Create Custom Forms

What are Forms?

Forms allow you to request additional information from the customer during booking – beyond the standard fields (Name, Email). You can add as many custom fields as you like and distribute them across multiple pages.

Create a New Form

1. Navigate to Forms in the left sidebar.
2. Click on New Form.
3. Give the form a name (e.g., “Initial Consultation Form”).
4. Add fields by clicking on + Add Field.

Available Field Types

• Text Field – Single-line text input (e.g., Company Name)
• Text Area – Multi-line text input (e.g., Describe Issue)
• Dropdown – Single selection from predefined options
• Checkboxes – Multiple selection from options
• Radio Buttons – Single selection as buttons
• Email – Email input with validation
• Phone – Phone number input
• Number – Numeric input

Multi-Page Forms

You can split more complex forms across multiple pages. The booker will then navigate step by step through the pages. Each page can have its own title.

1. Click on + Add Page in the form editor.
2. Drag and drop fields between pages.
3. Each page will be displayed as a separate step in the booking process.

Assign Form to a Booking Type

1. Open the desired booking type under Booking Types.
2. Select your custom form from the dropdown in the Form tab.
3. Save the booking type.

If no form is assigned, the default form (Name, Email, Notes) will be used.