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How should I get started with using the Form Builder?

January 06, 2026

How to Get Started With the Form Builder

The Form Builder is part of the Client Relationship Builder in PhotoBiz and works together with the Contacts tool to help you collect inquiries, contracts, and client information. You can create unlimited forms and automatically store submitted responses as contacts in your account. This article walks you through the recommended steps to get started with the Form Builder. By the end, you will understand how to plan, create, brand, and use forms effectively in your business.

STEP ONE

Decide Which Forms You Need

Before creating any forms, take time to decide what types of forms your studio needs. Every business is different, and the Form Builder allows you to customize each form based on how you work with clients.

Common examples include contact forms, inquiry forms, contracts, model releases, and newsletter sign-ups. Planning this first will help you build forms that collect the right information from the start.

If you are not sure where to begin, review this guide for inspiration:

Learn More: 5 Forms We Recommend Using With Your Website

STEP TWO

Create and Customize Your Forms

Once you know which forms you need, you can begin creating them in the Form Builder. PhotoBiz provides form templates to help you get started quickly.

Use a template as a base, then add, remove, or edit fields to match your business needs. You can also adjust form settings such as required fields, notifications, and submission behavior.

Helpful guides:

STEP THREE

Brand Your Forms

When a form is accessed using its direct link, your business information appears at the top of the form. By default, this information comes from your Global Branding settings in PhotoBiz.

You can customize how your forms look by updating your branding or uploading a different logo specifically for forms. This helps keep your forms consistent with your studio’s brand and professional appearance.

Learn more here:

STEP FOUR

Start Using Your Forms

After your forms are created, you can begin using them immediately. Forms can be added to your website for contact pages, inquiries, and email list sign-ups.

You can also send forms directly to clients using email invitations. This is commonly used for contracts, questionnaires, and model releases.

Helpful guides:

FINAL STEP

Confirm Everything Is Working

Once your form is live, submit a test entry to confirm the form works as expected and that the submission appears in your Contacts tool.

Additional Options or Helpful Notes

  • You can create as many forms as you need.

  • Every form submission automatically creates or updates a contact.

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