Breely forms are a powerful way to gather information from your clients, whether they're booking an appointment, signing up for a class, or making a purchase. This article will walk you through the various question types available in Breely forms and how you can use them effectively.
Basic Question Types
Single Line of Text
Use this for short, open-ended responses.
Example: "What are your preferred pronouns?"
Numeric Option: You can constrain responses to numbers only, and even set minimum and maximum values. This is useful for collecting quantities (e.g., "Number of chickens you wish to purchase").
Paragraph
Ideal for longer, more detailed text responses.
Example: "Please provide any relevant background information."
Date
Requires clients to select a specific date.
Example: "What is your birthday?"
Yes/No
Presents a simple yes or no option. You can make this required, forcing clients to choose one.
Agree to Terms
This special "Yes/No" question type is designed for agreements.
It's required by default.
Add your terms and conditions (e.g., cancellation policy) in the description. Clients must check this box to proceed.
Checkboxes
Allows clients to select multiple options from a predefined list.
Example: "Favorite type of ice cream" (allowing selection of chocolate, vanilla, strawberry, etc.).
Dropdown
Allows clients to select a single option from a list. It's great for long lists as it keeps the form clean until clicked.
Radio (Buttons)
Similar to dropdowns, clients select a single option. Radio buttons are best for shorter lists of options that you want to be visible immediately.
File Upload
Enables clients to upload files, such as images or documents.
Example: "Please upload a picture of your pet."
Client Information Question Types
These questions are specifically designed to gather and manage client details within Breely.
Client Contact Info
This is a default field that asks for the client's name and email address.
Breely uses this information to look up existing clients or create new client records.
If you're booking for something other than a person (e.g., a doggy daycare), you can add/edit the label prefix like "Dog" so the input label becomes "Dog Name," "Dog Email Address."
If you allow clients to book multiple spots for a class, toggling on "Guest Info" will automatically create separate contact fields for "Person number one," "Person number two," etc.
Email Address
This field specifically validates for a correct email format and checks for common typos (e.g., suggesting "gmail.com" if "gmail" is entered). This behavior is also present in the email field of the "Client Contact Info" question.
Use Case: You might use this alongside "Client Contact Info" if you need to collect a guest's email address in addition to the main booking client's.
Phone Number
Collects a valid phone number, including country codes if Breely detects the client or you are outside the US.
SMS Automations: This field is crucial for sending text message automations. You can include an opt-in option to ensure clients consent to receiving SMS messages.
Client Login
A powerful question type that allows clients to log in to their Breely account when submitting the form.
Recommended Placement: Typically placed as one of the very first questions in your form.
Login Methods: Clients can log in by verifying their email address, or using their Google or Apple accounts.
Benefits of Client Login:
View their booking history.
Access purchased packages.
Manage subscriptions and update cards on file.
Pre-fill forms: If they've filled out the form before, their past information will automatically populate.
Optional Login: Clients can choose to skip login if you don't make it a required field. Even if they book appointments as a guest, those appointments will be associated with their account if they log in later.
Booking and Sales Question Types
These questions integrate directly with Breely's scheduling and sales features.
Appointment
This question transforms your form into a scheduling or booking form.
Automation Triggers: Enables specific automation triggers related to appointments (scheduled, rescheduled, canceled).
Admin Booking: Can be used as an option when you, as an admin, are booking appointments.
Extensive Options: Customize the booking flow (e.g., choose staff member first, then event type, or vice-versa). Filter available event types or staff members, enable recurring appointments, and allow booking of multiple spots.
Class Booking
Requires classes to be set up in your Breely account.
Displays available classes on a weekly or monthly calendar.
Filter classes by type (e.g., advanced, beginner).
Options for booking multiple spots, hiding spots left, and customizing labels (e.g., "Register" instead of "Book").
Add-ons
Allows clients to select additional services or products when booking an appointment or even on a standalone form.
Example: A "mat rental" for a yoga class.
Add-ons can optionally impact the appointment's price and duration.
On standalone forms, add-ons function similarly to an online store.
Packages
Displays all available packages or subscriptions in your account, allowing clients to purchase them directly through the form.
Breely automatically adds a form with this question when you enable the packages and subscriptions feature.
Payment
This question is hidden from clients and is used to create a simple, fixed-amount payment form.
Use Case: Ideal for collecting a flat deposit or an invoice payment.
Important: This is for a fixed amount payment. It is not the credit card checkout step. The checkout page (where clients enter credit card details) will automatically appear if an add-on, package, subscription, or appointment with a price is selected.
Advanced and Utility Question Types
Display Text
Simply shows text to clients. No input is required.
Use this for adding background information, descriptions, or formatting to your form.
URL Parameter
Advanced, for tech-savvy users.
Allows you to pass information into the form via the URL (e.g., UTM source for tracking).
This information is not visible to or filled out by clients.
If a URL parameter matches a custom field name, it will pre-fill that custom field.
Signature
Enables clients to sign or type their name directly on the form.
Behavior Change: Once a signature is added, the form becomes digitally signed, timestamped, and uneditable.
You can download a PDF copy of the signed form.