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Configuring booking form field general settings

Use the General Settings section of your Booking Form to control how form fields behave across your account. These settings determine what Customers and Staff see, which fields are required by default, and how data is displayed or hidden during the booking process.

Configuring these settings helps ensure your forms are consistent and streamlined, capturing the information you need without overwhelming your Customers.

Learn how to configure form fields, including the type, label, ID, report label, and tip, via the General tab in the Booking Form & Field editor.

New to the Booking Form? Read the first article in this series for an introduction to the Booking Form.

 

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

 

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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.

 

Checkfront How To: How to add & edit booking form fields

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Follow this series of articles for detailed instructions on how to add booking form fields:

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Adding or editing a booking form field

For high-level step-by-step instructions, please see the following article:

 

How to configure general settings (step-by-step)

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  1. Go to Manage > Layout > Booking Form.
  2. Open the General Settings tab.
  3. Review and adjust the available settings to match your workflow.
  4. Click the Save button to apply your changes.
  5. Preview your booking form to confirm the settings behave as expected.

 

Configuring general settings

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Create form field window open on the General tab showing input fields for type, label, ID, report label, and tip.

With this series, we first looked at accessing the Booking Form layout configuration pages (Manage > Layout > Booking Form) and began adding a new field. Let's now look at some general field settings.

Select the General tab to view additional settings as described below.

 

Determining the type of form field

You can determine the type of HTML input element to include within your form. Select the appropriate option for the dropdown menu (text, select, radio button, checkbox type fields, and more).

Some of the fields require the Customer to input additional information at Checkout.

 

Create form field window with type dropdown menu expanded showing options including text, checkbox, multiple choice, and dropdown.

For example, selecting the Dropdown Select field allows you to ask your Customer a question and provide them with a list of possible answers.

Depending on the type of field you select, the Options tab updates to enable further customization.

For example, with a dropdown field, you are presented with a list of three options in the field's Options tab. You can edit these options to reflect your requirements. See the next article in this series for more details on the Options tab.

The HTML Output field allows you to add simple read-only text to the booking form field. This can be used to inform guests of important notices or information about what they fill out on the form.

 

Adding a form field label

This label displays next to the field on your booking form and Booking Invoices. Examples of commonly used labels are Name, Email, or Phone.

 

Adding a unique ID

This ID is a unique identifier for email notifications and CSS (alpha-numeric).

If you prefix the ID with 'customer_,' the field displays at the top of the Booking Invoice with the rest of the Customer information.

 

Adding a reporting label

The reporting label is the field name displayed in internal reports.

 

Adding a tip

The Tip is an optional, short description you can display underneath the booking form field. You can use this to provide your Customers with instructions on how to fill out the field.

 

Next Steps

In the following article, we examine the configuration of optional booking form fields.

 

< Adding, editing, and reordering booking form fields    |     Configuring booking form field option settings >

 

 

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