Field Types

Pembee supports multiple field types in the field configuration to allow maximum flexibility for your business. This guide will walk through all the field types and when to best use which field. To understand the basics of how to create and configure the fields, please read the guide on Field configuration.

Text inputs

Short text and Long text

This allows your customer to input free text. Long text allows multiple lines/ paragraphs and simple formatting, and is more suitable for questions that require more detailed elaboration.

Phone

This allows you to collect phone numbers from users.

Select inputs

Dropdown

It allows users to choose one of the many options available. It will be displayed as a drop-down list.

You can configure the dropdown options by scrolling down to "Field options" section in the form.

Single checkbox

Display check or uncheck options.

Please note that if a single checkbox is a required field, users will have to check the box before they can proceed to the next step. Therefore this is most suitable in situations where you are asking for a consent, rather than collecting a Yes/ No answer. If you want to collect a Yes/ No answer, and require the question to be filled in, it is best to use the Dropdown described above and make that field Required.

Select Multiple

This allows users to select multiple options that apply to them. It will be displayed as a series of checkboxes.

You can configure the options available by scrolling down to "Field options" section in the form.

Please note that if a multiple checkbox is a required field, users will have to check at least one of the boxes before they can proceed to the next step. If you are collecting information such as medical conditions, it is best not to make this a required field. Alternatively, you can add another option None of the above, but this is not recommended, as users can select multiple answers including None of the above, which might cause some data quality issues.

Date

Date field allows you to collect dates, such as birthday, school start date, etc.

File upload

You can also create a user/ attendee field that allows users to upload a document or image. The file will be saved in the relevant user/ attendee record.

About Label and Help text:

When you add a new field, you can make use of the Label and Help text to make the display more user friendly. Label is the name of the field that will be shown to the users. It will also be used as the column name in your admin area, such as registers. We suggest keeping it short and make use of the Help text field, which will be displayed to the users as additional context for this field. For example, if you want to collect photo consent from the user, you can create a field with the label 'photo consent', and add additional details in the Help text, such as 'By giving this consent, you authorise us to take photos during the event and to share the photos on our website or marketing materials.'

This will be shown to the user as below:

Conditional Text:

When using a conditional text field on a booking form, you can capture essential information that's only needed under specific circumstances.

Here's how it works:

A user is presented with a trigger question, For example, "Existing Qualifications?" with "Yes" and "No" as options.

The conditional text field is linked to one of the options, in this case, "Yes."
If the user selects "Yes," the text field becomes visible and required. They must fill in their qualifications before they can complete the booking.

If they select "No," the text field remains hidden, and they can proceed without providing that information.

This method ensures you get all the necessary details without cluttering the booking form for every user, making the process cleaner and more efficient.