> ## Documentation Index
> Fetch the complete documentation index at: https://viewerdocs.planpoint.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Form

The Form module allows you to create fully customizable forms to collect information from users interested in a specific unit. Form can be integrated directly into your project flow, supporting advanced customization, logic rules, previews, and multi-language translations.

This module is commonly used for:

* Lead capture
* Unit inquiries
* Reservation requests
* Contact and information collection

### Video Guide for Visual Learners

<iframe className="w-full aspect-video rounded-xl" src="https://streamable.com/o/95nake" title="Planpoint KB - Forms" allowFullScreen />

### Enabling the Form

To activate a form for your viewer:

1. In your dashboard, go to Sales & Marketing. From there, you will find the Form module. <img src="https://mintcdn.com/planpoint/PIuJ1xFRRyqSqTLl/images/forms1.jpg?fit=max&auto=format&n=PIuJ1xFRRyqSqTLl&q=85&s=3607f0d2fd2f6688b57fb6170b9d51bf" alt="Forms1" width="3192" height="1880" data-path="images/forms1.jpg" />
2. Toggle Enable form to ON.

Once enabled, the form becomes available in the project flow and can be customized.

## Form Configuration

To customize your form, click Edit to open the Form builder. The builder is divided into four main sections:

* Designer
* Preview
* Logic
* Translations

### Designer

The Designer tab is where you build and configure the structure of your form.

### Form Title and Description

* Form title: Defines the main heading of the form. Example: Request info about unit unitName Dynamic variables like unitName are supported.
* Title visibility: You can choose whether the title and description are visible to end users.

### Form Language

* Select the default language for the form. Available default languages are English, Spanish, French, and German.

### Display Settings

* Form display mode
  * Editable: Users can fill in and submit the form.
  * Read-only: Form is visible but cannot be edited.
* Form width mode
  * Auto: Adjust automatically to layout.
  * Static: Fixed width.
  * Responsive: Adapts to different screen sizes.

### Fields and Questions

You can add and configure multiple field types, including:

* Single-line input
* Long text
* Radio button groups
* Checkboxes
* Dropdowns
* Multi-select dropdowns
* Yes / No questions

Each field supports:

* Required / optional settings
* Custom labels
* Validation rules

**Example fields:**

<img src="https://mintcdn.com/planpoint/PIuJ1xFRRyqSqTLl/images/forms2.jpg?fit=max&auto=format&n=PIuJ1xFRRyqSqTLl&q=85&s=048d2a6624e2d38eb6ad9b44ab22023e" alt="Forms2" width="1316" height="1926" data-path="images/forms2.jpg" />

### Logo and Header

You can upload a logo to display in the form header, helping mantain brand consistency.

### Navigation and Pages

* Organize the form into multiple pages
* Control navigation between pages
* Define the overall flow of the form

### Validation

Set validation rules to ensure users provide correct and complete information (e.g. required fields, email format).

### Thank you page

After submission, users are shown a confirmation screen. You can customize:

* Thank you message
* HTML markup
* Button text

## Preview

The Preview tab allows you to see exactly how the form will appear to end users before publishing.

* View the full layout
* Test field behaviour
* Confirm images, text, and button placement

This is especially useful when testing different screen sizes and layouts.

<img src="https://mintcdn.com/planpoint/PIuJ1xFRRyqSqTLl/images/forms3.jpg?fit=max&auto=format&n=PIuJ1xFRRyqSqTLl&q=85&s=4b815d97ef9c633d602fd09bdc41f0f7" alt="Forms3" width="3022" height="1496" data-path="images/forms3.jpg" />

## Logic

The logic tab lets you define conditional rules that control the form flow.

### Logic Rules

You can create rules based on user input to:

* Show or hide specific questions
* Control navigation between pages
* Customize the user journey dynamically

To create a rule:

1. Go to Logic
2. Click Add New Rule
3. Define the condition and resulting action <img src="https://mintcdn.com/planpoint/PIuJ1xFRRyqSqTLl/images/forms4.jpg?fit=max&auto=format&n=PIuJ1xFRRyqSqTLl&q=85&s=07ab18073496a40622aa4e0dcb3d13b0" alt="Forms4" width="3014" height="1128" data-path="images/forms4.jpg" />

If no rules are created, the form follows a linear flow by default.

## Translations

The Translations tab aloows you to manage multi-language versions of the form.

### Supported Translations

You can translate:

* Form title
* Button text
* Than you page content
* Questions labels <img src="https://mintcdn.com/planpoint/PIuJ1xFRRyqSqTLl/images/forms5.jpg?fit=max&auto=format&n=PIuJ1xFRRyqSqTLl&q=85&s=4dc5d83aff404ff7b2c2a3ae54aa3671" alt="Forms5" width="3016" height="1572" data-path="images/forms5.jpg" />

Each language is managed side by side for easy comparison and editing.

### Language Management

* Add or remove languages
* Enable only selected languages
* Keep English as default fallback

This makes Forms ideal for international or multi-region projects.

## Form Image

You can upload a Form Image that will override the main project image and be displayed alongside the form in preview and live views.

## Email Settings

Forms support email language configuration, allowing notification or automated messages to match the selected form language.

## Custom Reservation Flow

For advanced use cases, you can define a Custom Reservation Flow, including a custom confirmation message after submission.

If no custom message is set, the default confirmation behavior is applied.

<Tip>
  Best Practices:

  * Keep forms short to improve conversion rates
  * Use required fileds only when neccessary
  * Always preview before enabling the form
  * Use translations to improve accessibility
  * Leverage logic rules for personalized flows
</Tip>