MENU

How do I create a custom form?

Jun 12 2026 | By: PhotoBiz Knowledge Base

How to Create a Custom Form in PhotoBiz

Overview

PhotoBiz Website Packages include the Form & Contract Builder, which allows you to create custom forms for your photography business. You can use forms for contact inquiries, client questionnaires, contracts, surveys, contest entries, newsletter sign-ups, order forms, and more.

This guide walks you through how to create a new custom form inside your PhotoBiz account. By the end, you will have a new form started, understand how to add and edit fields, and know the different ways you can share the form with clients.

Prerequisites

Before you create your form, think about how the form will be used.

If your form will collect payments, make sure you have a merchant connected in your PhotoBiz account. If you plan to charge sales tax or shipping, set up your sales tax line and shipping methods before sharing the form with clients.

If your form will be used as a contract, review the contract wording carefully before sending it to clients.

STEP ONE

Log in to your PhotoBiz account and click FORMS in the left-side menu. This will open your Forms Dashboard, where you can manage your forms, contracts, submissions, and form settings.

STEP TWO

At the top center of the Forms Dashboard, click FORMS. This will take you to the area where your existing forms are listed and where you can create a new form.

STEP THREE

Click the NEW button at the top of the Forms control panel. This begins the process of creating a new form.

STEP FOUR

Choose the form template you want to use as the starting point for your new form. Templates provide a prebuilt layout based on common form types, but each template can be customized after it is added.

Click SELECT on the template you want to use. The selected form will be added to your Forms control panel.

FINAL STEP

After your form is created, it will automatically include the following contact fields: Full Name, Email, Phone, and Message. You can edit, rearrange, or delete these fields as needed.

To add more fields, use the form field options on the right side of the form builder. Form fields are organized into three sections: Standard Fields, Contact Fields, and Miscellaneous.

Once your form layout and fields are complete, click SAVE CHANGES to save your updates. Your form is now ready to collect submissions and can be shared with clients or added to your website.

Learn More: Complete Guide on All Form Fields

Available Form Templates

When creating a new form, you can choose from several template categories. These templates give you a faster starting point, but all of them can be edited to fit your business needs.

Contact Templates

  • Simple

  • Session Type

  • Event Time/Date

Contract Templates

  • Model Release

  • Event Contract

  • Senior Model Application

Lead Capture Templates

  • Newsletter Sign-Up

  • Blog Sign-Up

  • Customer Survey

Payment Templates

  • Mini Session Booking

  • Custom Print Order

  • Workshop Registration

  • 10 Min Booking – Radio

  • 10 Min Booking – Menu

  • 5 Min Booking – Menu

  • School Order Form

  • Sports Order Form

  • Prepay Order Form

Designer Templates

  • Editorial

  • Minimal

  • Soft Tones

  • Luxury

  • Elegant

  • Brick

What To Do Next

After your form is created, you will need to make it accessible to your clients or potential clients. PhotoBiz forms can be shared or added to your website in several ways.

You can: 

If you want the form to appear directly on a website page, use the Form Block in the Website Builder. This allows visitors to complete the form without leaving your website.

Using Your Form on Your Website

After your form is created, you will need to make it accessible to your clients or potential clients. PhotoBiz forms can be used in several ways depending on your workflow.

You can:

  • Add the form to your PhotoBiz website using the Form Block
  • Add the form as a pop-up on your PhotoBiz website
  • Share the form using its direct URL
  • Send the form through email invitations
  • Share the form in a blog post
  • Share the form on social media
  • Create a blog post with the form using the one-click blog option

If you want the form to appear directly on a website page, use the Form Block in the Website Builder. This allows visitors to complete the form without leaving your website.

Additional Options or Helpful Notes

Every PhotoBiz form requires an email field. Form submissions are stored in your Contacts tool and connected to the email address entered by the client.

Forms can be edited after they are created, so you can return to the form builder at any time to update fields, wording, settings, or layout. Changes apply anywhere the form is used.

One form can be reused in multiple places. For example, you can add the same inquiry form to your website, share it by direct URL, and include it in an email campaign.

If you are creating an order form or payment form, make sure your merchant account, sales tax, and shipping settings are configured before sharing the form with clients.

After saving your form, preview or test it before sending it to clients. This helps you confirm the fields, required questions, payment settings, and confirmation message work the way you expect.

Troubleshooting or FAQs

Why does my form require an email field?

Every PhotoBiz form requires an email field so submissions can be stored in your Contacts tool and connected to the correct client record.

Can I edit a form after I share it?

Yes. You can edit a form after it has been shared. Your changes will apply anywhere the form is used.

Can I use the same form in more than one place?

Yes. The same form can be used on your website, shared by direct URL, sent through email invitations, shared on social media, or added to a blog post.

Why does my payment form say Form Closed?

A Form Closed message usually means one setting is preventing new submissions. This can happen if the wrong or outdated form link is being used, the form has expired, the submission limit has been reached, a payment block needs attention, the account has reached its monthly submission limit, or there is not enough storage available for forms with file uploads.

Check the form’s share link, expiration date, submission limit, payment settings, account submission usage, and storage settings. After making updates, refresh the form page and test the form again.

For a full walkthrough, see Why Does My Form Say “Form Closed”?

Previous Post Next Post

Related Posts

How Do I Set Up A New Merchant?

April 22, 2026

How to Get Your Google ReCAPTCHA Keys

February 6, 2025

How can I accept payments through a custom form?

June 10, 2026

What are the different form fields I can use on my custom form?

May 13, 2026

CLOSE