Learn how to configure form fields via the Options tab in the Booking Form & Field editor, including determining Customer and Staff settings, attaching fields to the Customer profile, providing field choices, and setting a default selection.
New to the Booking Form? Read the first article in this series for an introduction to the Booking Form.
Which plans include this feature?
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, new or both?
- This feature is available in both our classic version using items (Inventory > Items) and our newest version using products (Inventory > Products). → Learn more about products
Checkfront How To: How to add & edit booking form fieldsBack to top
Follow this series of articles for detailed instructions on how to add booking form fields.
- Adding, editing, and reordering booking form fields
- Configuring booking form field general settings
- Configuring booking form field optional settings (currently reading)
Configuring booking form field advanced settings
For high-level step-by-step instructions, please see the following article:
Configuring optional settingsBack to top
With this series, we first looked at accessing the Booking Form layout configuration pages (Manage > Layout > Booking Form) and starting to add a new field. We then walked through Configuring general booking form fields. Let's now look at some further options.
Select the Options tab to view additional settings as described below.
Configuring Customer/Staff only fields
These settings help you determine form visibility.
Show on form/Show on invoice to Customer
Choose whether or not to show the field to your Customers on the booking form and/or booking invoice.
Show on form/Show on invoice to Staff.
You can also decide whether this field is visible to Staff members. You may want your Staff to collect information when taking bookings over the phone but not want the field visible on the public booking form.
Field required by Staff or Customer
You can control whether or not a field is required. If a Staff member or a Customer does not fill out a required field, then the missing form field is highlighted, and a Please fill out this field message displays underneath that field.
When Staff members edit a booking, they see fields usually hidden from Customers. This feature gives Staff the power to edit a Customer-only booking field.
Attaching the field to Customer profiles
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 when the Customer makes a new booking.
This option is visible to all field types.
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, you can add a new field by clicking on the green plus sign icon to the right of the field.
As seen in the animation above, the new field is added directly below the field on which you clicked the plus sign icon.
At this time, field choices cannot be rearranged. To do that, you need to change the labels manually.
Configuring default selections
The default selection option displays if you have selected the Multiple Checkboxes, Dropdown Select, or Multiple Choice Radio fields.
1. After activating the Default Selection switch, a radio button appears to the left of each field.
2. Select the field you need to display as the default choice to the Customer.
The Customer can change this to something else if they wish.
Other Field Type Options
Displaying fields within Contact Info sections
You can select this option if you want to display the field's contents in the contact section of the Customer's invoice.
You need to enable the Customer Profile before this option is available to select.
Configuring default values
You can specify a default value for a field. The value field option only displays if you have selected the Single Line Text field or the Paragraph Text field type.
Displaying an 'other' option
Sometimes Customers may wish to provide an answer different from your choices. In this case, you can add another field using the Display 'Other' Option.
- Once you activate the ON switch, a text field pre-filled with Other appears below the other choices.
- The Customer can enter their answer here if the other choices do not apply to them.
This option is available if you use either the Multiple Checkboxes or Multiple Choice Radio field types.
In the following article, we look at configuring advanced settings for booking form fields.