Build and configure your booking form to capture all of your customer's details for an event.
Share the form link or embed the widget into your website. Control what happens after the form is submitted.

How to Edit a Booking Form

From your dashboard, select the Bookings icon.
Click on Forms.
Click on Booking Form
At the top of the page, Click Build.
The first section you see is the form that customers must complete in order to proceed any further with booking or checking availability. This is usually the Event Type and Event Date.
To add more fields into your form, hover in between fields until you see the + button (not the + in the circle if you have not added a logo in your branding yet) and the field chooser will appear.
Select what fields you wish to have on your form, by clicking on them in the menu.
You can add more fields into this widget if you require more information to validate the customer first such as contact details.
You are able change the order of the chosen fields by hovering over the Bullet List icon to the left hand side and move them to your chosen order.
Click Save

How to Edit the Fields on a Form.

To add more fields into your form, hover in between fields until you see the + button (not the + in the circle if you have not added a logo in your branding yet) and the field chooser will appear.
Select what fields you wish to have on your form, by clicking on them in the menu.
You are able change the order of the chosen fields by hovering over the Bullet List icon to the left hand side and move them to your chosen order.
Each field has its own settings. Click on the Settings Cog (hover over the top right of a field) to adjust the style and other options.
Should you wish to change the appearance of your form, you can do so by using the features in the top right hand corner of the page.
Colour / Background Image
Format / Layout
Text Colour / Font
View on Mobile / View on Desktop
Click Save

How to Configure a Booking Form

At the top of the page, Click Configure.
Form Settings shows the Form Name, which you can edit
Brand shows the Brand which is associated to the form. If you have more than 1 brand, you will be able to change the Brand from the dropdown menu.
After Form Submit - After the form is submitted, the default redirection is :-
- Payment
- Sign Contract (with options)
- Set Status to (with options)
- Redirect to (with options)
Default Tax Display - choose from the dropdown menu.
Click Save

How to Share a Booking Form

At the top of the page, Click Share.
Form URL allows you to Copy Form Link.
Embed Widget
- Remove Background Styling on Embed using the toggle
- Embed Code allows you to Copy Widget Code and paste on your website.
Embed Whole Form
- Remove Background Styling on Embed using the toggle
- Embed Code allows you to Copy Form Code and paste on your website.
Click Save.

Note - You can also use the dropdown menu (next to Save) to
- Copy Form Link
- Embed Form
- Get QR Code
- Preview Form
  
  Share Via
- Twitter (X)
- Facebook
- LinkedIn
- WhatsApp
- Email

How to Create a New Form

Click on the Forms view
Click +Add Form
A Create New Form modal will pop up.
Enter your Form Name in the text box.
In Form Purpose, select Create Booking
Click Create & Edit Form.
Follow the options above to Build, Configure & Share your form.

Forms

How a user can set their own availability

How to set up product quantities

How to create a Multi Step Booking Form

How to create and edit a questionnaire for clients to complete

How clients can book a multi day event

How to Create a New Lead Form

How to Share a Lead Form

How to Configure a Lead Form

How to Edit the Fields on a Lead form

How to Edit a Lead Form

How to Create a New Booking Form

How to Share a Booking Form

How to Configure a Booking Form

How to Edit the Fields on a Booking Form

How to Edit a Booking Form

How to add an Event Type

How to assign specific equipment and service units to certain locations

How to assign specific users to certain locations

How to Add a Travel Fee to Your Booking Form

How to view forms inside the client portal

Event Date and Time Field Overview

Field Settings Overview

Forms Overview

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Views

Widgets

Forms

How a user can set their own availability

How to set up product quantities

How to create a Multi Step Booking Form

How to create and edit a questionnaire for clients to complete

How clients can book a multi day event

How to Create a New Lead Form

How to Share a Lead Form

How to Configure a Lead Form

How to Edit the Fields on a Lead form

How to Edit a Lead Form

How to Create a New Booking Form

How to Share a Booking Form

How to Configure a Booking Form

How to Edit the Fields on a Booking Form

How to Edit a Booking Form

How to add an Event Type

How to assign specific equipment and service units to certain locations

How to assign specific users to certain locations

How to Add a Travel Fee to Your Booking Form