Custom forms

Elevate your WordPress experience with the Custom Forms add-on, which empowers you to craft bespoke booking forms tailored to your business needs. Our state-of-the-art Form Builder provides a seamless, intuitive experience, allowing you to design forms that capture precise customer information while effortlessly assigning them to specific services.

Accessing the Custom Forms Section

• Log in to Your Booknetic Dashboard

  Open your WordPress admin panel, and click on Booknetic

• Navigate to the Custom Forms Module

  From the left-hand menu, click on Custom Forms to launch the module.

Creating and Customizing a Form

• Create a New Form
  • Click the CREATE NEW FORM button.

• Enter a unique name for your form.

• Select the service(s) to which this form will be applied. If you don’t select any services, this custom form will be available for all of the services.

• Click on the “Create” button.

• Building Your Form

  Use the drag & drop Form Builder to add fields from the left panel into your form layout. The available field types include:

  • Label: Displays static text to guide or inform customers.
  • Text Input: Collects short text responses.
  • Text Area: Gathers longer text entries.
  • Number Input: Captures numeric values.
  • Date Input: Allows customers to select dates.
  • Time Input: Allows customers to select time.
  • Select: Provides a dropdown list for single selections.
  • Checkboxes: Permits multiple selections.
  • Radio Buttons: Lets customers choose one option from a list.
  • File Upload: Accepts file submissions.
  • Link: Collects URL links.
  • Email: Email input form.
  • Phone: Phone number input form.

• Customizing Field Settings

  After adding a field, adjust its settings using the right-side panel. Configure properties such as labels, placeholders, and validation rules to match your requirements. Select a field first to modify its settings.

• Setting Conditional Fields

  The Form Conditions feature allows you to show or hide, disable or enable, set value for specific fields or throw error in the form based on the user's previous choices. This functionality provides a more personalized and dynamic form experience, making it easier to collect relevant information only when necessary.

How to Set Up Conditional Fields

• Enable Conditional Logic
  • Click on the Form Conditions on the top right of the screen.

• Click on the New Condition and New Action buttons.

• Set the Conditional Rule
  • Define the condition that must be met for the field to appear. If you set more than one rules you can use the “AND/OR” options to make sure that they will work the intended way. You can set rules such as:
    • If the service “Service 1” is selected, show Email field.
    • If second location is selected, display Time input

• You can also configure conditions to hide fields when the rule is not met.

• Save Your Form
  • After setting up the rules, click Save to apply the changes.

Use Cases for Conditional Fields

• Dynamic Service Options: For example, if a customer selects a specific service from a dropdown menu, you can display additional fields related to that service (e.g., if the customer chooses a "Wedding" package, additional questions about the wedding details can appear).
• Location-Based Fields: Show location-specific fields based on the country or region a customer selects.
• Customer Preferences: Customize the form experience by asking specific questions based on previous answers (e.g., showing a text field for details only if the customer selects "Other" as an option).

Benefits of Conditional Fields

• Enhanced User Experience: Customers only see relevant fields, making the form easier and quicker to complete.
• Simplified Forms: Eliminate unnecessary fields and make the form more streamlined by showing only the fields that are necessary based on user choices.
• Data Accuracy: By displaying fields only when necessary, you ensure that you collect the right information at the right time.

• Saving and Managing Forms
  • Click SAVE FORM once your form is complete.

• To update or remove a form, use the action options available next to each form listing.

• Bulk deletion is also available by selecting multiple forms.

Viewing Customer Responses

To review the information submitted via your custom forms, follow these steps:

• Access Appointments or Calendar

  In your Booknetic dashboard, navigate to the Appointments or Calendar section.

• From the Calendar Module - Select an Appointment

  Click on the appointment for which you want to view details.

• View Form Responses

  Click on the “Custom fields” tab within the appointment details to access the customer's responses to the custom form.

• From the Appointments Module - Select an Appointment

  Click on 3 dots next to the appointment for which you want to view details, then select “info” button:

• View Form Responses

  Click on the “Custom fields” tab within the appointment details to access the customer's responses to the custom form.

Using Custom Forms responses in the workflows

The Custom Forms add-on in Booknetic allows you to collect data from your customers during the booking process. With the integration of Custom Forms responses into Workflows, you can automatically use the data gathered from forms in your automated processes. This enables you to send tailored notifications, update booking statuses, or trigger specific actions based on customer responses.

To Use Custom Forms Responses in Workflows, follow these steps:

• Navigate to Workflows
  • Go to Booknetic > Workflows in your WordPress admin panel.

• Create or Edit a Workflow
  • Click Add New Workflow or select an existing workflow to modify.

• Use Dynamic Form Data in Workflow Actions
  • When configuring workflow actions (e.g., Send Email, Send SMS), you can include data collected from the Custom Forms using dynamic variables.

For example, if your form collects customer information like "Customer Name" or "Special Request", you can reference these fields directly in your workflow notifications.