Add custom forms to your booking page
Easily customize your booking process by collecting specific details from your clients. Whether you need general client information or service-specific details, adding custom forms ensures a seamless experience. Here are two ways to add custom fields. Fields refer to individual data entry points (e.g., a text box or dropdown), while forms are groups of fields that organize these inputs and make them reusable across multiple services/events.
1. Custom fields for the entire order
Custom fields can be added at the order level to collect general information such as name, email address, or additional client details. These fields are displayed alongside the contact information section during the booking process. This option is ideal for collecting information relevant to all bookings within the order.
How to add custom fields for the entire order:
- Navigate to Settings > Custom Fields.
- Click + Add Custom Field to create a new field.
- Add the desired fields (e.g., text boxes, dropdowns, checkboxes).
Click Save.
The fields will now appear during the booking process for all bookings in an order.
2. Custom forms for specific services/events
For situations where you need tailored information for a particular service or event, you can add custom fields to individual services. These fields are organized into forms, which allow you to group multiple fields together and reuse them across different services without having to recreate the fields. This makes it easy to manage and streamline the process of collecting service/event-specific information.
How to add custom fields to a service/event:
- Navigate to Form Settings under the desired service’s settings.
- Add a new form that can contain one or more custom fields.
- Save your changes. The custom field(s) will appear below the booking of the respective service/event.
- If needed, reuse the form for any other service/event.