Forms

💡 Prefer to use AI? You can create and manage forms just by chatting with an AI assistant like Claude or Grok Bot. See Create and Manage Forms with MCP.

Overview

Forms let you collect information from your students, clients, and event guests, such as registrations, waivers, feedback, and enquiries. Each form starts with built-in contact details (name, email, phone) and you can add your own custom fields, like dropdowns, checkboxes, or a class picker.

You can create and manage forms in two ways:

Method	Best for
Forms module in Wajooba admin	Building and previewing forms visually
AI assistant through Wajooba MCP	Creating forms, adding fields, and publishing from a simple prompt

Form Types

The Forms list in Wajooba admin shows your student registration and custom forms. You choose a form's type through the AI assistant (MCP).

Form type	Use it for
Student Registration	Signing up new students (this is the default type)
Service Registration	Booking or registering for a service
Event Registration	Collecting details from event attendees
Custom	Anything else, such as feedback, enquiries, or surveys

Form Settings

Setting	What it does	Where to set it
Form name	The internal name you see in admin	Admin: Step 1, Name
Header and sub-header	The title and subtitle shown at the top of the form	Admin: Step 1, Header and Sub Header
Text before the form	An introduction or instructions shown above the fields	Set through the AI assistant (MCP)
Text after the form	A note shown below the fields, such as a thank-you or terms	Admin: Step 3, Footer
Name, Email, Phone	The built-in contact fields	Always included in admin (marked Required). The AI assistant can turn them on or off
Birthdate	Asks for the person's date of birth	Admin: Step 2, drag Date of Birth from Available Fields
Emergency contact	Asks for an emergency contact	Admin: Step 2, drag Emergency Contact from Available Fields
Signature required	Asks the person to sign, which is useful for waivers	Admin: Step 2, Signature Required checkbox
Trial signup form	Marks the form as a trial signup form (feeds the Trial Signup Agent)	Admin: Step 2, Trial signup form checkbox
Published	Turns the form's visibility on or off	Admin: form detail page, Published switch
Form type	Student, service, event registration, or custom	Set through the AI assistant (MCP)
Show on website	Makes the form available on your public website	Set through the AI assistant (MCP)
Publish to students	Makes the form visible to students in their account	Set through the AI assistant (MCP)
Disable form	Turns the form off without deleting it	Set through the AI assistant (MCP)

Field Types

Field type	What it collects	Example
Text	A short answer	Sample Short Answer
Text Area	A longer answer	Sample Comments
Number	A number	Sample Age
Header	A heading to split the form into sections (no answer)	Sample Section Heading
Check Box	A yes or no tick	Sample Consent
Radio Buttons	One choice from a list (up to 6 options)	Option A, Option B, Option C
Dropdown	One choice from a dropdown (up to 6 options)	Option A, Option B, Option C
Class picker (under the Special category)	Lets people pick from your upcoming classes	Sample Class Picker

Each field can be marked as required and can have help text that appears inside or under it.

Class Picker Options

You want people to choose from	Field name to use
All upcoming classes	[CLASSES]
Classes with one tag, such as "sampletag"	[CLASSES_sampletag]
Classes with either of two tags	[CLASSES_sampletagone_sampletagtwo]
Classes whose tag contains a word, such as "sample"	[CLASSES_sample_like]

The label people see for a class picker is taken from its help text.

Create a Form in Wajooba Admin

Step 1: Open Forms

1. Sign in to your Wajooba admin.
2. In the left menu, go to Grow > Forms.

The Forms page ("Student registration and custom forms") lists your forms with their Name, Last Updated and Created Date. Use Search forms... to find a form.

Step 2: Name the Form (Step 1 of 3)

1. Click + Add. The Create Form page opens on Step 1 of 3.
2. Enter a Name (required), such as "Sample Form".
3. Optionally enter a Header and Sub Header. The Preview on the right shows how your form will look to users.
4. Click Next.

Step 3: Choose the Fields (Step 2 of 3)

1. Under Form Fields, Name, Email and Phone are always included and stay at the top (marked Required).
2. Drag fields between Registration Fields and Available Fields (such as Emergency Contact and Date of Birth), and drag to reorder them below the required fields.
3. Tick Signature Required if people must sign the form, and Trial signup form (feeds Trial Signup Agent) if this is a trial signup form.

Step 4: Add a Custom Field

1. Click + Add Field. The Create Custom Field window opens.
2. Choose a Field category: Standard (Text, dropdown, checkbox, radio, and more) or Special (dynamic fields such as a class picker).

3. Choose a Type: Text, Number, Text Area, Check Box, Radio Buttons, Header or Dropdown.

4. Enter a Name (the field label), such as "Sample Short Answer".
5. Enter a Field tag in lowercase with no spaces, such as "sampleshortanswer".
6. Optionally add Help text (placeholder or help text).
7. Turn on Is Mandatory if the field is required, then click Submit.
8. Back on Step 2, click Next.

Step 5: Add a Footer (Step 3 of 3)

1. Enter a Footer, the text shown after the form, such as a thank-you note or terms.
2. Click Submit to save the form.

Step 6: Publish and Share the Form

Open the form from Grow > Forms to see its detail page:

Control	What it does
Published switch	Turns the form's visibility on or off
Copy form link	Copies the public link to the form
View form	Opens the public form
Edit Form	Reopens the 3-step form editor
Delete form	Deletes the form
Responses tab	Shows submissions, with All PDF and a Download PDF option for each response

Click View form to see the public form. It shows your fields, a security verification, and a Submit form button.

Good to Know

Topic	Details
Custom fields	+ Add Field creates a new custom field from Step 2 of the form editor.
Required contact fields	Name, Email and Phone are always included and stay at the top of every form.
Dropdown and radio options	Each one can have up to 6 options.
Field tags	Use lowercase with no spaces, such as "sampletag".
Unpublishing vs deleting a form	Turning off the Published switch hides the form. Delete form removes it.
Duplicates	Use Search forms... on the Forms page to check whether a form already exists before you add a new one.
Sharing a form	Use Copy form link on the form's detail page to share the public form.

Troubleshooting

Problem	What to do
A field isn't showing on the form	Open the form, click Edit Form, and on Step 2 drag the field from Available Fields into Registration Fields.
"Field tag can't be empty and use lowercase without spaces"	Enter a field tag in lowercase with no spaces, such as "sampleshortanswer".
The class picker is empty	Check that you have upcoming published classes with the tag you used.
People can't open the form	Check that the Published switch is on for the form. To show it on your website, use the AI assistant (see the link below).

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Want to create forms with AI? Connect Wajooba's MCP server to Claude or Grok Bot