Adding In A Custom Section

Go to Settings > Industries > Your Industry > Form > Custom Sections. 

When in the Custom Sections main page you will want to click the green "Add New" button at the top of the page. 

Enter in the custom section name. This name will be displayed largely on your form and will describe the information that needs to be placed in that section. 

Next select where you would like the custom section to appear. 

It will either appear on Step 1 or Step 2 of the booking form. 

When you click the green "Save" button a pop-up will appear stating "Do you want to add this option to this form only or all forms for this industry in the system?" 

You can select "To This" or "To All" 

If you have multiple forms on your booking form this option gives you the ability to copy it over to the other forms when "To All" is selected. 

Once you select your preferred option you will now see the Custom Section name in a row with a new area in orange that says "See/Add Custom Fields" 

Custom Fields

You will be redirected to a new page that has a green "Add New" button. 

Once you click that you will be taken to a page where you can now set up the custom field. 

You will name the custom field. 

Field Type

This option allows you to select from a drop-down menu a list of choices of how you would like this custom field to be displayed. The choices are as follows: Text, Text Area, Drop-down, Checkbox, Radio Button, Note. 

Placeholder

This option allows you to have something written in light grey text to guide the customer into what should be input here. If your custom field is text and it is to have the name of a customers pet the placeholder would read "Spike". 

Tooltip Text

This option allows you to provide a tooltip next to this custom field to explain it in more detail. 

Required

This option allows you to make this custom field required or not before they can proceed with the booking. 

Hide From Provider

This option allows you to hide this section from the provider if the customer is giving sensitive information only allowed for the admin and office staff to see. 

Where Would You Like To Include This Custom Information For Your Notifications?

This option allows you to select who will receive the information from the custom sections in their notifications. 

Frequencies

This option allows you to select which frequencies does this custom section appear on. 

Service Category

This option allows you to select which service categories does this custom section appear on. 

Locations

This option allows you to select which locations does this custom section appear on. 

Extras

This option allows you to select which extras does this custom section appear on.

Repeat this for every custom field you wish to add to your custom section.