How to create and configure a Concierge Form
A Concierge Form is the intake form you embed on your website to collect requests from customers. This guide walks you through creating one from scratch.
Getting started
Navigate to Concierge → Forms in your dashboard, then click New Form in the top-right corner.
The form builder is split into two columns:
- Left — settings and fields (what you configure)
- Right — a live preview and embed code (what your customers will see)
Changes you make on the left are reflected in the preview in real time.
Step 1 — General settings
The Settings card covers the core details of your form.
| Field | What it does |
|---|---|
| Title | The heading shown at the top of your form |
| Description | A short intro or instruction shown beneath the title |
| Primary colour | The accent colour used for buttons and highlights |
| Logo | Your brand logo — PNG, JPG, or SVG, max 10 MB |
| Storefront | Optionally links this form to one of your storefronts |
| Active | Controls whether the form accepts new submissions |
Step 2 — Default fields
Every form automatically collects the submitter's name and email — these cannot be removed. You can customise the labels and placeholder text shown to your customers:
- Name field label and placeholder (default: Your name)
- Email field label and placeholder (default: Your email)
- Submit button label (default: Submit request)
Step 3 — Custom fields
The Fields card lets you add any extra questions you need answered at the point of enquiry.
Click Add field to add a new field. Each field can be configured with:
- Label — the question or field name shown to the customer
- Placeholder — hint text shown inside the input (where applicable)
- Type — the kind of input:
- Short text
- Long text
- Number
- Dropdown (single choice)
- Multi-select (multiple choices)
- Checkbox
- Date
- File upload
- Required — toggle on to make the field mandatory before submission
For Dropdown and Multi-select fields, you'll also define the list of options — each option has a label (shown to customers) and a value (stored internally).
Reordering fields: Drag any field up or down using the handle on its left edge. Use Expand all / Collapse all to manage the view when you have many fields.
To remove a field, click the trash icon on the right of that field row.
Step 4 — Visibility options
Under Visibility in the Settings card, you can hide individual elements from the public-facing form:
- Hide title
- Hide description
- Hide logo
- Hide field labels
These are useful if you're embedding the form into a page that already has its own heading or branding.
Step 5 — Form style
Under Form style, choose the visual style of your form:
| Option | Choices |
|---|---|
| Input style | Outlined / Underline |
| Columns | 1 column / 2 columns |
| Button shape | Rounded / Pill |
Step 6 — Save your form
Click Create form at the bottom of the page. Once saved, your form is assigned a unique form key and the embed code will appear in the right-hand column, ready for you to add to your website.
To make changes later, go to Concierge → Forms, find your form in the list, and click the edit action. The same builder will load with your existing settings, and the button will update to Update form.