Create a custom form

Custom forms in ROLLER make collecting additional guest information or inquiries easy. You can use them to create website inquiry forms, include them in online checkouts and order confirmation emails, and customize the ROLLER waiver form.

Once guests complete the form, you can view and edit their responses in Venue Manager when confirming bookings or in POS when serving guests in person. These forms personalize interactions and improve the guest experience.

This guide shows how to create custom forms for guest data in ROLLER.

When to use

You can use and share forms to collect additional guest data in several ways. 

The form builder

The form builder in ROLLER consists of three main tabs. 

1. Build: Create form fields, customize settings, layout, content, and specify the form type for where it should appear (eg online checkout or order confirmation emails, loading the standard waiver form fields to modify).
2. Design: Preview the form's appearance and make styling adjustments.
3. Publish: Obtain the form's URL or embed code for adding it to your website or social media for inquiry forms.

Build: Add fields

Follow these steps to build a custom form from scratch for a website inquiry, a product purchased in the online checkout, or order confirmation emails. 

1. From the Build tab, select Add fields.
   
2. Select the field type to add: Basic building blocks or Predefined inputs. You can add fields from both types to a single form.
   
   
   • Basic building blocks consist of standard form elements for simple forms.
   • Predefined inputs are used to link information to an existing guest record in ROLLER or create a new guest record with the captured data.
     
     
     
     Basic building blocks
     
     
     
     Predefined inputs
     
     
3. Select the fields you want to add to your form. They appear on on the right in the order you add them.
4. Rearrange the order of the fields by dragging and dropping them as needed.
5. [Optional] Use the Group basic building block to organize related fields.
   
   
   • Select Group from the Basic building blocks tab to add a group element to the form.
   • Drag and drop relevant form fields into the group.

Customize global form settings

After you've finalized the fields and layout for your form, from the Build tab, go to Customize. From here you have several options to customize the form including selecting the form type.

General

• Change the Name of the form (this is not a guest-facing name)
• Set a guest-facing Title and Description for the form (optional)
• Set a Closing date for the form (optional)

Form type

Set the Type of form (required) from the drop-down. You have 3 options. 

Customize individual form fields

You can also customize individual form fields, such as making a field required for guests to complete.

Select a field that you've added to your form on the right. The Customize tab opens at the question settings available for the field. 

Review the options available below. 

Customize value sets (options for guests to choose from)

A value set consists of a list of options for guests to choose from as a response to a question. To create a value set:

1. Select the form, then select Customize.
2. Select Create value set (or Edit value set if you want to edit an existing value set).
3. Give your value set a Name.
4. Select the plus button to add answer options.
5. Select the Delete button (trash icon) if you want to remove any options.
   
6. When you've added all options, select Done.
   
7. If you haven't already, add the field for the value set from basic building blocks or predefined inputs
8. Select the field in the form.
9. Select the value set from the drop-down menu.
10. You can make the value set required for guests to respond to and/or multi-select (guests can select multiple options).
11. Select Save and continue.
    
    

Customized grouped fields

Select the group on the right to customize its settings.

• Name: Guest facing name for the group
• Description: Description or instruction text for the group
• Conditional: Only show this group when a field has or does not have a predefined response
  
• Repeatable: An Add button is added to the group in the guest-facing form. Guests select the Add button to duplicate the fields to enter multiple details. For example, names of ticket holders or guests attending a party.
  
  

Design: Preview and edit styling

Select the Design tab at the top of the form builder to preview what your form looks like and make any styling changes.

Publish: Share form on your website

Website inquiries

From the Publish tab, you can copy a link to the form to add to your website. Or you can copy the code to embed the form in a web page.

• Select Share form to copy its unique URL to add to your website or an email for guests to complete. 
• Select Embed in a web page to copy the HTML code to put where the form should appear on your website.

Online checkout and order confirmation emails

If you want guests to complete the form before purchasing a product in the online checkout, or from a link in booking confirmation emails, you'll need to add the form to the relevant products. Learn more

Customized waivers

To make sure the customized waiver form shows up in the online waiver and/or waiver kiosk, make sure you enable these options in waiver settings. Learn more

Learn more

• Add questions & checkboxes for guest consent prior to buying online
• Add forms to products to capture additional guest information
• View and export all form responses from Venue Manager
• View a booking's form responses in Venue Manager and POS
• Create a waiver