Build a form

An Optical Form form is a multi-step flow the customer completes on the product page.

Create the form

1. In the app: Forms → Create form.
2. Choose a starting template or start blank:
   • Prescription Glasses — lens type → material → coating → graduation → summary.
   • Sunglasses — tint → polarization → accessories.
   • Reading Glasses — magnification grid → accessories.
   • Blank — one empty step to build from scratch.
3. Name it, choose the status (Draft / Active) and create.

Step types

On the Steps tab, each step has an Input type that defines how it renders:

Input type	What it’s for
Single select	Pick one option (lens type, treatment).
Multiple select	Pick several (combinable filters or treatments).
Graduation (Rx)	Per-eye capture (OD/OI): SPH, CYL, AX, ADD and PD. See Prescription capture.
Reading Rx (grid)	Magnification grid for reading glasses.
File upload	The customer uploads their prescription (image or PDF). See File upload.
Text input	Free note from the customer.
Accessories (cross-sell)	Add extra products to the order. See Add-ons & accessories.
Graduation summary	Shows the entered prescription before finishing.

Step settings

Each step has: an Internal ID (not shown to the customer), a Title, a Description, an Input type and several toggles:

• Required — the customer must complete the step to continue.
• Hide from summary — doesn’t show the selection in the summary or footer chips (useful for routing-only steps).
• Show 0 instead of “Included” — shows €0.00 on free options instead of the “Included” label.

Anatomy of an option

In select steps, each option can carry:

• Label, description and image (from your Shopify Files or by URL).
• Info badge — visual text (e.g. +250) that does not affect the total.
• Incompatible with — prevents combining it with other options.
• Next step (on click) — sequential, jump to a specific step, or Submit (end).
• Add-ons — Shopify products billed as separate lines when the option is picked.
• External action — replaces “add to cart” with a message + button (appointment, WhatsApp, in-store only).

See Add-ons, accessories & external actions.

Conditional branching

Each option’s Next step field defines which step the flow jumps to — so “Prescription glasses” and “Reading glasses” can take different paths from the same first step. The editor’s flow diagram visualizes every jump.

Assign & design

• Products — assign the form to one or more products.
• Design — colors, typography and which data shows in the cart. See Design & cart.
• Sync — publish changes to the store. See Sync.