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Booking Form & Field Editor: General Tab

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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. 

 

Early Access Program

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.

 

Form Field Editor

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When creating a new field from scratch, or editing a field that already exists in your system, there are various options you can configure that define the appearance and functionality of your field.

 
The field editor modal is divided into three sections: General, Options, & Advanced
 
The currently active tab is highlighted with a blue line.
  
 

General Tab

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General_Field_Tab.png

 

 

Type:

Common HTML input elements including text, select, radio buttons, and checkboxes.

Some of the fields require the input of additional options which can be chosen by the customer during checkout. An example would be a drop-down menu of choices. Selecting the Drop-down Select field allows you to ask your customer a question and provide them with a list of possible answers to choose from.

 

 

 

Field_Type.png

 

 

 

Depending on the type of field you select, the Options tab updates to enable further customization. In our example of a drop-down field, you are presented with a list of three options in the field's Options tab. These options can be edited to reflect your requirements. See below 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 are filling out on the form.

 

Label:

This is the label that is displayed next to the field on your booking form and on your invoices. Examples of commonly used labels are Name, Email, or Phone.

 

ID:

A unique ID - can be used in email notifications and CSS (alpha-numeric). Prefixing the ID with 'customer_' causes the field to be shown in the top section of invoices with the rest of the customer information.

 

Report Label:

Field name to be displayed in internal reports.

 

Tip:

This is an optional, short description that is displayed underneath the field. Use this to provide your customers with instructions on how you want them to fill out the field.

 

 

Tracking Referrals Using the Booking Form

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< Booking Form & Field Editor: Edit/Reposition    |     Booking Form & Field Editor: Options Tab >

 

 

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