Booking forms offer two types of fields - Mandatory fields (Name, Contact, Email) and Custom fields.
To edit the default mandatory fields
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:
Booking form country code will appear as follows:
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.
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).
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.
- 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 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.
Options to hide, edit, 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.