Create a booking form

A booking form is the customer-facing flow that ends in a request. Onboarding creates your first form. Create more when you need a second brand, a different intake flow, or a separate location that should book differently.

1. 1

   Start a new form

   In the sidebar, click Booking Forms, then Create Form.

2. 2

   Fill in the details

   Enter a Form name. Only your team sees it. Then add the Company name, Address, and Phone customers see at the top of the booking page.

   

3. 3

   Create the form

   Click Create Form. The form is live right away and opens on its Appearance tab.

4. 4

   Choose the steps

   Under Booking Steps, turn Service Area, Categories/Services, Address Information, and Scheduling on or off. Contact Information and Confirmation are always on. Changes save right away.

   

A new form starts with Service Area, Categories/Services, and Address Information on, and Scheduling off. The steps always run in the same order.

Share the form

• Link and QR code: open the form's Share tab.
• Embed code: in the sidebar, go to Integrations → Embed and pick the form. See Embed script.

What's shared, what's per form

Areas, services sets, and schedules are shared. Each form picks which one to use next to Use in Booking Steps. The first options are All service areas, Default services set, and Default schedule.

Default form

One form per workspace is marked Default. New business profiles are linked to the default form unless you choose another.

To change it, open another form's Appearance tab and turn on Default next to the form name. You can't turn Default off on the current default form.