Service Booking Form | Help - Zoho Bookings

Service Booking Form

Service booking form allows you to set up booking form fields for a particular service. 
Note: Configuring booking form fields here will override the booking form choices at the workspace level.
To access the Service Booking Form 
  1. Click Services in the top left corner. 

  2. Click the required one-on-one service and choose Service Booking Form


Service Booking Form comprises of the following sections:
  1. Configure booking form fields 
  2. Edit default fields
  3. Customize the name field 
  4. Customize country code
  5. Add a new field
  6. Enable guest invite

Configure booking form fields 

Booking forms offer two types of fields - Mandatory fields (Name, Contact, Email) and Custom fields.

To edit the default mandatory fields 

  1. Click the edit icon against the field you want to edit. 

     

  2. Enter the desired text, then click Save

     

To customize the Name field 

Note: The type of a Name field, is set to single Name by default and can be changed First Name, Last Name as desired.
The Name field can be customized in the booking form to either accept a single name or the first and last names separately. When the Field Type is selected as  Name , the field shows up as a Single Line in the booking page. 

 

The booking page will show the name field like below. 

 

If the account is integrated with Zoho CRM to push Zoho Bookings customers as contacts to Zoho CRM, then the entire name value will be pushed to the Last Name field. 

 

When the Field Type is selected as First Name and Last Name, the field shows up as two Single Line fields in the booking page. 

 

The booking page will show the name field like below. 

 

If the account is integrated with Zoho CRM to push Zoho Bookings customers as Contacts to Zoho CRM, then the name value will be pushed to the appropriate First Name and Last Name fields. 

 

To customize country code

You can customize how country codes are shown in the booking form in a few ways. To do so, click the edit icon near Contact Number. A pop-up will appear.

 

Options: 

 

  • To display country code based on customer's location, choose Based on Customer's location. This is also chosen by default.

            

           

            Booking form country code will appear as follows: 

                  

 

  • To display a specific country code:

    • Choose Select a specific country code.

    • Select the required code from the drop-down.

    • Click Save.

          


            Booking form country code will appear as follows : 

                  

            You can make it uneditable by selecting Lock Country Code in the above screen.

                  

            You can choose not to show country code by deselecting Show Country Code in the above screen.

                  

To add a new field 

  1. Click Add Field

     

  2. Enter the field name

  3. Mark it mandatory, if required. 

  4. Select the field type, then click Save. 

     

Enable Guest Invite

Certain bookings require multiple participants to attend, such as couple therapy sessions that involve two attendees. These types of bookings cannot be accommodated through a group booking, but rather through a one-on-one booking option that allows for multiple participants. The Invite guest field allows the customer to add email address of additional participants.

  • By default, this field will be hidden. You can enable it by hovering on the eye icon  next to the field and clicking it.



  • You can click the edit icon  to edit the field and change the label name (Invite guest).

  • A maximum of ten guests can be added for an appointment through this field. Email notifications, reminders, and calendar/online meeting invite will be sent to all the guests added. 

Learn more about Guest Invite here


Confirmation button text 

You can customize the text on the appointment confirmation button separately for paid and free appointments. The default button text for Free Appointments is "Schedule Appointment" and for Paid Appointments, it is "Pay and Schedule Appointment". 
Note: Appointments are identified as paid or free based on the value of the Paid field in the Service Information section of the respective services 

 

To edit the button text 

Let's see how the text on the appointment confirmation button can be customized to increase engagement. 
  1. Hover over the required field. Click the edit icon

     

  2. Enter the required text and click the Save button. 

     

  3. The customized button text will reflect in the booking page. 

     

Custom Fields 

Custom fields are additional fields that can be added to the booking form apart from the Name, Email, and Contact Number fields. There are seven types of custom fields to choose from. 

 

  1. Single Line: To enter plain text, i.e. letters from any language, numbers, and special characters. Character limit for this field is 50. 

  2. Multi Line: To enter plain text, i.e. letters from any language, numbers, and special characters. Character limit for this field is 2000. 

  3. Email: To enter a valid email address. It validates if the email address entered is in this format: example@domain.com 

  4. Checkbox: To select one or more values from a predefined set of choices that are displayed as checkboxes. Character limit for each option is 50. 

  5. Dropdown: To select a value from a predefined set of choices that are displayed in a dropdown menu. Character limit for each option is 50. 

  6. Radio Button: To select a value from a predefined set of choices that are displayed as radio buttons. Character limit for each option is 50. 

  7. Date: To enter date values 

Options to hideedit, or delete these custom fields appear when the user hovers over them. 

 
Note: The option to edit is available for all fields. However, options to hide and delete will be available only with custom fields. 
These custom fields show up in the booking summary page as Additional Info, once the appointment is booked. 

 
 

The values submitted for these custom fields will also show up in the List View in the Additional Info section under Appointment Summary





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