allows you to tailor the information you collect from guests during the booking process. By adapting forms to your specific experience requirements, you can streamline operations and capture all necessary details, such as dietary requirements for a tour or equipment sizes for an activity.
Accessing this feature
REQUIRES_DEVELOPER_INPUT
How to use it
Customising your booking forms involves a series of intuitive steps designed to give you precise control over the guest's input experience.
Select a Service or Form
From the Customisation dashboard, locate the specific service or booking form you wish to modify. Each service may have a unique booking form associated with it.
Click on the form's name or the Edit icon to open the customisation editor.
Add New Fields
On the left-hand panel, you will find a library of available field types, such as "Text Input," "Number Input," "Dropdown (Select)," "Checkbox," "Date Picker," "Email," "Phone Number," and "File Upload."
Drag and drop the desired field type onto the form canvas in the main editing area. A new field placeholder will appear.
Configure Field Properties
Click on any field on the form canvas to open its properties panel.
Field Label: Enter a clear and concise label that guests will see (e.g., "Guest Name," "Preferred Date," "Dietary Requirements").
Placeholder Text: (For text/number inputs) Provide example text or a hint within the field (e.g., "Enter your full name," "DD/MM/YYYY").
Required Field: Toggle this option on if the guest must complete this field to proceed with the booking.
Default Value: (Optional) Set a pre-filled value for the field.
Options (for Dropdown/Checkbox): For dropdowns or multiple-choice checkboxes, add each option as a separate entry. Provide both a display value (what the guest sees) and an internal value (for data processing, if different).
Validation Rules: Define specific rules for data input, such as minimum/maximum length for text fields, number ranges, or specific date formats.
Reorder and Arrange Fields
Click and drag any field on the form canvas to reposition it. Fields can be moved up or down to adjust their order on the form.
You can also group related fields together for better visual organisation.
Add Section Dividers or Instructional Text
Use "Section Header" or "Instructional Text" field types from the field library.
Drag these elements onto the form to break up long forms, provide context, or offer guidance to the guest.
Configure their content in the properties panel.
Implement Conditional Logic (Advanced)
For specific fields, you may have the option to apply conditional logic. This allows fields to appear or disappear based on a guest's response to a previous field.
Select the field you wish to make conditional.
In its properties panel, look for "Conditional Logic" settings.
Define the condition (e.g., "Show this field if 'Dietary Requirements' is 'Yes'") and specify the target field.
Preview Your Form
At any point during the customisation process, click the Preview button (often located in the top right corner) to see how your form will appear to guests.
This allows you to test the user experience and identify any areas for improvement.
Save and Publish Changes
Once you are satisfied with your customisations, click the Save button to store your changes.
To make the updated form live and visible to guests, ensure you click Publish. Unsaved or unpublished changes will not be reflected on your live booking forms.
Tips
Keep Forms Concise: Only request essential information. Long or complex forms can deter guests and increase abandonment rates. Prioritise data that is critical for service delivery and legal compliance.
Use Clear and Direct Language: Ensure all field labels, placeholder text, and instructions are unambiguous and easy for guests to understand. Avoid jargon.
Use Conditional Logic Judiciously: While powerful, overuse of conditional logic can make a form feel overly complex. Employ it strategically to simplify the experience for the majority of users, only revealing additional fields when truly necessary.
Prioritise Mobile Responsiveness: Test your customised forms thoroughly on various devices (desktop, tablet, mobile) to ensure they are fully responsive and user-friendly across all platforms.
Maintain Brand Consistency: Align the design and tone of your booking forms with your overall brand guidelines to provide a seamless and professional guest experience.
Regularly Review and Optimise: Periodically review the performance of your booking forms. Analyse completion rates and guest feedback to identify areas for further improvement and adaptation.
Consider Accessibility: Design forms with accessibility in mind. Use appropriate field labels, ensure sufficient contrast, and provide clear error messages to accommodate all users.
Need help?
For further assistance, contact us at [email protected]