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Forms, Surveys and more

Updated this week

Hopoti Forms help you collect any kind of information you need – from waivers, feedback surveys and contract agreements to waiting lists and competition entries.

  • Registration Form

    • Speciality: When making bookings, customers are required to fill out the Registration Form.

    • Learn more: help article.

  • Other waivers

    • Examples: Photo Release Forms, Permission Slips

  • Contracts

    • Examples: Rental Agreements, Horse Boarding Agreements

  • Surveys

    • Examples: Feedback Surveys, Wish Surveys

    • Speciality: Filled forms are available automatically as summaries, with graphs, calculated averages and more.

  • Waiting lists

    • Examples: Waiting lists for stables, lessons or camps

  • Competitions

    • Examples: Collecting competition registrations and information

  • Forms

    • Examples: Any other forms

✍️ This article will explain how to use the regular Forms feature, but keep in mind that as part of the Forms, we also support Registration Forms – which the customers are required to fill out before making bookings in Hopoti. Learn more about that from the help article.


βž• Create Forms

Head to Forms > Edit Forms and tap the Add new form button to start. You can select desired form type and start crafting the form for your business. You can draft the form as long as you like and save it in between, as Publishing is a separate option.

The content of the forms is up to you! You can select which fields are required and optional, and we also have a wide range of field options available to customize the form as you like:

  • Header / Paragraph

    • Form title, subheaders and text content.

  • Signature

    • Collect signatures with an automatic name clarification field.

  • User Information

    • Include all information saved on the User's profile at the time of the form submission.

  • Horse Selection

    • Ask the user to make a single selection from your public list of horses.

  • Select

    • Single dropdown selection from the set options.

  • Checkbox Group

    • Single or multiple checkbox selections from the set options.

  • Radio Group

    • Single radio button selection from the set options.

  • Text Field

    • A single row of text for the customer to fill.

  • Text Area

    • A bigger text area for the customer to fill.

  • Number

    • A single row of a number for the customer to fill.

  • Star Rating

    • Customers can choose a rating between 1–5 stars.

  • Emoji Rating

    • Customers can select satisfaction between 1–5 emojis.

Once you're happy with the form, tap it as Published and Save. This will make the Form ready to be filled with your selected Form Settings.


βœ… Share and Use the Form

Published forms are visible through:

  • Your Hopoti front page (if enabled in Form Settings)

  • During checkout for events and services (if attached)

  • As direct links to share via email, Feed, social media, etc.

Each form can be customized with Form Settings:

  • PDF generation options

  • Email copies to client and/or business

    • Save form email in Business Settings > Emails to enable.

  • Event use: required once or every time when making bookings.

We also have a help article for customers on Filling out Waivers and Forms.

βœ”οΈ After the form is filled, it is safely stored in Hopoti and when enabled, a unique PDF document is also created and email copies sent. You can use Forms to scroll through the filled forms, open them, download them and much more.


πŸ“Œ Attach to Events and Services

You can attach any number of forms to events or services. Clients will be asked to fill these out during checkout. Use this to:

  • Extra questions for competitions or trail rides

  • Asking special dietary requirements for camps

  • Pre-entry data for lessons or private sessions

  • Collecting horse requests & wishes

Submissions are automatically shown inside the event window, next to attendees.


πŸ—‚οΈ Use Form Categories

You can create and manage form categories, with colors and labels, to track form statuses or internal processes and workflows. Examples:

  • 🟑 "Waiting” β†’ new request

  • 🟒 "Done” β†’ completed

Set default categories per form and move them around per completed form as needed. Suits perfectly workflows like Stablecard Upgrade Requests and more.


πŸ“Š Summarize and Export Responses

For survey-type forms or multiple submissions, you can view:

  • Graphs, percentages, and averages by clicking Summary.

  • Calculated summaries of each question.

  • Export options for CSV and Excel by clicking Download.

Perfect for feedback analysis or spreadsheet use.


♾️ Unlimited Forms & Signatures

With Hopoti Waivers & Forms, there are no limitations on how many forms you can create or how many signatures you can collect. We don't charge anything per signed form – everything is already included in our standard Hopoti pricing.

Legally Binding Agreements

E-signatures carry the same weight and legal efficiency as handwritten signatures and paper documents in most parts of the world:

EU – eIDAS Regulation – Simple Electronic Signature (SES)

UK – eIDAS Regulation – Simple Electronic Signature (SES)

US – ESIGN & UETA Regulations – Electronic Signature

AU – ETA & ETR Regulations – Electronic Signature

CA – PIPEDA Regulations – Electronic Signature

Certificate of Authenticity

Each digitally signed Hopoti Form is certified authentic through a unique document ID. This certificate provides peace of mind, verifying that your signed forms have not been modified after signing and match the original document signed.

Securely Stored in the Cloud

Every transaction on the Hopoti platform is processed by a closely monitored Amazon Web Services (AWS) server infrastructure, secured with Cloudflare firewalls and encrypted using industry-standard 256-bit HTTPS Encryption.

Disclaimer

The information or features on the Hopoti site, help articles or other materials are for general information only and are not intended to serve as legal advice, opinion or tool. Laws governing the subject matter may change quickly, so Hopoti cannot guarantee that this site's information or features are current or correct. Should you have specific legal questions about any of the information or features on this site, or their suitability for your business, you should consult with a licensed attorney in your area.

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