📝 Attach Forms When You Create Service/Rental Bookings In-App

Forms can now be attached to your service and rental bookings you create yourself, not just bookings made on the booking page. While creating a new booking, from the appointment modal, you can attach and complete the booking form on the customer’s behalf, so the intake information you collect is consistent however a booking is made.

Service and rental bookings have a new Booking form section. Click Attach form and the form opens within the booking flow. It’s optional, and you can still create bookings without one.

Your configured form is preselected. You can also switch to any available form from the dropdown.

First name, last name, email, and phone come prefilled from the selected contact that you select.

CAPTCHA, product selling, and payment elements don’t appear when you fill a form from the appointment modal.

1. Create a service or rental booking from the in-app appointment modal and select the contact.
2. In the

   Booking form

   section, click

   Attach form

   .

3. Complete the form on the customer’s behalf and create the booking.
4. Open the appointment details any time to view the submitted form.

• Bookings you create manually capture the same intake details as online bookings.
• Collect the important details upfront and logged with the booking.
• Prefilled contact details save time and prevent mismatches.