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Customer Forms
Customer Forms let you build any kind of structured questionnaire — style consultations, measurement intake, post-appointment surveys, custom-order specs — and send it to customers via email + SMS with a tokenized fill link. Customers fill the form on a mobile-friendly public page (no login required), and submissions land back on the customer's profile for staff to review.
Manage your form templates from Settings > Customer Forms.
Form Templates
Each template is a reusable form definition: a name, an active toggle, and an ordered list of fields.
| Field | Description |
|---|---|
| Name | Internal name used to pick the form when sending and to display in the customer's Forms tab (e.g., "Bridal Style Preferences") |
| Active | Inactive forms are hidden from the Send Form picker but existing submissions remain accessible |
| Fields | Ordered list — see Field Types below |
You can build any number of templates. Common patterns:
- Style Preferences before a first appointment
- Measurement Intake for special-order sizing
- Custom-Order Spec for bespoke or made-to-order pieces
- Post-Appointment Feedback for review-style surveys
Field Types
| Type | Renders As | Best For |
|---|---|---|
| Short Text | Single-line text input | Names, references, brief answers |
| Long Text | Multi-line textarea | Comments, descriptions, special requests |
| Single Select | Dropdown (one choice) | Picking from a list — venue type, season |
| Multi-Select | Checkboxes (many choices) | Multiple selections — must-have features, days available |
| Checkbox | Single yes/no checkbox | Consent toggles, opt-ins |
| Image Upload | Native file picker | Inspiration photos, reference images (up to 5 files × 10 MB per field) |
| Style Preferences | Composite multi-section field | The bridal-specific style picker — see below |
For Single Select and Multi-Select fields, you supply a comma-separated list of options when building the field.
Style Preferences (Composite Field)
The Style Preferences field is a single field on the template, but on the public page it renders as up to five sub-sections — each one toggleable on the field's editor so you only show the categories you care about.
| Sub-section | Preset Options |
|---|---|
| Embellishment | Beading, Lace, Embroidery, Sequins, Pearls, Crystals, Appliqué, Floral, Minimal / None |
| Fabric | Satin, Chiffon, Tulle, Lace, Organza, Mikado, Crepe, Taffeta, Silk, Mesh |
| Neckline | V-neck, Sweetheart, Halter, Off-shoulder, Strapless, Illusion, Scoop, Square, High-neck, Plunging |
| Silhouette | A-line, Ballgown, Mermaid, Trumpet, Sheath, Empire, Fit-and-flare |
| Train | None, Sweep, Chapel, Court, Cathedral, Royal, Watteau |
The customer picks any combination of values per active sub-section — it's effectively five linked Multi-Select pickers tailored to bridal terminology.
Sending a Form
Forms are sent from a customer's profile.
- Open the customer's profile and click the Forms tab
- Click Send Form
- Pick a template from the modal and confirm
BridalOp dispatches both an email and an SMS to the customer at once, each containing the same tokenized fill link. The link is valid for 30 days — after that the public page shows an expired notice and the submission is marked Expired.
The notification copy is fully editable under Settings > Email & SMS Templates → Customer Form Invitation. See Email & SMS Templates for the merge tags available (, , , ).
Public Fill Page
Customers land on yoursite.com/forms/fill/{token} — no login required. The page is mobile-first:
- All inputs use a 16px font size to prevent iOS Safari from auto-zooming on focus
- Your boutique logo and accent color are pulled from Settings > General
- Button text on the accent-colored CTA automatically picks black or white based on luminance, so the form stays WCAG-readable even if your brand color is very light
- Image uploads use the device's native file picker — up to 5 photos and 10 MB per file per Image Upload field
When the customer hits Submit, the public page shows a confirmation and the submission appears on the customer's Forms tab in BridalOp.
Reviewing Submissions
The customer profile Forms tab lists every form ever sent to that customer with a status pill:
| Status | Meaning |
|---|---|
| Pending | Sent but not yet submitted, link still valid |
| Submitted | Customer completed and submitted the form |
| Expired | 30 days passed without a submission |
Click any row to open the submission view:
- Pending → shows the form template plus a Resend Form button to re-trigger the email + SMS
- Submitted → shows every field's question and the customer's answer, with uploaded images displayed inline
See Customers → Forms tab for the customer-side view.