Can I add a form to my booking process?

Этот ответ пока опубликован только на английском.

Yes. You can add a custom form to your booking process, so customers arrive with the details you need already collected, instead of you having to ask for them on the spot.

Booking forms are managed from the Booking forms tab inside Bookings, under Operations. There isn't a separate Forms page — the Forms link you might come across takes you straight to this tab. An older Booking Templates link also exists and leads to the same Bookings page, but it opens on the Calendar tab by default, so from there you'd switch over to Booking forms yourself.

The fields on a form are yours to define, and you can set up a different form for different situations rather than being limited to one fixed set of fields. For example:

  • Vehicle information for an automotive booking form
  • Pet details for a pet services booking form
  • Property details, such as address and type, for a real estate booking form
  • Any other custom field your business needs

Each form gets its own link you can share, so you choose which form to send out for which service or industry, rather than one single form automatically changing its fields based on what the customer picks.

Send the link once, and the information you need is already waiting for you by the time the customer arrives.

Другие формулировки этого вопроса

  • How do I collect customer information before an appointment?
  • Can I create intake forms?

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