Custom questions and response fields such as:
Dropdown
File Upload
Multi Select Options
Single Select Option
Short Answer
Long Answer
Rating
Date
General Elements
Supporting elements such as:
Information
E-Signature
Terms & Conditions
Respondent Details
To add an element, drag it from the left panel and drop it into the form.
Organize the Form Layout
Added elements appear in the form canvas.
You can:
Rearrange elements using drag and drop
Group related information together
Remove elements that are not required
Configure field-specific settings
Mark fields as required where applicable
The form canvas provides a live view of the structure respondents will complete.
Save Changes
Forms are saved automatically as changes are made.
The save indicator in the top-right corner displays the current save status, helping you confirm that your latest updates have been stored.
Continue Building Your Form
After creating the form structure, you can:
Configure individual form elements
Preview the form experience
Share the form with respondents
Review submitted responses
These actions are covered in their respective guides.
Conclusion
Creating a form begins with a template and continues through customization in the Form Builder. By combining form details, contact fields, travel information, custom questions, and supporting elements, you can build forms tailored to your business processes and information collection needs.