Custom booking forms

Custom booking forms let you collect job details before an appointment is confirmed. When a form is attached to a calendar, the visitor picks a time slot and then fills out the form to book. Answers mapped to custom fields are saved to the contact record. A roofer can capture the roof type and address before the visit, and a groomer can ask about breed and size.

To attach a form:

• Create and save the form, with at least one field, under Sites > Forms.
• Go to Calendars > Calendar Settings and click Edit on the calendar.
• Open the Forms & Payment tab, choose the form from the Select Form dropdown and click Save.

Each calendar can have one custom form. You can reuse the same form on several calendars, but you add it to each one separately. Changes you make to a form show up on every calendar that uses it.

Forms can do more than collect answers. Show and hide logic adjusts fields based on responses. Disqualify logic is checked before booking, so a disqualified lead gets no appointment and no payment is collected. In the confirmation page setting, you can use the default page, a redirect URL or the form's own redirect and message rules. If the form has no redirect or message rule, the default confirmation page appears.

Responses are saved only after the visitor clicks the final Book Appointment button. Your team can then review submissions in the Forms tab of the appointment window, from Calendars, Contacts or Conversations, without opening the Forms module. Default booking details such as name, email and phone appear in the contact section instead.

Forms on bookings your team creates

When you create a service booking yourself from the appointment window, a booking form section lets you attach a form and fill it in for your customer. Your usual form is preselected, and you can switch to any other form. The contact's first name, last name, email and phone come prefilled. CAPTCHA, product and payment fields are hidden when your team fills the form this way. Attaching a form is optional, and for now it can only be done while creating the booking. You can view the submitted form any time in the appointment details.