To access the Booking Form

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Introduction

The Booking Form in Zoho Bookings lets you gather important customer information during appointment scheduling. You can tailor this form for both Guest Users and Registered Users, making it easy to capture details like name, email, contact number, and more. This guide walks you through how to configure the form, add fields, enable the customer portal, and customize booking behavior.

Step-by-Step Instructions

Accessing the Booking Form

  1. Click the Manage Business icon in the top-right corner.
  2. Select Workspaces.
  3. Choose the desired workspace.
  4. Click Booking Form to open the configuration panel.

Viewing and Editing Permissions

  • Super Admins and Admins: Can view and edit the form.
  • Managers: View-only access.
  • Staff: No access.

Default and Custom Fields

By default, the form includes three mandatory fields (editable). You can add more if needed.

 

Editing Default Fields

  1. Hover over the field and click the edit icon.
  2. Enter the new label or information.
  3. Click Save.

Name Field Customization

  • Type: Name — Displays a single input line.
  • Type: First Name and Last Name — Displays two separate input fields.

Zoho CRM Note:

If you’re pushing customer data to Zoho CRM:

  • For Name type: Full name goes to the “Last Name” field.
  • For First Name/Last Name: Fields map accordingly in CRM.

Contact Number: Country Code Settings

  1. Click the edit icon next to the Contact Number field.
  2. Choose from the following options:
    • Based on Customer’s Location (default).
    • Select a Specific Country Code: Choose from dropdown.
    • Lock the country code by selecting Lock Country Code.
    • Hide it by deselecting Show Country Code.

3.Click Save.

 

Add a New Field

  1. Click Add Field.
  2. Enter the field name.
  3. Choose if the field is mandatory.
  4. Select the field type.
  5. Click Save.

Enable Guest Invite

Ideal for sessions needing more than one participant (e.g., couple therapy):

  1. Hover over the Invite guest field.
  2. Click the eye icon to make it visible.
  3. Click the edit icon to rename it if needed.

Notes:

  • Supports adding up to 10 email addresses.
  • Email invites, reminders, and calendar links are sent to all added guests.

Customize Confirmation Button Text

You can change the button label based on appointment type:

  • Free appointments: Default is Schedule Appointment.
  • Paid appointments: Default is Pay and Schedule Appointment.

To change:

  1. Hover over the confirmation button field.
  2. Click the edit icon.
  3. Enter the new text.
  4. Click Save.

Custom Fields

You can add custom fields to capture more details. These apply to both Guest and Registered Users.

 

Available Field Types:

  • Single Line (50 characters max)
  • Multi Line (2000 characters max)
  • Email (valid format required)
  • Checkbox (multiple options)
  • Dropdown (select one option)
  • Radio Button (select one option)
  • Date (calendar input)

Manage Custom Fields:

  • Hover to reveal options to hide, edit, or delete.
  • Hide/Delete is available only for custom fields (not default fields).
  • Custom field values appear in:
    • Booking Summary → Additional Info
    • List View → Appointment Summary

Enable Customer Portal for Registered Users

  1. Click Registered Users.
  2. Check Booking as a registered user.

Note:
Only when this option is enabled, will Sign up and Sign in appear on the booking page.

Field configuration steps are the same as for Guest Users. You can rearrange fields using drag-and-drop.

Tips

  • Use First and Last Name fields if syncing with Zoho CRM for better data mapping.
  • Lock the Country Code to prevent errors with phone number formats.
  • Use Custom Fields wisely to collect only essential information.
  • Enable the Guest Invite field for multi-participant sessions even in one-on-one bookings.

Related Articles

Workspaces - Previous Custom Functions in Zoho Bookings Next - Workspaces Booking Page Settings

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