Introduction to booking forms and booking form fields

Booking form fields let you customize the information you collect from your Customers during the booking process.

You can create a simple, streamlined checkout experience or a detailed form that gathers the exact information your business needs.

Read this overview of our Booking Form feature to start learning more.

Storing credit card information To protect Customers’ Protected Personal Information (PPI) and to comply with PCI regulations and the Checkfront Terms of Service, please do not store credit card information in booking or note fields. Checkfront is PCI compliant. We securely transmit payment details to certified payment providers only, and do NOT store credit card numbers, expiration dates, or CVV codes in our databases. We recommend using a payment provider like Stripe to securely capture credit card details and process payments. See our List of supported payment providers for more options. The penalties for breaking PCI compliance are steep for both you, the merchant, and us, the service provider. For more information, please see our Terms of Service: Checkfront Terms of Service.

Accessing the features mentioned in this article

Where can I find this feature using the top menu?

• Manage > Layout > Booking Form
   

What more do I need to use this feature?

• Admin permissions to manage your account.
   

Which Checkfront version supports this feature - classic items, classic products, or both?

• This feature is available in both our classic version, which uses classic items (Inventory > Items), and our classic version, which uses classic products (Inventory > Products).  → Learn more about products

By default, Checkfront collects essential Customer details, such as name, contact information, and address, at the time of booking. You can further extend this information by adding custom fields to gather additional data that meets your business needs.

The Booking Form editor allows you to:

• Add, edit, and reorder form fields
• Make fields required or optional
• Apply field rules and advanced settings
• Capture additional information for reports, notifications, and customer communication

The data collected through your booking form:

• Appears in reports and bookings
• Can be included in email notifications
• Helps personalize the customer’s booking experience

Required booking form fields Some fields are required by the Checkfront system and connected integrations, including payment gateways and reporting tools. If these fields are altered in any way or removed from service, your system may have functionality problems. See the article on system fields for more information.

1. Go to Manage > Layout > Booking Form.
2. Review the default customer fields, such as Name, Email, and Address. 
3. Add new fields to collect specific details, such as Dietary Needs, Pickup Location, or Referral Source.
4. Reorder or edit fields to match your booking flow.
5. Preview your booking form to make sure everything displays as expected.

Next Steps

Once you’re comfortable with the basics above, check out these deeper-dive articles:

• Adding, editing, and reordering booking form fields
• Configuring booking form field general settings
• Configuring booking form field option settings
• Configuring booking form field advanced settings
• Working with system booking form fields
• Translating booking form fields
• Archiving booking form fields
• Resetting booking form fields

The following article examines the process of adding, editing, and reordering booking form fields. 

Adding, editing, and reordering booking form fields >