How to Customize Your Open House Form Questions

Before You Start

• Custom questions are available on paid plans

• If you’re on a team plan, you can use:

  • Shared Form (same questions for all agents)

  • Personal Form (each agent manages their own questions)

Steps

1. Click Customize → Forms in the sidebar

2. Choose Personal Form or Shared Form

3. Click View Form

4. Click New to create a question

5. Enter a label (your question)

6. Select a field type:

   • Text

   • Number

   • Yes / No

   • Choice

7. Add answer choices if using a Choice field

8. Click Create

9. Click the + button to add the question to your form

Managing Your Form

• Click the trash icon to remove a question from your form

• Set each question as Required or Optional

• Reorder questions as needed

Result

Your custom questions will appear on your open house sign-in form for all visitors.