Building a form

Creating a form

Go to Forms in the sidebar, switch to the Forms tab, and choose New form. The builder lets you add, reorder, and remove questions — each question uses the same field types available for patient custom fields (short text, paragraph, email, yes/no, single or multiple select, date, number, percentage), so answers map cleanly onto a patient record later.

Starting from a template

Forms also offers ready-made templates: quick and comprehensive intake forms, plus consent, privacy-notice and cancellation-policy forms. Choose one to make your own copy, then edit it like any other form.

Templates are starting points, not legal, medical or compliance advice. Consent, privacy and fee rules vary by state or country and by profession, so have anything you use with patients reviewed by a qualified professional in your area (an attorney, or your licensing board or association). Goji doesn't guarantee that a template meets any law or standard.

Editing a form

Click a form in the Forms list to open its page: a summary with how many submissions it has, which services send it automatically, and the recent submissions. Its ⋮ menu (also on each row of the list) has Share link, Get this on your website, Open form, Edit form and Delete. Choose Edit form to change its questions. Editing a form doesn't change answers already submitted against the previous version — those stay exactly as the patient answered them.

The internal form name is the label staff see in Goji. You can give the public form a different welcome headline, introductory description, and browser & share title. Leave either title blank to fall back to the internal name.

Use a hint for guidance that should remain visible. Use an answer placeholder for a lightweight example that disappears when the person starts typing. A placeholder is never submitted as their answer; a default answer is a real pre-filled value.

Under Ending, customize the screen shown after a successful submission. An end screen can have its own headline, a formatted message, and an optional button with a label and link. Leave these fields blank to use the standard thank-you screen.

Under Layout, choose All questions on one page to show every question in a single scrollable page with one Submit button, instead of one question at a time. A short form, such as a contact form, works well this way. The question groups above still sit side by side, and a required signature is still its own last screen after the page.

A form can also include a terms & conditions block and require a signature before it can be submitted — see Signatures & consent.

Form types

On the form's edit page, Type decides how submissions are handled.

• Patient intake (the default): staff review each submission by creating a new patient, linking it to an existing one, or dismissing it. Intake forms can be attached to services and sent to patients.
• Contact: a message from someone who may not be a patient. Staff reply by email and mark it handled. A contact form is not attached to services; share its link or embed it on your website. Create patient and Link to existing patient are still available if the person goes on to book.

Both types land in the same Submissions tab, and the sidebar count includes every submission waiting for review. Once the inbox has a contact message, a row of type filters appears above the list. Avoid asking for health details on a contact form; every submission is stored and handled with the same protections as an intake.

Grouping a few questions onto one screen

Most questions get their own screen, but a few fields that read as one answer — First name / Last name, City / State / ZIP — feel better shown together. Add the questions you want grouped, then click Split into its own screen on a question to toggle it, or use + Add name fields (First + Last) as a shortcut for the common case. The builder shows each screen as its own box, labeled "Screen 1", "Screen 2", and so on — drag questions between screens by moving them up/down until they land next to the ones they should share a screen with, then use the merge/split link to group or ungroup them.

Deleting a form

Deleting a form moves it to the trash. Existing submissions already collected against it are unaffected. See Trash & recovery to restore a deleted form.