LiloHelp Center
Forms

Build forms

Create intake, consent and feedback forms from scratch or a template, add and arrange fields, preview and publish, and duplicate or archive a form.

Applies to: Everyone except service providers

Forms collect what you need from clients, like intake details, consent, medical history and feedback. You build a form once and publish it. Then you send it to clients by hand, or let Lilo send it for you.

Everyone except service providers

Create a form

  1. Go to Operations → Forms.
  2. Select Create Form.
  3. In the New Form box, choose a Form type. The type only groups your forms on the Forms page.
  4. Enter a Form name, and a Description (optional) if you like.
  5. Select Create form. The form opens in the builder as a draft.

Start from a template

  1. On the Forms page, select Create Form, then Choose from our templates.
  2. Search, or choose a category like Intake or Consent. Then select a template.
  3. Look over What's included. Under Suggested automations, select any you want. Some ask which services the form is for.
  4. Select Create form. The form opens in the builder with its sections and fields filled in.

Suggested automations send the form for you. Lilo adds them paused, so nothing goes out until you publish the form and turn them on. See Send forms automatically and require them.

Everyone except service providers

Add sections and fields

A form is made of sections, and each section holds fields. A new blank form has no sections yet.

  1. Select Add section.
  2. Replace Section 1 with a title. Add a description if you like.
  3. On the left, select a field type, like Short Text or Signature. Lilo adds it to the section named next to Adding to. To add to another section, select that section first.
  4. Change the new field's settings on the right. See Field settings below.
  5. To reorder, drag a field by its handle within its section, or drag a section by its handle.
  6. To remove a field, select its trash icon. Sections have one too, once there's more than one section.

Lilo saves as you go. You'll see Saved at the top. In a narrow browser window, there are no side panels. Instead, select Click here to add a field in a section and choose a field type. Then change the field in the Field settings box.

To rename the form or change its description, select Settings, then choose Edit Basic Information.

Preview and publish

  1. Select Preview to see the form as clients will, in a new tab. Submitting is turned off there.
  2. Select Publish, then Publish Form. You'll see Form published successfully.

A form needs at least one field before you can publish it. Only published forms can be sent to clients.

In the Lilo app, go to More → Forms and tap +. Choose Scratch or Templates. In the builder, tap Add Section and Add Field, then tap Save Draft to save your changes. Tap Publish when it's ready. Templates in the app don't add suggested automations.

Everyone except service providers

Duplicate a form

  1. On the Forms page, select ⋯ next to the form.
  2. Choose Duplicate.

Lilo makes a draft copy with "(Copy)" after the name and opens it in the builder. The original's automations don't come with it.

Owners and admins

Archive a form

  1. On the Forms page, select ⋯ next to the form.
  2. Choose Archive. There's no confirmation. You'll see Form archived.

In the Lilo app, tap the form, tap Archive, then tap Archive again to confirm.

How it works

  • On the Forms page, you can search by name or description, and filter by type and status.
  • Every form is a draft until you publish it. Drafts can't be sent, and their automations don't run.
  • Changes to a published form reach clients as soon as Lilo saves them, even if you don't publish again. Publishing again only raises the version number shown on the Forms page.
  • Archived forms stay on the Forms page. Choose Archived in the status filter to find them. Lilo stops sending an archived form and stops its reminders. Links clients already have still work.
  • The templates you see depend on your type of business and the Service Categories turned on in Settings → Features. See Business features.

Field types

  • Short Text, Long Text, Email, Phone and Number take typed answers.
  • Dropdown and Radio Buttons take one choice. Checkbox Group takes several. Checkbox is a single checkbox.
  • Date and Time open a picker.
  • Signature asks the client to sign with a mouse or finger and type their full legal name.
  • Rating is 1 to 5 stars. Scale (1-10) is a number from 1 to 10.
  • Image Upload lets clients add photos.
  • Heading, Paragraph and Divider add text or space. They don't collect anything.

Field settings

  • Label: the question clients see. For a Paragraph, it's Text, the words clients read.
  • Placeholder: faint example text inside an empty box. Only text fields and Dropdown have it.
  • Help Text: a hint under the field.
  • Required: clients can't submit the form until they answer it. It's marked with a red asterisk.
  • Width: Full Width, Half Width or Third Width. Narrower fields sit side by side on bigger screens. On phones, every field is full width.
  • Map to Client Field: saves the client's answer to their profile when they submit. Only some field types can be mapped. Fields mapped to first or last name, email, phone, birthday or address also start with what's already on the profile.
  • Options: the choices in a Dropdown, Radio Buttons or Checkbox Group.
  • Max photos: how many photos an Image Upload takes, from 1 to 5. It starts at 3.

Common questions

Why can't I add a field?

A new blank form has no sections, so there's nowhere to put one. Select Add section first.

Why won't my form publish?

It needs at least one field. Add a field, then select Publish again.

Can I change a form clients have already filled in?

Yes, but be careful. Responses always show under the form's current fields. If you delete or reword a field, older responses show the change. Answers to a deleted field stop showing. To keep older responses as they were, duplicate the form and change the copy.

Can I delete a form?

No. You can archive it instead, and its responses stay.

Can I use an archived form again?

Yes, on the web. Choose Archived in the status filter and open the form. Select Publish, then Publish Form. Any of its automations that were on start sending it again.

Can I move a field to another section?

Not by dragging. Delete it and add it again in the other section.

Memberships

Create membership plans that bill clients automatically, set their benefits, enroll clients, and pause, resume or cancel a membership.

Send forms automatically and require them

Send a form to one client, set rules that send forms when clients book, are added or finish a visit, and remind clients about required forms.

On this page

Create a formStart from a templateAdd sections and fieldsPreview and publishDuplicate a formArchive a formHow it worksField typesField settingsCommon questionsWhy can't I add a field?Why won't my form publish?Can I change a form clients have already filled in?Can I delete a form?Can I use an archived form again?Can I move a field to another section?