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Locate: Manage > Layout > Booking Form
Prerequisites:
- Admin permissions to manage your account.
- The Booking Form is available to those using items (Inventory > Items), a feature of our classic version of Checkfront.
- Interested in using the Booking Form with products (Inventory > Products)? Your account must be a member of our Early Access Program.
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Early Access Program To learn more about becoming part of our Early Access Program check out our related blog post or contact our Technical Support team. Find our complete set of help articles related to the Early Access Program here: Early Access Program. |
Options Tab
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Customer/Staff Only Fields:
Choose whether or not to show certain fields to your Customers on the booking form and/or invoice.
You can also decide whether these fields are visible to Staff members also. You may want your Staff to collect information when taking bookings over the phone, but not want those fields visible on the public booking form. Set that up here.
You can also control whether or not a field is required.
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Checkfront Tip:When a Staff member edits a booking, they see fields that are normally hidden to Staff. This gives Staff the power to edit a Customer-only booking field. |
Customer Profile
Checking the Customer profile option configures the booking form to add the response received via the field during checkout to the profile of the Customer making the booking. This information then auto-fills in the future when the Customer makes a new booking.
This option is visible to all field types.
Choices
If you've selected a field type that requires choices, such as the Dropdown Menu, Multiple Checkboxes, or Multiple Choice Radio, then you can manage the field choices here.
The choice labels are fully editable and a field can be removed by clicking on the red minus icon to the right of the field.
Additionally, a new field can be added by clicking on the green plus sign icon to the right of the field.
The new field is added directly below the field of which you clicked the plus sign icon, as seen in the animation above.
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Checkfront Tip:At this time, field choices cannot be rearranged. To do that, you need to manually change the labels. |
Default Selection
The default selection switches display if you have selected the Multiple Checkboxes, Dropdown Select, or the Multiple Choice Radio fields.
After activating the switch (1), a radio button appears to the left of each field (2). Select the field you wish to be presented as the default choice to the Customer.
Of course, the Customer can change this to something else if they wish.
Other Field Type Options
Value
If you wish to display a default value for the field, then add that here. This option only displays if you have selected the Single Line Text field or the Paragraph Text field.
Contact Info
If you wish to display the contents of the field in the contact section of the Customer's invoice, then select this option.
Display 'Other' Option
Sometimes your Customer may wish to provide an answer that isn't included in your choices. In this case, you have the option to add another field.
Once you activate the switch, a text field pre-filled with Other appears below the other choices. The Customer can choose to enter their answer here if the other choices are not relevant to them.
This option is available to the multiple-choice field types.
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