How to Customise Your Booking Form with Custom Fields
Custom fields allow businesses to collect important customer information during the checkout process. They can be used to gather details such as dietary requirements, medical conditions, membership numbers, or any other relevant information.
To improve booking conversions, only the necessary fields should be added to prevent drop-offs. The more fields you require, the higher the risk of customers abandoning the booking process.
Custom fields can be viewed and added in the Custom Fields section in Settings, but they must be enabled and managed within each service’s Booking Preferences tab for them to appear in the booking form.
How to Add and Enable Custom Fields
1️⃣ Go to Inventory > Services.
2️⃣ Click the ••• button next to the service, then select Edit.
3️⃣ Navigate to the Booking Preferences tab.
4️⃣ Scroll to the Booking Form section and select Yes next "Add custom fields to your booking form".
If this is not visible, click on More details in the bottom right corner to expand this section.6️⃣ Choose the appropriate Field Type (see Field Types below).
7️⃣ Set whether the field is Mandatory or Optional.
8️⃣ If needed, enable In CRM to store the information in the customer's profile.
9️⃣ Click Update to save.
Custom fields are disabled by default when a service is created. You must enable them manually in the Booking Preferences tab for each service.Rearranging Custom Fields
Once custom fields are added, they can be reordered to control how they appear in the booking form.
1️⃣ In the Booking Preferences tab of the service, locate the Custom Fields section.
2️⃣ Click and hold the drag icon (two horizontal lines with an up and down arrow).
3️⃣ Drag the field into the desired position.
4️⃣ Release to drop it into position.
Field Types & Settings
Custom fields can be formatted in different ways depending on the type of information you need to collect.
Field Types
- Text – Allows customers to enter free-text responses.
- List (Single-Select) – Customers choose one option from a list.
- List (Multi-Select) – Customers can select multiple answers from a list.
- Separate options using a semicolon (;) when creating the list.
- Checkbox – Customers tick a box (e.g., "I agree to the terms and conditions") with optional link.
- Multi-line Text – Customers can provide longer text responses.
- Inline Text – Displays additional information to customers before they complete the booking (limited to 200 characters and not an input field).
- Date Selector – Allows customers to select a date from a calendar.
- CRM > Birthday – Captures the customer’s date of birth, which is saved in their CRM profile.
- CRM > Address – Captures the customer’s address, which is saved in their CRM profile.
Field Settings
- Mandatory – If set to Yes, customers must complete the field before proceeding with the booking.
- In CRM – If enabled, the field will also be saved in the CRM profile of the customer.
Troubleshooting & FAQs
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.
Yes, custom fields are managed per service in the Booking Preferences tab, so different fields can be set up for different services.
Yes, use the rearrange icon in the Booking Preferences tab to change the order of fields.
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?
📧 Email: support@nabooki.com
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