Where to manage form fields
/admin/settings/booking → Form tab.
Available field types
| Type | What it is | Example use |
|---|---|---|
| TEXT | Single-line text input | ”How did you hear about us?” |
| TEXTAREA | Multi-line text input | ”Anything we should know?” |
| NUMBER | Numeric input | ”How many people in your party?” |
| DROPDOWN | Select one from a list | ”Preferred stylist” |
| RADIO | Pick one option (buttons) | “First-time visit? Yes / No” |
| CHECKBOX | One or more checkboxes | ”Any allergies? (multiple choice)“ |
| DATE | Date picker | ”When did your symptoms start?” |
| CONSENT | Single required checkbox | ”I agree to the cancellation policy” |
Adding a field
- Click Add Field.
- Pick a type from the dropdown.
- Enter a label (the question the customer sees).
- For DROPDOWN, RADIO, or CHECKBOX, enter the options (one per line).
- Toggle Required on/off.
- Click Save.
Reordering fields
Drag fields up and down in the list. The order on your form is the order customers see on the booking page.Disabling a field
Click the field → toggle Active off. Disabling:- Removes the field from new bookings immediately.
- Preserves answers on historical bookings (still visible in the customer detail view).
Default vs. service-specific fields
By default, every service uses the default booking form. For services that need different questions (e.g., a dental cleaning vs. a teeth-whitening consultation), you can create a custom form per service in Settings → Services → Edit Service → Form. When a customer selects a service on the public booking page, the form shown is the service’s custom form if one exists, otherwise the default form.Best practices
- Keep it short. Every extra field reduces conversion. Aim for 3–5 custom fields max.
- Mark fields as required only when truly needed. Optional fields feel friendlier.
- Use CONSENT for policies. “I agree that no-shows forfeit my deposit” is a legitimate use of a required consent field.
- Avoid asking for info you can derive. Don’t ask for the customer’s email if you’ll send confirmation by SMS only.
Where answers appear
Customer answers show up in three places:- Booking detail view in
/admin/bookings— when you click a booking row. - Customer record in
/admin/customers— on each historical booking. - Booking confirmation email sent to your team (if enabled).