Customise your booking form

Customise your booking form

Customise your booking form 

Custom fields let you collect extra information from customers during checkout — things like dietary requirements, membership numbers, or medical conditions. This guide explains how custom fields work and walks you through adding and managing them in Nabooki.

What are Custom Fields?

Custom Fields are additional questions or inputs you can add to your booking form to gather information specific to your services. They appear during checkout, between the standard booking details and payment.

Custom Fields are managed in two places:
  1. Settings > Custom Fields — where you create and configure your fields
  2. Each service's Booking Preferences tab — where you enable the fields you want to appear for that service
Before you start
  1. Custom fields are created in Settings > Custom Fields. If you haven’t created any fields yet, set them up there first before enabling them on a service.
📝 Note: Custom fields must be enabled separately for each service, creating fields in the booking form does not globally add it to services. 

How to add Custom Fields

  1. Go to Inventory > Services.
  2. Click on the Service that you want to edit. 
  3. Navigate to the Booking Preferences tab.
  4. Scroll to the Booking Form section and set Add custom fields to your booking form to Yes.
    1. If you can’t see the Booking Form section, click More details in the bottom right corner to expand it.
  5. Click Add New Field and enter a Field Label (for example, “Dietary Requirements”).
  6. Choose the Field Type that matches the kind of input you need. See Field types below for options.
  7. Set whether the field is Mandatory or Optional.
  8. If you want the response saved to the customer’s profile, enable In CRM.
  9. Click Update to save.


Rearranging Custom Fields

You can reorder custom fields to control the sequence they appear in the booking form.

  1. Go to the Custom Fields section.
  2. Click and hold the drag icon (two horizontal lines with an arrow) to the left of the field.
  3. Drag the field to the position you want.
  4. Release to drop it in place.

Custom Field Types & Settings

Field types

Choose the field type that best matches the information you’re collecting.


Field Type

What it does

Text

Single-line free-text input for short responses.

List (Single-Select)

Customers choose one option from a predefined list.

List (Multi-Select)

Customers can select multiple options from a list. Separate options with a semicolon (;) when creating the list.

Checkbox

A single tick box — useful for terms and conditions. You can include an optional link.

Multi-line Text

A larger text area for longer responses.

Inline Text

Displays a message to the customer before they complete the booking. Not an input field. Limited to 200 characters.

Date Selector

Lets customers pick a date from a calendar.

CRM > Birthday

Captures the customer’s date of birth and saves it to their CRM profile.

CRM > Address

Captures the customer’s address and saves it to their CRM profile.


Field settings

Each custom field has two additional settings:
  1. Mandatory - If set to Yes, customers must complete the field before they can proceed with the booking.
  2. Hidden - If set to Yes, the field is hidden from the customer-facing booking form. It remains visible internally when creating or managing bookings in the calendar — useful for internal notes or tracking.


Troubleshooting & FAQs

Why is my custom field not appearing in the booking form?

Check the following:

  • Ensure the field has been enabled in the Booking Preferences tab of the service.
  • Verify that the correct services have been selected for the field.
Can I add different custom fields for different services?

Yes, custom fields are managed per service in the Booking Preferences tab, so different fields can be set up for different services.

Can I rearrange the order of the fields?

Yes, use the rearrange icon in the Booking Preferences tab to change the order of fields.

What happens if I don’t enable the custom field under Booking Preferences?

The field will not appear in the booking form, even if it has been created. Always check that custom fields are enabled in the Booking Preferences tab for the relevant service.

 

Need Help?

If you need assistance, contact our support team:
💬 Live Chat: Click the chat icon in the bottom-right corner of the screen.
📧 Email: support@nabooki.com

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