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Locate: Manage > Layout > Booking Form
Prerequisites:
- Admin permissions to manage your account.
- The Booking Form feature is available to both those using items (Inventory > Items), a key feature of our classic version of Checkfront, and those using products (Inventory > Products), a key feature of our newest version of Checkfront.
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New to Checkfront - Products ✨ Products (Inventory > Products) is the successor feature to (Inventory > Items) and is available in our newest version of Checkfront. Not yet on our newest version and interested in upgrading? Please contact our Technical Support team for more information. Discover more product-related help articles here: Products (New). |
In this article, we describe configuring form fields via the Options tab in the Booking Form & Field editor.
New to the Booking Form & Field Editor? Be sure to read the first article in this series for an introduction!
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. 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.
As well, you can control whether or not a field is required. If a required field is not filled out by a Staff member or a Customer, then the missing form field is highlighted and a Please fill out this field. message displays underneath that field.
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When a Staff member edits a booking, they see fields that are normally hidden to Customers. 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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At this time, field choices cannot be rearranged. To do that, you need to manually change the labels. |
Default Selection
The Default Selection option switches display if you have selected the Multiple Checkboxes, Dropdown Select, or Multiple Choice Radio fields.
After activating the Default Selection switch to ON (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
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.
Please note that Customer Profile needs to be enabled first before this option is available to select.
Value
If you wish to display a default value for the field, then add that here. The Value field option only displays if you have selected the Single Line Text field or the Paragraph Text field type.
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 with Display 'Other' Option.
Once you activate the ON switch (1), a text field pre-filled with Other appears below the other choices (2). The Customer can choose to enter their answer here if the other choices are not relevant to them.
This option is available if you use either the Multiple Checkboxes or Multiple Choice Radio field types.
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