You can control what a client sees from what they have already entered. You do not need a different setup for every combination. The same tools work together: fields saved on the job, visibility rules on packages and products, and conditions on form fields.
How it works
A field saved on the job can be used later to show or hide packages, products or other form fields. Built-in fields such as Event Date, Brand and Location already work this way. If you create your own field on a form, tick Add to core Job fields? so it can be used in those rules.
You set this in three places:
Limit Visibility on a package or product, in the Store. This shows or hides that item.
Conditionals on a form field, in the form builder. This shows or hides another question on the same form.
The Visibility tab on a capture additional data form. This shows the whole form only when the booking already matches a condition, for example a particular service.
Field Visibility on a Job Management field only chooses whether that field is used on leads, bookings or both. It does not show or hide options on a form.
Show or hide a package or product
Click the Store icon.
For a package, stay on the Services tab and click the package (or click the ellipsis and choose Edit). For a product, open the Products tab and click the product.
Open the Limit Visibility tab.
On a product, under Where should this product be visible?, choose Job.
Choose Match ANY (the item shows if any condition is true) or Match ALL (every condition must be true).
Click Add new condition, pick what to check, an operator and a value.
To add a separate group of conditions, click Add second condition set.
Click Save.
How to limit which packages show on your booking form and How to show upgrades only for certain packages walk through this in more detail. To hide a package everywhere, see How to archive/hide a Package.
Show or hide a form field
Open your form. For a lead form, go to Leads > Forms. For a booking form, go to Bookings > Forms.
On the Build tab, click the gear on the field you want to show or hide, then click Conditionals.
In If, choose the field to check, pick an operator and enter or pick the value.
To check more than one thing, click Add new condition.
Choose Show or Hide.
How to show or hide form fields with conditions lists the operators. Field Settings Overview covers the other field settings.
Examples of the same pattern
These are examples, not separate features. You can use the same steps with other fields and other items.
Show packages based on a tier the client picks
Use this when you offer tiers such as Basic, Premium and Luxury, and want clients to pick a tier before they see packages.
Open your booking form in the form builder.
Click + > Create field and set Type to List. Scroll or search the Type list to find it.
Name the field, for example Tier, and add your tiers as options.
Tick Add to core Job fields? so you can use the field in package rules.
Place the field above the Services field.
Click the Store icon, open a service, and on each package open Limit Visibility.
Pick your Tier field, choose Is, then the tier that package belongs to, and save.
On the form, packages only show once the client picks a tier, and then only the ones that match it.
Show a different package for weekdays and weekends
Create one package for weekdays and one for weekends, then on each package's Limit Visibility tab add a condition on Event Date (for example, weekend package: Event start date Is on day Friday, Saturday, Sunday). Setting up different pricing for weekday vs weekend or peak-season events has the full steps.
Show an upgrade only for certain packages
Open the upgrade in Store > Products, go to Limit Visibility, set Where should this product be visible? to Job, then add a condition for Package Is (or Is any of) the package or packages it belongs to. How to show upgrades only for certain packages has the full steps.