Create structured intake questions and choose which answers are required.
Where to Start
Open Order Fields after signing in to your workspace. Your role and workspace configuration determine the options you can use.
Recommended Workflow
- Open Order Fields from Order Forms and review the questions your team needs answered.
- Decide which questions are required to process a booking and which can remain optional.
- Use clear captions and keep each question focused on one useful detail, such as access instructions or preparation notes.
- Review the actual customer-facing form to confirm that the intended fields and required states appear.
If Something Does Not Look Right
If an answer is missing, first confirm which form the customer used and whether that question was required on that form. Do not ask customers to enter passwords, authentication codes, or complete payment-card details in an intake question.
If you need assistance, use the Support page and include the page URL, expected result, and relevant record reference.