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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 Advanced 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!
Advanced Tab
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Filtering
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The filtering option allows you to show or hide fields based on the values provided by Guests via other fields - simple branch logic.
Let's begin by looking at a specific example. Imagine we've created a Multiple Choice Radio button form field with the options Yes and No. The question asks the Customer if they have a pet.
The response chosen by the Customer determines whether an additional question is triggered by the system. If the Customer selects No, then a response is not triggered and no further action is required.
If, however, the Customer selects Yes, then we might want an additional question to be triggered by the form. That question might ask for the pet's name.
Using the above example, here are the steps to configure filtering.
- Adding the Trigger Question
- Start by creating the question as a new form field, for example, 'Do you have a pet?' using a Multiple Choice Radio field type. This is the trigger question.
- Next, turn on the Filtering switch under the Advanced tab.
- Check the box labeled Add to 'Filter List'. This is a list of the questions stored within the system that are used to trigger additional questions under certain circumstances. This list is not visible to you as a system user.
- After clicking Add, this question is now added to the filter list mentioned above.
- Adding the Secondary Question
The next step is to create the question that is asked if the Customer answers Yes, they do have a pet.
- Since, in our example, we decided to ask what the pet's name is, we simply create a Single Line Text field that asks this question.
- In the Advanced tab, turn on the Filtering switch. This time, however, do not check the Add to 'Filter List' option.
- Instead, choose Start Hidden so that the Customer doesn't see this question unless they choose the trigger option.
- Determine what happens when the trigger question is answered. Look for the field labeled Show when and choose your trigger question from the dropdown menu. We named ours 'pet' in the previous step.
- Next, choose to show the question we are working on when the answer selected is Yes.
- Once you click Add, the filter is complete.
- The Final Result
So how does it work? Well, basically, if the Customer selects No when asked if they have a pet, then nothing changes and they continue to fill out the rest of the form. If they choose Yes, however, then the second question magically appears below it. See the above screenshot for an example.
It's worth playing around a bit with the different options, as you could make the second question visible at first, and then disappear if a particular option is chosen by the Customer. It really depends on what you're looking to do!
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The Filtering Add to 'Filter List' trigger option can only be used with multiple-choice form field types, such as Multiple Choice Radio, Multiple Checkboxes, and Dropdown Select. |
Item/Product Specific
Back to topOn occasion, you may find that some of the items/products in your inventory require special Customer details/instructions that other items/products don't. This is why we have created an option for item/product-specific fields.
Let's assume for a moment you're renting out kayaks. You may wish to ask your Customers, during the booking process, what their level of experience is and do they require any on-site instruction. You could add these fields to your standard booking form, but they may look a bit out of place if a Guest is simply booking accommodation for the night.
Item/product-specific fields enable you to create specialized booking form questions that can then be tied to a particular item(s)/product(s).
To turn a booking field into an item/product-specific field, switch the Item/Product Specific option to On and then simply choose the item(s)/product(s) from the list provided in field edit mode.
That field now only appears during the checkout process when the item(s)/product(s) is added to a booking. If no items/products are selected, then the field appears for all bookings as normal.
An item/product-specific field can be recognized in your Booking Manager by the label pointed to above.
< Booking Form & Field Editor: Options Tab | Booking Form & Field Editor: System Fields >