Booking Forms

Booking Forms control the customer-facing booking wizard.

Booking Forms control the form experience used to collect customer and booking information.

What this feature is for

Booking Forms are the presentation and flow layer of Booking. They decide which booking choices a customer is asked to make, in what order, and with which labels/layout—not the underlying truth of staff availability or payment processing.

This distinction is useful when troubleshooting: if a service is missing from one form but exists elsewhere, inspect the form’s service/provider/category options. If the service is visible but has no times, inspect Service/Staff availability. If checkout reaches the right total but payment methods are wrong, inspect TruPayments.

A practical way to use it

Decide the audience/use case for the form (all services, a focused service group, provider-specific flow, etc.).
Choose the form layout and the steps/options customers need to complete.
Set labels and service/provider/location selection behavior.
Configure chain booking only when customers should add multiple services to the same booking flow.
Publish/embed the form in the intended Page or theme location.
Test the complete journey on desktop and mobile through payment/confirmation.

How it connects to other features

The form consumes Categories, Services, Staff and Locations. Availability comes from scheduling rules rather than from the form. Payment methods come from TruPayments. Global Booking design/settings supply defaults where the form has no more specific override.

What to expect after changes

Changing a form can alter the customer journey without changing the service catalogue itself. Removing a selection step can reduce customer choice, while filters can unintentionally hide otherwise active services or providers.

Where to find it

Open Booking → Booking Forms.

Choosing a Booking Form

Use Booking Forms to control how customers move through booking, not the underlying service price or staff availability. Choose the form layout/theme and which steps/fields are shown, then leave service/business rules on Services and Booking Settings.

Field and action reference

Use the tables below when you need the exact meaning of a field, column, filter or action. Read the workflow and dependency sections above first so each option is used in the right context.

Create configurable customer booking forms and step layouts.

Using the list page

Column	Use
Title	Shows the record title.
Description	Shows the record description/summary.
Slug	Shows the slug value recorded for each row.
Form Type	Shows the form type value recorded for each row.
Steps	Shows the steps value recorded for each row.
Form layout / theme	Shows the form layout / theme value recorded for each row.
Is Default	Shows the is default value recorded for each row.
Actions	Contains the management actions available for the record.

Field reference

Field / option	Use
Title	The title used to identify or display this record.
Description	Longer descriptive information for this record.
Slug	The URL-friendly identifier used where this item has a public address.
Primary Color	Sets the form’s primary accent color.
Form Type	Chooses whether the form is for service booking or package checkout.
Form layout / theme	Selects the booking-form presentation preset.
Is Default	Controls whether this record is treated as default.
Is Active	Controls whether this record is treated as active.
Custom CSS	Adds optional form-specific CSS to pages where this Booking Form is rendered.
Show Progress Tracker	Shows or hides progress tracker in the relevant customer-facing interface.
Align buttons to the left	Moves the Booking Form navigation/action buttons to the left instead of the normal spread/right-aligned presentation.
Invert datepicker colors	Sets the invert datepicker colors used by this interface.
Show category in first step	Shows or hides category in first step in the relevant customer-facing interface.
Show Time step	Shows or hides time step in the relevant customer-facing interface.
Show Payment step	Shows or hides payment step in the relevant customer-facing interface.
Category	Associates the record with a category.
Service	Selects the Booking service this record relates to.
Staff	Selects the staff/provider who can perform or is assigned to the service/appointment.
I'm available on or after	Sets the starting date used when searching for available appointment slots.
Start from	Changes the customer-facing label for the earliest preferred time input in service availability.
Finish by	Changes the customer-facing label for the latest preferred time input in service availability.
Mon	Controls the Mon weekday label shown in the Booking Form availability preview.
Tue	Controls the Tue weekday label shown in the Booking Form availability preview.
Wed	Controls the Wed weekday label shown in the Booking Form availability preview.
Thu	Controls the Thu weekday label shown in the Booking Form availability preview.
Fri	Controls the Fri weekday label shown in the Booking Form availability preview.
Repeat this booking	Changes the customer-facing label used to enable recurring booking.
Recurrence Frequency	Chooses how often a recurring appointment repeats.
Repeat Every	Sets the interval between recurring appointments.
Occurrences	Sets how many repeated appointments should be created.
Recurrence Until	Sets the end date for a recurring appointment series.
Name	The human-readable name used to identify this record.
First Name	Collects/stores the customer’s first name when the form/profile uses separate first and last names.
Last Name	Collects/stores the customer’s last name when the form/profile uses separate first and last names.
Email	The email address associated with this account or record.
Confirm Email	Asks the customer to enter the email a second time so typing mistakes can be caught before booking.
Phone	The contact telephone number.
Notes	Stores general notes associated with the record.
Birthday	Collects the customer’s date of birth when that optional profile field is enabled.
Country	Selects the country associated with the address, zone, or tax rule.
State/Region	Collects the customer’s state, province, or region as part of the booking address.
Postal Code	Collects the postal/ZIP code used in the customer’s address.
City	Collects the customer’s city as part of the booking/customer address.
Street Address	Collects the main street/address line for the customer.
Additional Address	Collects an optional second address line such as apartment, suite, or unit information.
Street Number	Collects the street/building number separately when the form is configured that way.
I agree to the Terms & Conditions.	Changes the text shown beside the Booking Form terms-consent checkbox.
Payment methods from TruPayments will be shown here.	Changes the explanatory message shown in the payment step where eligible TruPayments methods are presented.
Cancellation Reason	Changes the label shown when the customer is asked why they are cancelling a booking.
Back button text	Changes the text on the Booking Form button that returns to the previous step.
Next button text	Changes the text on the button that advances to the next Booking Form step.
Submit button text	Changes the final booking submission button text.
Step Label	Sets the customer-facing text used for the step label.
Show category as cards	Shows or hides category as cards in the relevant customer-facing interface.
Make selecting employee required	Requires the customer to choose a specific staff member instead of leaving provider selection open where the service supports that choice.
Show service price next to employee name	Shows or hides service price next to employee name in the relevant customer-facing interface.
Show service duration next to service name	Shows or hides service duration next to service name in the relevant customer-facing interface.
Show category info	Shows or hides category info in the relevant customer-facing interface.
Show service info	Shows or hides service info in the relevant customer-facing interface.
Show staff info	Shows or hides staff info in the relevant customer-facing interface.
Allow chain booking / add service button	Allows chain booking / add service button when enabled.
Show calendar	Shows or hides calendar in the relevant customer-facing interface.
Show blocked time slots	Shows or hides blocked time slots in the relevant customer-facing interface.
Show each day in one column	Shows or hides each day in one column in the relevant customer-facing interface.
Show only the first time slot in each day	Shows or hides only the first time slot in each day in the relevant customer-facing interface.
Show time zone switcher	Shows or hides time zone switcher in the relevant customer-facing interface.
Calendar size	Controls the visual size of the calendar in the Booking Form time-selection step.
Previous available days	Changes the accessible/customer-facing text used for the control that moves to earlier available days.
Next available days	Changes the accessible/customer-facing text used for the control that moves to later available days.
Show Generate Occurrences button	Shows or hides generate occurrences button in the relevant customer-facing interface.
Use first and last name instead of full name	Collects separate First Name and Last Name fields instead of a single full-name field.
Email confirmation field	Shows a second email field so customers can confirm the address before continuing.
Show notes field	Shows or hides notes field in the relevant customer-facing interface.
Show birthday field	Shows or hides birthday field in the relevant customer-facing interface.
Show address fields	Shows or hides address fields in the relevant customer-facing interface.
Show Terms & Conditions checkbox	Shows or hides terms & conditions checkbox in the relevant customer-facing interface.
Payment View State	Chooses the Booking Form payment presentation used for the current payment state/number of available methods.
Show Start over button	Shows or hides start over button in the relevant customer-facing interface.
Show Download ICS button	Shows or hides download ics button in the relevant customer-facing interface.
Show Add to calendar	Shows or hides add to calendar in the relevant customer-facing interface.
Show QR code	Shows or hides qr code in the relevant customer-facing interface.
Text	Sets the customer-facing copy for this Booking Form element.
Label	Sets the customer-facing field label.
Placeholder	Sets the hint text shown inside the field before the customer enters a value.
Column Width	Controls how much horizontal width the field occupies in the Booking Form layout.
Availability heading	Changes the heading above the service availability controls.
Add service button text	Changes the button label used to append another service when chain booking is enabled.
Remove service button text	Changes the accessible/action text associated with removing an added chain-booking service.
Show day checkboxes	Shows or hides day checkboxes in the relevant customer-facing interface.
Day label format	Chooses whether weekdays in the availability selector use full names, short names, or single-letter labels.
Visible	Controls whether this customer-details field is shown in the Booking Form.
Required	Controls whether the customer must complete this visible field before the Booking Form can continue.
Frequency placeholder	Changes the prompt shown before the customer selects a recurrence frequency.
Interval placeholder	Changes the prompt for the recurrence interval, such as every 1 or every 2 frequency units.
Occurrences field placeholder	Changes the hint shown in the field that asks how many recurring occurrences to generate.
Until date placeholder	Sets the until date placeholder used by this record.
Confirm button text	Changes the text on the button that confirms a customer cancellation.
Do not cancel button text	Changes the text on the action that closes/abandons the cancellation without cancelling the booking.
No problem. Your booking was not cancelled.	Changes the reassurance shown after the customer decides not to continue with cancellation.
Add to calendar label	Sets the customer-facing text used for the add to calendar label.
Google button text	Changes the label for adding the completed booking to Google Calendar.
Apple button text	Changes the label for adding the completed booking to Apple Calendar.
Outlook button text	Changes the label for adding the completed booking to Outlook.
Yahoo button text	Changes the label for adding the completed booking to Yahoo Calendar.
Download ICS button text	Changes the label for downloading the booking as an ICS calendar file.
Start over button text	Changes the label that lets a customer begin a new booking from the completion step.

Actions available

Create
Edit
Delete

Form preview/options are extensive

The create/edit screen includes step toggles, form layout/theme, progress tracker, service/staff/time/payment/done configuration, recurring-booking labels, customer identity/address fields, terms checkbox, calendar presentation, completion actions, QR/ICS/calendar options, and per-field visibility/required controls. The labels listed above are the available form options.

Booking Settings · Services · Appointments · Overview

Forms, designs and page blocks

A Booking Form is shown to customers in the design chosen for Form layout / theme in Booking Settings (Photo, List, Split, Schedule or Ticket; see Frontend Designs). You can also place a form on any page with the Booking Form block of the Page Builder. The block can use a specific form, preselect a service or package, limit the services to one location or category, and choose where the live summary appears: where the design puts it, in a bar under the form, hidden, or inside another element on the page that you create with the Booking Summary block. See Page Builder Components.