Booking Form
To access the Booking Form
Configure fields for Guest Users
To edit the default mandatory fields
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Click the edit icon against the field you want to edit.
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Enter the desired text, then click Save.
To customize the Name field
Note: The type of a Name field, is set to Name by default and can be changed First Name, Last Name as desired.
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.
To display a specific country code:
Choose Select a specific country code.
Select the required code from the drop-down.
Click Save.
To add a new field
-
Click Add Field.
- Enter the field name.
- Mark it mandatory, if required.
-
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.
Confirmation button text
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
- Hover over the required field. Click the edit icon.
- Enter the required text and click the Save button.
- The customized button text will reflect in the booking page.
Custom Fields
- Single Line: To enter plain text, i.e. letters from any language, numbers, and special characters. Character limit for this field is 50.
- Multi Line: To enter plain text, i.e. letters from any language, numbers, and special characters. Character limit for this field is 2000.
- Email: To enter a valid email address. It validates if the email address entered is in this format: example@domain.com
- 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.
- 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.
- 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.
- Date: To enter date values
Enable Customer Portal for users and configure fields for Registered Users
-
Click Registered Users.
-
Check the box against "Booking as a registered user".
Note: The number of workspaces that can be added is governed by the subscription plan that users hold with Zoho Bookings.
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