Configuring general booking form fields

Learn how to configure form fields via the General tab in the Booking Form & Field editor, including the type, label, ID, report label, tip, translating fields, and tracking referrals.

New to the Booking Form? Read the first article in this series for an introduction to the Booking Form.

What plan do I need to use 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?

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.

New to Checkfront - Products ✨

Products (Inventory > Products) is the successor feature to items (Inventory > Items) and is available in our newest version of Checkfront.

Not yet on our newest version and interested in upgrading? Please get in touch with our Technical Support team for more information.

Discover more product-related help articles here: Products (New).

Form field editor overview

When creating a new field or editing an existing one, you can configure various options that define your field's appearance and function.

The field editor modal is divided into three sections: General, Options, and Advanced.

General Tab

Determining the type of form field

You can determine the type of HTML input element to include within your form. Select the appropriate option for the dropdown menu (text, select, radio button, checkbox type fields, and more).

Some of the fields require the input of additional information by the Customer at Checkout.

General Type Menu

For example, selecting the Dropdown Select field allows you to ask your Customer a question and provide them with a list of possible answers.

Depending on the type of field you select, the Options tab updates to enable further customization.

For example, with a dropdown field, you are presented with a list of three options in the field's Options tab. You can edit these options 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. You can use this to inform guests of important notices or information about what they fill out on the form.

Adding a form field label

This label displays next to the field on your booking form and Booking Invoices. Examples of commonly used labels are Name, Email, or Phone.

Adding a unique ID

This ID is a unique identifier for email notifications and CSS (alpha-numeric).

If you prefix the ID with 'customer_,' the field display at the top of the Booking Invoice with the rest of the Customer information.

Adding a reporting label

The reporting label is the field name displayed in internal reports.

Adding a tip

The Tip is an optional, short description you can display underneath the booking form field. You can use this to give your Customers instructions on how you want them to fill out the field.