To access the Booking Form

Adding a new field

1. Click Add Field.
2. Enter the field name and choose whether it is mandatory.
3. Select the field type: single line (up to 50 characters), multi line (up to 2000 characters), email, checkbox, dropdown, radio button or date.
4. Click Save.

Enabling guest invites

Useful for sessions with more than one participant, such as a joint consultation. Hover over the Invite Guest field, click the eye icon to make it visible, and the edit icon to rename it if needed. Up to 10 guest email addresses can be added, and each guest receives email invites, reminders and calendar links.

Customising the confirmation button

The button defaults to “Schedule Appointment” for free appointments and “Pay and Schedule Appointment” for paid ones. To change the text, hover over the confirmation button field, click the edit icon, enter new text and click Save.

Where custom field values appear

Custom field values show up in the Booking Summary under Additional Info, and in the List View appointment summary.

Enabling the customer portal for registered users

Click Registered Users and check Booking as a registered user. Sign up and sign in options only appear on the booking page once this is enabled. Field configuration works the same way as for guest users, and fields can be rearranged by dragging and dropping them.

Tips

• Use separate First Name and Last Name fields if you sync bookings with Zoho CRM, for cleaner data mapping.
• Lock the country code to avoid phone number formatting errors.
• Only ask for information you actually need with custom fields.
• Enable Guest Invite for sessions with more than one attendee, even if the service is set up as one on one.