The purpose of this article is to help you understand how to: 

  • Add or combine forms together

 

Getting started

When you sign up for your BookingKoala account you select an industry and when you arrive at your dashboard you have data filled in to the industry standard. 

You can also add in another form if you want your customers to be able to choose how to be charged. 

For example, in the home cleaning industry you can combine Form 1 (Variables) and Form 4 (Square Feet) and allow customers to choose between either. 

To add a new form you will go to Settings > 

Industries > 

Your Industry > 

Settings > 

Add/Combine Form > 

Click on the green "Add New Form" button > 

Select which form you would like to add/combine from the list. If you currently have Form 1 set up then forms 2, 3, 4, & 5 will be your only options to add/combine. 

Once selected click the green "Next" button on the bottom of the page > 

Next, you will be redirected to the form settings section for that new form. Make any changes and click the green "Save" button on the bottom of the page. 

A pop-up will appear to choose to go to either the form listing or service category, you can choose either or you can exit out. 

You have now added a new form.

To combine two forms you will now want to go to Settings > 

Industries > 

Your Industry > 

Settings > 

Add/Combine Form > 

Click on the "Combine Two Forms" button >

Next you will fill out "What is your pre-qualified question?

This is the question at the top of the booking form asking the customer a specific question and however they answer between the two options is what form will appear. 

For example, if you are in the home cleaning industry your prequalified question could be "Would you like to book based on Bedrooms/Bathrooms or Square Feet? 

Option 1 

Bedrooms/Bathrooms 

What form is opened when option 1 is selected?

Form 1

Option 2

Square Feet 

What form is opened when option 2 is selected? 

Form 4

Next, you will click on the green "Save" button. 

You have now successfully added and combined two forms.