Articles on: Forms

Every form field and setting, explained

Zendo has one form builder for all three kinds of forms: Request Forms on request types, Order Forms on services and Intake Forms in Library › Forms. This article lists every field you can add, every setting a field has, and the settings of the form itself, so you can build a form that asks exactly what you need and looks like your brand.

Add and arrange fields

Select + next to a field, or Add new form field under the last one, and pick a field type. Type in the search box to find a type quickly. Each field has a toolbar on its right:

the handle on the left drags the field to another place,
+ adds a new field below it,
the pencil opens the field's settings,
the copy icon duplicates the field,
the bin deletes it,
the eye hides the field, or shows it again. A hidden field can be shown by a form logic rule. See Show or hide form fields with form logic.

Field types

Group	Field	What the client does
Basic	Short text	Types one line, such as a name or a page URL to change.
	Long text	Writes a paragraph, with formatting.
	URL	Pastes a web address.
	Number	Enters a number, optionally within a range.
Choices	Yes/No	Ticks a Checkbox or flips a Toggle.
	Dropdown	Picks from a list that opens on click.
	Choices	Picks one or several options shown as a list.
	Tiles	Picks from options shown as cards, each with a description and an image.
Client information	Address, Email, Phone	Enters contact details in the right format.
Pickers	Uploader	Attaches files. They appear on the request and in Files.
	Color	Picks a colour.
	Date	Picks a date.
	Rating	Gives a rating.
Decoration	Heading, Paragraph	Reads a section title or an explanation.
	Image	Sees a picture, aligned left, centre or right, set to Fill or Fit.
	Divider, Gap	Sees a line, or a Small, Medium or Large space between sections.

A Request Form also has two fields of its own. Title is always required and becomes the name of the request. Message becomes the first message in the request's conversation; make it required if every request should start with a description.

Field settings

Select the pencil on a field to open its settings on the right. Which settings appear depends on the type:

Label — the question. Tooltip adds an info icon with more explanation, and Hint text shows a short line under the field.
Placeholder — grey example text inside an empty field, such as Homepage CTA, Google Ads campaign.
Default content or Default selection — an answer that is already filled in.
This field is required — the form cannot be sent without an answer.
Field size — Full width or Half width. Two half-width fields sit side by side, for example first and last name.
Number range — the Min value and Max value a number may have.
Prefix & suffix — text before or after the answer, such as $ or hours.
Field type — for choices and tiles, Single select or Multi select. With multi select, Limit number of selections sets how many options the client must pick, for example between 1 and 3.
Columns — for tiles, One, Two or Three per row.
Choices — the options, each with a label. Tiles also take a Description and an Image (JPG, PNG, GIF or WEBP, up to 1 MB). Drag the options to reorder them.

Tiles settings: the Label and Tooltip, Hint text, required, Single or Multi select, Columns, and each choice with its own description and image.

Make the form look like your brand

On the Form settings tab, under Form customization:

Logo — the logo above an Intake Form. Leave it empty to use the workspace's main logo. Logo alignment puts it left, centre or right, or hides it.
Buttons colors — the button's background and text, each also on hover.
Buttons alignment — left, centre, right or full width.
Submit button label — for example Send brief instead of Submit.
Background color and Background image — what the form sits on (JPG, PNG, GIF or WEBP, up to 1 MB). The Background switch above the form shows or hides it while you edit.

Form customization: the logo and its alignment, button colours and alignment, the submit button label, and the form's background colour and image.

Who can answer, and what happens next

These settings are on Intake Forms, under General settings and Form submission:

Form URL — the form's own address. Copy copies it.
Unregistered users can submit — people without an account can answer from the link. Zendo signs them up by their email address, so their answers belong to a client account.
Unique user can submit — Unlimited times or Only once.
After submission — a Thank you page with its own title, text, image and an optional button with a link, or Redirect to URL to send people to a page of your own.

See Send an Intake Form to a client.

What people see when they cannot answer

Message	Why
Sign in to continue	The form is only for signed-in clients, and the visitor is not signed in.
Already submitted	The form accepts one answer per person, and this person has answered.
Form closed	The form has reached its limit of answers and accepts no more.
Form not available	The form is not published, or it was deleted.

Preview, publish and delete

The icon next to Preview opens the flow preview: what happens, step by step, when a client fills in the form, who is notified and what the client sees. See See what will happen before it happens, with the flow preview.

Preview shows the form and its thank-you page as a client sees them; nothing is sent from the preview. An Intake Form is shared and embedded only once it is Published, and Unpublish takes it offline until you publish it again. When you delete an Intake Form, you can also delete the answers it collected, or keep them.

Updated on: 09/11/2026

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