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
Showing or hiding questions based on earlier answers
Any field on your form can be shown or hidden depending on how the customer answered an earlier field. For example, you could only ask about a guest book when someone picks your wedding package, or only show your outdoor setup terms when they choose an outdoor venue.
This all happens on the form itself as the customer fills it in, so they only ever see the questions that apply to them and you don't need a separate form for each type of event. You set this up with the Conditionals setting on the field. See Field Settings Overview for more on each field setting.
Form settings
Click Configure at the top of the form to change how it behaves.
Capture incomplete form submissions keeps the details of anyone who starts your form but doesn't finish it, so you can still follow them up. You can also use the A form is abandoned automation trigger to follow up automatically.
Form Name, Type and Brand set what the form is called, what type of form it is, such as Leads or Bookings, and which brand it belongs to.
After Form Submit controls what happens once the form is submitted. Add steps such as Sign Contract to choose which contract the customer signs, Payment to take payment, and Redirect to to send them to your Thank You Page, a Booking Form or an External URL. Click + Add Action to add another step.
Thank You Page Message is the message the customer sees once they're done.
On a lead form, setting Redirect to to Booking Form sends new leads straight on to your booking form with their details already filled in. See Choose your booking journey: direct booking vs lead, proposal and quote for how to use this.
Please watch the video below for additional reference.