Booking Forms

Create custom booking forms for client inquiries.

Booking Forms

Custom booking forms capture the information you need from clients.

Default Form Fields

Every booking form includes:

  • Client name
  • Email address
  • Phone number
  • Preferred date/time
  • Service selection

Custom Fields

Adding Fields

  1. Go to Scheduling > Forms
  2. Click "Add Field"
  3. Choose field type
  4. Configure options

Field Types

  • Text - Short answer
  • Textarea - Long answer
  • Select - Dropdown options
  • Checkbox - Yes/no questions
  • Radio - Single choice from options
  • Date - Date picker
  • File - Upload capability

Form Logic

Conditional Fields

Show fields based on answers:

  1. Add a field
  2. Click "Add Condition"
  3. Set trigger (if X, show Y)
  4. Save logic

Example: Show "Wedding Details" only if "Wedding Photography" selected.

Required Fields

Making Fields Required

  1. Edit the field
  2. Enable "Required"
  3. Client must complete to submit

Embedding Forms

On Your Website

Get embed code:

  1. Go to Forms
  2. Click "Embed"
  3. Copy the code
  4. Paste into your website

Direct Link

Share the form directly:

  1. Click "Share"
  2. Copy the link
  3. Send to clients or post on social

Form Notifications

New Submission Alerts

When someone submits:

  1. You receive email notification
  2. Submission appears in dashboard
  3. Client receives confirmation

Customizing Notifications

  1. Go to Form settings
  2. Edit notification template
  3. Add team recipients if needed

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