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

What Are the Different Form Fields I Can Use on My Custom Form?

PhotoBiz allows you to fully customize your forms using a wide variety of field types. Whether you are creating an inquiry form, contract, questionnaire, or payment form, you can choose from Standard Fields, Contact (CRM) Fields, and advanced Miscellaneous Fields.

This guide explains what each field type does and when you should use it. By the end, you will understand which fields to use to collect general information, store client details in your CRM, accept payments, collect files, and capture digital signatures.

STANDARD FIELDS

Standard Fields collect general information and allow you to structure and format your form.

Use these fields when you need responses that do not need to be stored in your CONTACTS database.

Available Standard Fields include:

Short Answer – Small text box for brief responses, such as preferred contact method.
Paragraph – Larger text area for detailed responses.
Radio Select – Single choice selection, such as session type.
Checkbox – Multiple choice selections (check all that apply).
Drop Down Menu – Single answer selected from a list.
Date – Select a specific date.
Time – Select a specific time.
Full Name – Basic name field.
Email – Basic email field.
Phone – Basic phone field.
Address – Physical address field.
Title – Section header to organize your form.
Text – Plain custom text.
Editor – Rich text editor that allows formatting, links, colors, sizes, and HTML.
Line – Adds spacing or a visual divider between sections.

If you only need the information inside the form submission and do not need it saved to your CRM, Standard Fields are appropriate.

CONTACT (CRM) FIELDS

Contact Fields are used to properly capture and store client or lead information in your CONTACTS database.

If you are using a form for lead generation, bookings, contracts, or client onboarding, you should use Contact Fields instead of Standard Fields for name, email, and phone information.

When a form with Contact Fields is submitted, the data automatically creates or updates a contact record in your CRM.

Available Contact Fields include:

Full Name – Creates or updates a contact record.
Email – Stores the email address in the contact profile.
Phone – Stores the primary phone number.
Billing Address – Stores billing address information for contracts or invoicing.
Shipping Address – Stores delivery address information.
Work Phone – Secondary phone number.
Birthday – Stores client birthday information.
Company Name – Business, school, or team name.
Facebook – Facebook profile URL.
Twitter – Twitter profile URL.
Family & Friends – Useful for referral and remarketing strategies.

Your CONTACTS database can be accessed from the CONTACTS icon at the top of your Control Panel.

Important: If you want contact information saved to your CRM, always use Contact Fields rather than Standard Fields.

MISCELLANEOUS FIELDS

Miscellaneous Fields provide advanced functionality inside your forms. These fields allow you to accept uploads, collect payments, embed video, and capture signatures.

Available options include:

File Upload - Allows clients to upload files directly through your form.

Important details:

You can add up to 5 file upload fields per form.

Accepted file types: .jpg, .png, .gif.

Maximum file size: 4MB per file.

Uploaded files are saved in your File Library.

Files are also attached to the form submission.

Files are stored inside the client’s contact record under Submissions.

This is useful for collecting headshots, inspiration images, resumes, or required documentation.

Payment - Allows you to accept payments directly through your form.

This is ideal for:

Session fees
Deposits
Retainers

Form Payments - can be used as an alternative to creating an invoice. For full setup instructions, see the article on Form Payments.

Rating - Create a customizable rating scale for surveys, questionnaires, or feedback forms.

Video - Embed a video inside your form by pasting embed code from YouTube, Vimeo, or Animoto.

Signature - Add a digital signature field so clients can electronically sign contracts or agreements directly within the form.

Editing and Advanced Options

You can edit any field by clicking the pencil icon next to it inside the Form Editor.

From there, you can:

Change the field label
Make the field Required or Optional
Access Advanced Options
Adjust date and time formats
Add conditional logic to show or hide fields based on user responses

These tools allow you to create dynamic, streamlined forms tailored to your workflow.

Helpful Notes

Use Contact Fields for any information you want stored in your CRM.
Use Standard Fields for general questions that do not need to populate your CONTACTS database.
Add Payment and Signature fields to create booking forms with deposits and contracts.
Use conditional logic to simplify longer forms and improve user experience.
Always test your form and complete a test submission before sharing it publicly.

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