not everything needs slots
Build a plain form (no slots)
A connect card, a prayer request, an interest list for the spring retreat, feedback after VBS — none of these have spots to fill. They just need answers. Until now that meant a separate forms tool and a spreadsheet nobody reconciled. A plain form is the same sign-up sheet you already know, minus the slots, so the answers land where your volunteers already do.
Start a form
From your dashboard, click “+ New sheet.”
In the “What are you organizing?” chooser, pick 📝 Just a form.
Give it a title.
“New Here? Connect Card,” “Prayer Requests,” “Interested in the Men's Retreat.” A description, date, time, and location are all optional; a connect card usually leaves them blank, and a camp-paperwork form might set the trip date.
Add your questions.
The form opens on its Questions tab. Add a question for everything you want to know — short answer, dropdown, or yes/no, required or optional, with help text where it helps — and show a question only when an earlier answer calls for it (“Are you new here?” → “How did you hear about us?”). It's the same questions editor every sheet has (see Custom questions).
Choose what the form asks for.
The Sign-up form fields card on the same tab controls name, email, phone, and the note. A form starts with the note and “How many?” off and who-responded hidden, since your questions are the questions and a prayer-request form shouldn't list names publicly. Every one of those is an ordinary setting you can flip.
Publish and share.
Publish it and share the link, QR code, or website embed exactly like a sheet (see Publish, share & embed). The public page shows your church name, the title and description, then the questions and contact fields with one Send button. No cards, no picking.
Where responses go
- The Responses tab. Every response in one searchable list with the person's contact details and answers; flip to the table view for a column per question, and on Basic and Pro download it as a CSV (see See everyone who signed up).
- Your inbox. New-response emails follow the same setting as sign-up emails — instant, or in the daily or weekly roundup — and a response's email includes the answers. On Pro, a form can post responses to Slack too.
- Your People page. Everyone who responds joins the roster, so a visitor who filled in the connect card is there the next time you invite your regulars to serve.
- Your ChMS (Pro). Each response's person is matched by email or created, like any volunteer. Nothing is ever scheduled from a form.
What a form doesn't do
Because there are no spots, a few sheet features don't apply and don't show in the editor: the waitlist, the sign-up deadline, the last-call blast, the spots-still-open heads-up, reminder emails and texts, and the serving-schedule links to a Planning Center team, Breeze tag or event, or Elvanto group. Everything else works: invitations to your regulars, recurrence (a weekly prayer-request form), the form design, and the embed.
Common questions
- What's the difference between a form and a sheet?
- A sheet has slots — spots people claim, with a count and sometimes a time. A form has none: just your questions, name, and email. Both live on your dashboard, share the same link and QR code and embed, and both land their people on your People page. Pick “Just a form” when there's nothing to fill, only something to ask.
- Can the same person respond more than once?
- Yes. Every send is a new response, so someone can submit two prayer requests a week apart, or a family can fill in the connect card once per visitor. (That's different from an RSVP, where answering again with the same email updates the earlier answer.)
- Do responses get a confirmation email?
- Yes, when the person gives an email: they get a copy of their answers with a link to remove the response. Email is required by default; you can make it optional in the Sign-up form fields card, and responses sent without one simply get no copy.
- Do responses sync to my ChMS?
- On Pro with a ChMS connected, yes — each response's person is matched by email or created, exactly like a volunteer who signs up. Nothing is ever scheduled or added to a team, group, tag, or event from a form; the details are in What sync updates.
- Can a form have a date?
- It can — a camp-paperwork form tied to the trip date, say. The date shows on the page and the confirmation email, and the email carries a calendar invite. A connect card or prayer-request form just leaves it blank. There are no reminder emails for forms either way: there's no shift to remind anyone about.
- Can I turn an existing sheet into a form?
- Not in place. Start a new sheet, pick “Just a form,” and rebuild the questions (or copy them over). Existing sheets keep working exactly as they are.
- Which plans include forms?
- All of them, including Free. A published form counts toward your plan's active-sheet limit like any other sheet.
Building a form that doesn't fit this? Contact support and a real human will reply.