Create and publish a consultation form

Build the current Laney consultation form with customer and reservation groups, then test a public submission.

This tutorial reproduces the current Consultation request form. The customer enters contact data, a lasting consultation goal, and request-specific reservation data on one page. Laney saves each value to its correct owner.

Build this structure

Location	Fields	Setting
Contact details	Name, email, and phone	Customer basic fields. Do not duplicate them.
Contact details	Consultation goal	Customer, Text Area, required, has a Description
Contact details	Interests	Customer, Multi Select, optional
Reservation	Start time and notes	Reservation basic fields
Consultation details	Consultation type	Reservation, Select, required, condition gate
Consultation details	Other details	Reservation, Text Area, required when type is Other
Consultation details	Preferred channels	Reservation, Multi Select, optional
Consultation details	Background notes	Reservation, Markdown, optional

Use Profile Then Insert, Public, and the starts_at and notes basic fields.

Review content, AI context, and the write action · 0:14Review the title, description, success message, Prompt, Mode, and Access. Manage the questions in Custom fields.Download MP4

Read the video steps

Open the consultation form in Forms.
Review the customer-facing title, description, and success message.
Keep only extra AI operating context in Prompt.
Set Mode to Profile Then Insert.
Use Public access for new consultation requests.

Before you begin

Select the organization or branch that owns the form.
Check the landing domain and hero image. A full-page public form uses the same brand image.
Prepare synthetic contact and request data.
Check availability rules before you collect a reservation time.

Do not recreate contact fields

Name, email, and phone are customer basic fields. A duplicate custom field can make the contact section repeat or make the form configuration invalid.

1. Define the form action

Open Forms. Select Add.
Enter consultation-request for Slug.
Add a localized Label, Description, and Success Message. Tell the customer why you need the data and what happens next.
Select starts_at and notes in Static Fields.
Select Profile Then Insert for Mode.
Select Public for Access.
If an AI CTA will use the form, add only extra operating context in Prompt. Do not repeat the questions. Do not put secrets in it.
Turn on Active. Save the form. Do not share the link until testing is complete.

2. Add lasting customer fields

Open Custom fields. Create these fields. Search for the real form in Forms. Do not enter an arbitrary slug.

Setting	Consultation goal	Interests
Target	Customers	Customers
Key	`consultation_goal`	`learning_interests`
Kind	Text Area	Multi Select
Description	Explain what the customer must include.	Tell the customer that several values are allowed.
Field Group	Customer details	Customer details
Visibility	Public	Public
Required	On	Off
Forms	`consultation-request`	`consultation-request`

Profile Then Insert combines these fields with the contact basic fields. It does not create a second customer group in the public form.

3. Add request-specific reservation fields

Set Target to Reservations, Field Group to Consultation details, and Forms to consultation-request for each field.

Key	Label	Kind	Required	Extra setting
`consultation_type`	Consultation type	Select	Yes	Add the options that the organization serves.
`other_topic`	Other details	Text Area	Yes	Set Show When to `consultation_type=Other`.
`preferred_channel`	Preferred channel	Multi Select	No	Add the contact channels that you support.
`background_notes`	Background notes	Markdown	No	Use for structured context or lists.

Keep a gate and its follow-up in the same target, form, and group. Do not nest conditions. See Create conditional fields for the full rules.

4. Test the public form

Submit a grouped and conditional consultation form · 0:55Enter contact, customer, reservation, and conditional data next to the fixed hero image. The video uses synthetic data.Download MP4

Read the video steps

Check the form-only layout and fixed hero image.
Enter contact details and a lasting consultation goal.
Select an available reservation date and time.
Select Other and check that the follow-up appears.
Enter background notes and confirm that only the form pane scrolls.
Submit and wait for the success message.

Copy the public link from Forms. Open it in a signed-out window.
Check the fixed hero image on a wide screen and the single-column layout on a phone.
Check that name, email, and phone each appear once.
Read every Description. Check that customer and reservation fields are in the correct groups.
Test the closed and open conditional paths.
Enter synthetic values. Refresh before submission. Check that the draft returns.
Submit once. The success message must appear only after the server write succeeds.

Check the result

Open the newest Submitted item in Responses. Compare Customers and Reservations.

Location	Must contain	Must not contain
Customer	Contact details, consultation goal, and interests	Request-specific consultation fields
Reservation	Start time, notes, type, channels, and background	Copies of customer custom fields
Response	Submitted status, answers, field definitions, and linked targets	Data from another organization or branch

Share the public link only after this check passes. Continue with Review responses and start follow-up work.