How to Customise Your Booking Form with Custom Fields

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".

InfoIf this is not visible, click on More details in the bottom right corner to expand this section.
5️⃣ Click Add New Field and enter a Field Label (e.g., "Dietary Requirements").
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.
AlertCustom 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

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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