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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. |
In this article, we describe configuring form fields via the General 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!
Form Field Editor
Back to topWhen 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, and Advanced.
The currently active tab is highlighted with a blue line.
General Tab
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Type:
Determine the type of HTML input element to include within your form (text, select, radio button, checkbox type fields, and more).
Some of the fields require the input of additional options that can be chosen by the Customer during checkout.
For example, selecting the Dropdown Select field allows you to ask your Customer a question and provide them with a list of possible answers to choose from.
Depending on the type of field you select, the Options tab updates to enable further customization.
In our example of a dropdown 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 the next article in this series 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 - that 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:
The field name 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 >