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How do I add (or edit) a booking form field?

Customize the information you collect from Customers by adding or editing booking form fields in Checkfront. This guide shows you how to tailor your forms to fit your business needs.

You can learn how to add (or edit) booking form fields, so that you can collect additional Guest information quickly and easily.

 

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 items version (Inventory > Items) and our classic products version (Inventory > Products).  → Learn more about products

 

Callout icon of a bullseye with an arrow, indicating frequently asked questions.

What is the booking form?

The booking form lets you collect essential Customer details, such as name, contact information, and address, at the time of booking.

 

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

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Refer to the following articles for detailed instructions on adding (or editing) booking form fields, or view the high-level, step-by-step instructions below.

Adding (or editing) booking form fields

Checkfront dashboard with Manage Layout menu option highlighted under the Manage tab.1. Select the Layout option from the Manage menu.

 

Layout settings screen with Booking Form tab highlighted in Checkfront.2. Go to the Booking Form tab.

 

Booking form editor in Checkfront showing Add Field and Edit Field options.3. Click the +Add new field button to add a new field or Edit option to edit an existing field.

 

Create Form Field popup in Checkfront with Select Type dropdown expanded.4. Select (or change) the Type of field, e.g., Dropdown Select. Learn more here: Configuring booking form field general settings.

 

Create Form Field popup in Checkfront with Add Label highlighted.5. Add (or edit) the Label, e.g., Experience Level. This value is the name displayed on invoices. Learn more here: Configuring booking form field general settings.

 

Create form field setup in Checkfront with tip text box highlighted for adding instructions, labeled specify your kayaking experience level.

6. Add (or edit) the Tip to help the Customer or Staff Member fill out the field, e.g., specify your kayaking experience level. The system displays the label under the field. Learn more here: Configuring booking form field general settings.

 

Create Form Field popup in Checkfront with Select Options settings displayed.7. Select and configure your options, for example:

  • Check the box next to Show on form to show the field on your form to Customers and/or Staff.
  • Check the box next to Required to mark the fields as mandatory for Customers and/or Staff.
  • Check the box next to Show on invoice to display the field on your invoice to Customers and/or Staff.

The options displayed depend on the field type you selected. Learn more here: Configuring booking form field option settings.

 

Create Form Field popup in Checkfront showing Enter Choices section.8. In the case of a drop-down select field, you need to enter (or edit) the choices you want to present. Learn more here: Configuring booking form field option settings.

 

Create Form Field popup in Checkfront with Advanced Options tab selected.9. Look at your advanced options, including making the field Product-Specific by turning on the corresponding setting and selecting the specific products. Learn more here: Configuring booking form field advanced settings.

 

Create Form Field popup in Checkfront with Add button highlighted.10. Click the Add button to save your work, add the field to your form, or update the existing field.

 

Booking form editor in Checkfront showing a Custom Field for Experience Level added.11. If you add a new field, the field is listed at the bottom of your form by default. You can drag and drop it to a higher position if needed. Learn more here: Adding, editing, and reordering booking form fields.

 

Booking form with a custom field for experience level displayed on the customer information page, showing dropdown selection and field tip.Depending on how you have configured your options, you can now view the field within your Customer—and Staff-facing pages. Repeat the process to add more custom fields.

 

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