What is Form 2?

Form 2 is a form that uses items and packages as its main methods of pricing and timing. Although you may not necessarily need or want to use items, you can set this form up to automatically just show packages. 

What is considered an item or package? 

In the dog walking industry an item or items would be described as "1 Dog" "2 Dogs" "3 Dogs" allowing the customer to choose the correct selection if they have multiple pets. 

Packages would be described as the service that is being performed for that item. Most of the time have multiple things that go along with it. 

For example: 60 minute walk package would include.
-walking the dog(s) for 60 minutes
-making sure they pee
-making sure they poop
-picking up and disposal of poop
-cleaning off dog(s) paws if wet or muddy

How do I add the form if my industry comes default with a different one? 

Go to Settings > Industries > "Your Industry" > Settings > Add/Combine Form > Click the green "Add New Form button > Select "Form 2" > Scroll down to click on the green "Next" button > You will be redirected to the form settings for Form 2 > Choose your settings and then click the green "Save" button on the bottom of the page. 

If your selected industry already comes with this form you can skip this step.

How do I set up Form 2? 

When setting up your form it is already listed in order of what steps need to be taken to complete it. 

  1. Locations
  2. Frequencies 
  3. Service Category
  4. Items
  5. Packages
  6. Add-Ons
  7. Extras
  8. Custom Section

If you have completed a default form before adding in another form then most of these settings will be completed and copied over. Settings that will are transferred over are Locations, Frequencies, Service Categories, Items, Extras, Custom Sections. 

If you have completed a default form before adding in another form then most of these settings will be completed and copied over. Settings that will are transferred over are Locations, Frequencies, Service Categories, Items, Extras, Custom Sections. 

If you have not completed a form and are starting from scratch this is how you set up your Form 2.

1. Locations 

To set up your locations go to Locations section and click the green "Add New" button at the top of the page. 

If you have customers come to your physical store location then you will select "My Store Location" if not, skip down to the **

You will then name you store location and place in the address. There is an option to hide the address from the form if you would like. 

Next is the question "Do you wish to exempt Sales Tax from this location?" 

This option allows you to enable or disable sales tax. 

You can upload an image for your booking form when a customer selects this location. The image size should not exceed 300 x 300 px. 

Click the green "Next" button when finished with this page. 

On this page you will be asked "Do You Want To Setup Different Stripe Account For This Location?"

If you select "No, use default" this will use the Stripe account that you set up in your Store Options. 

If you select "Yes, add new" this will allow you to use a separate Stripe account for this location. 

Once that has been configured you will click the green "Save" button. 

A green box will pop-up in the top right hand corner saying "Location Saved Successfully" 

**If you travel to customers homes then you will go ahead and place in the zip codes of the area that you service. If you already have a list of zip codes you can go ahead and give them a name in the box titled "Name of Service Area" and then place them in the Primary Location area. 

You will separate your zip codes with only a comma and no spaces. 

For example: 10001,10002,10003,10004,10005....

Using the mapping tool

If you do not have a list of zip codes but know the general area you can use the mapping tool to pull all the zip codes in the area that you make on the map. 

To do so you may need to zoom out and find your city on the map and zoom back in. 

Once you have the general area on the map you will want to click around the area and create a square or rectangle around this area. Once you click a second time a line will appear from the first click to the second. On the third click if it is lower or higher than the other 2 lines you will start to see the area coming together. You can make additional points or move the points you already created to extend or shorten your area. 

Once you have your general area that you wish to service you will click "Get  Zipcodes" If you want to start over you can click the grey "Reset Area" button and it will clear all the zip codes out. 

Uploading Zip Codes

You can also upload a spreadsheet with your saved zip codes if you have one by clicking on the blue "Upload Zipcodes" button and selecting it from your computer. 

Next are 3 questions. 

"Would you like to activate secondary locations?"

This option allows you to place in zip codes that are just outside your normal service area and if someone tries to book it will not allow them to. But, if they call in and say "I am just outside your service area can you make an exception?" then you as the admin or office staff will be able to place that booking. 

"Will you charge a service fee for traveling to the location?"

This option allows you to charge for a provider traveling to the customers location. This is a flat fee that is added to the booking total. If you enable this option, then the Pay for Parking option will be disabled so the customer does not feel like they are being overcharged. 

"Do you wish to exempt sales tax for this location?"

This option allows you to enable or disable sales tax. 

Click the green "Next" button when finished with this page. 

On this page you will be asked "Do You Want To Setup Different Stripe Account For This Location?"

If you select "No, use default" this will use the Stripe account that you set up in your Store Options. 

If you select "Yes, add new" this will allow you to use a separate Stripe account for this location. 

Once that has been configured you will click the green "Save" button. 

A green box will pop-up in the top right hand corner saying "Location Saved Successfully"

2. Frequencies

To add a new frequency go to the Frequencies tab and click the green "Add New" at the top of the page. 

You will either have to enter in a new frequency by selecting "Add New" or you can select an existing frequency by selecting the "Add Existing"

If you choose "Add Existing" a drop-down will appear and you can select the one you wish to add and click the green "Add" button 

You will be redirected to a new page with that frequencies settings.

Here you will be able to change the name for yourself, change the name on the customer end, add a description, show an explanation icon, where you want it to display, add a frequency discount, which location or locations you want it to appear for, make it the default frequency on the booking form, and enable a pop-up to appear when selected. 

Once you have configured those settings to your business, click the green "Save" button on the bottom of the page. 

If you choose "Add New" it will bring about the same page for the frequency settings as above and you will need to fill them out to your business settings. 

Once completed click the green "Save" button on the bottom of the page.

3. Service Category

Click the green "Add New" button at the top of the Service Category page.

Note* If you only have one service category for your business it will not show up as an option to select on the booking form. If you have more then one that is when a drop-down menu will appear on your booking form to select different services. 

First you will name the service category. 

Then you can add a description if you would like. This description is only for you to see. If you would like a customer to see a description then you will need to place that under the next option which is "Show explanation icon on form" 

If you want to enable a pop-up when this service category is selected you may do so by clicking the radio button and entering in what you would like the pop-up to state. 

"Display"

This option lets you choose where you want to display this service category. 

Customer Frontend is when a customer is NOT logged in
Customer Backend is when a customer is logged in
Admin is when only you will see it

Display Service Length On Customer End

This allows you to show the length of the service to the customer in the summary box on the booking form and in confirmation emails. 

Display Service Length On Provider End

This allows you to show the length of the service to the provider when they are logged in and checking the booking details. 

Can Customer Edit This Service?

This option allows customers to make minimal changes like add tip, parking, notes for the provider or admin. 

Frequencies

This option allows you to select which frequencies this service category will appear on.

Will you charge a service fee for this service category?

This option allows you to charge a service fee which can be changed under the locations settings. 

Expedited Charge (Same Day)

This option allows you to charge an additional fee for someone who wants to book a job for the same day. 

Cancellation Fee

This option allows you to charge a cancellation fee for someone who wants to cancel service. To set the cancellation timing you will have to go to Settings > General > Store Options > General Tab

Set Minimums

This option allows you to set minimums for customers booking a service. You can set it by putting in a minimum price that they must reach or a minimum time limit. If you are testing this option you will only get a pop-up stating that the minimum has not been reached when you try to save the booking. The reason being is that there are options on Step 2 of the booking form and those need to completed in order for the system to take everything into account and see if those minimums are then met. 

Override Provider Pay

This option allows you to override the providers pay right on that booking. For example, in the home cleaning industry businesses do re-cleans for customers who are unsatisfied within 24-48 hours. If the business is sending the same cleaner to re-clean the home they can override their pay by putting in $0 in this box and they will not get paid. 

Is it a hourly service?

This option allows the customer to select how many hours they want the provider to take on the service. This option and the "Set Minimums" option go great together!

Override pricing

This option allows you to override the pricing of the booking no matter what the total is. 

Locations

This option allows you which locations this service category works under. 

Can This Job Be Declined?

This option is only for "Accept Same Day Jobs" or "Accept All Jobs" under the Store Options section for scheduling. If this is set to "No" then the job will go to the providers account automatically and they have to take on that job. If this is set to "Yes" then a provider will have the option to decline the job if they do not want to take it. 

This is like the Uber or Lyft feature which allows drivers to choose which jobs they want to take. 

Extras:

Tip

This option allows customers to leave a tip for the provider. If a customer leaves a tip then it goes 100% to the provider and the admin will not be able to take any of it. 

Parking

This option allows customers to reimburse providers who have to pay for parking when traveling to the customers home to provide service. This option is used a lot in major cities like Chicago, New York, Los Angeles where you have to pay for parking. 

When finished click the green "Save Category" button.

4. Items

First you will want to set your Items. Items allows you the admin to set up the form to allow for a customer to select a certain prerequisite that matches their needs and then later they will be able to select a package that you set up specifically for that item. 

For example, in the dog walking industry "Items" would be 1 Dog, 2 Dogs, 3 Dogs....etc. 

**Note**, you can add in packages without the need of items if you wish to not have any items to be selected. If so, skip to step 5.

Go to the "Items" main section and click on the green "Add New" button.

Add Item

Once inside a blank new Item page you will want to name it. 

You can name this something else on the customer end if you would like by clicking the box that says "Different On Customer End"

Next you can add a description of this item for yourself so you can remember what it entails. 

Show explanation icon on form? 

This option allows you to place an explanation of the item on the booking form for your customers to see. 

Enable pop-up on selection? 

This option allows for a pop-up to appear when the item is selected. 

Display? 

This option allows you where you want to display this item. 

Select Layout

This option allows you to add an image or icon. 

Service Categories

This option allows you to select which service categories this item will appear for. 

Frequencies

This option allows you to select which frequencies this item will appear for. 

Quantity Based

This option allows you to make this item selected more than once with a maximum of 50 times.

Locations

This option allows you to select which locations this item will appear for. 

Enabled/Disabled

This option allows you to enable or disable it from showing on the booking form. *Note: you will not be able to disable this variable if you have active bookings in the system already with this variable selected. The booking must be completed and charged for it to be able to be disabled. 

Click the green "Save" button on the bottom of the page. 

Repeat this for every single item that you have.

5. Packages

Packages appear once an Item is selected.

**Note**, you can add in packages without the need of items if you wish to not have any items to be selected.

For example, in the dog walking industry "Packages" would be "Quick Walk" "30 Minute Walk" "60 Minute Walk" and you will be adding the pricing and time structure under the package. 

Go to the "Packages" main section and click on the green "Add New" button.

Add Package

Once inside a blank new package page appears and you will want to name it. 

You can name this something else on the customer end if you would like by clicking the box that says "Different On Customer End"

Next you can add a description of this package for yourself so you can remember what it entails. 

Show explanation icon on form? 

This option allows you to place an explanation of the package on the booking form for your customers to see. 

Enable pop-up on selection? 

This option allows for a pop-up to appear when the package is selected. 

Display On

This option allows you where you want to display this package. 

Price & Time

S.A. stands for Service Area. 

M.L. stands for Merchant Location

Pricing

Put in how much it would cost to service just this package. 

For example, in dog walking if this package is for 1 dog, how much does it cost to walk just 1 dog.

Time

Put in how long it would take to service just this package. 

For example, in dog walking if this package is for 1 dog, how long does it take to walk just 1 dog in this package. (1 Hour Walk = 60 Minutes or 1 hour)

Frequencies

This option allows you to select which frequencies this package will appear for. 

Service Categories

This option allows you to select which service categories this package will appear for.

Items

This option allows you to choose which item this package will appear under. 

Select Icon

This option allows you to add an image or icon. Size needs to be 300 x 300 px.

Locations

This option allows you to select which locations this package will appear for. 

Enabled/Disabled

This option allows you to enable or disable it from showing on the booking form. *Note: you will not be able to disable this package if you have active bookings in the system already with this package selected. The booking must be completed and charged for it to be able to be disabled. 

Click the green "Save" button on the bottom of the page. 

Repeat this for every single package that you have.

6. Add-Ons

When in the Add-Ons main page you will want to click on the green "Add New" button on the top of the page. 

You will want to name your add-on. 

You can then add a description for the add-on so you know what it's about. 

Show explanation icon on form

This option allows you to tell the customer a little bit about what this add-on gets them or a guide if they should select this option or not. 

Enable pop-up on selection

Once the add-on is clicked, you can have a pop-up appear stating whatever you would like. (If you enable this option, a box will appear underneath allowing you to place in the text for the pop-up.) 

Display pop-up on 

This option allows you to choose where the pop-up will appear on. 

Display On

This option allows you to select where you would like this add-on to appear on. 

Quantity Based 

This option allows you to select if more than one add-on can be selected. When enabled a box called "Maximum" will appear underneath. In this box you will input the maximum number of times the add-on can be selected. 

Price and job length increase based on quantity? 

When enabled, this option allows you to increase the price and time based on the quantity of the add-ons selected. If enabled, a new question will appear underneath asking "Manual or Multiply Structure?"

Manual or Multiply Structure? 

Multiply will have the system automatically multiply the add-ons evenly by the number of add-ons selected. For example; if a customer selects this add-on 3 times, then it will multiply the price and time structure by 3.  So if the add-on is $25 and 20 minutes to complete, then it will multiply $25 x 3= $75 and 20 x 3 = 60 minutes. 

Manual will have the system take what you input in the price and time areas and based on the amount the customer selects it will add that time and price to the totals. For example; if you have this add-on to be selected a maximum of 3 times then you can set the price and time to be different for 1 add-on, 2 add-ons, and 3 add-ons. You can have it set that 1 add-on will take 10 minutes to complete and be a $10 additional charge then 2 add-ons can be 15 minutes and be an additional $15 and lastly 3 add-ons can be 20 minutes to complete and $20 additionally. 

Price & Time

S.A. stands for Service Area. 

M.L. stands for Merchant Location

Pricing

Put in how much a customer will have to pay additionally for this add-on. For example, in the car cleaning industry, an add-on that is commonly used is Interior Cleaning. 

Time

Put in how much time the add-on will take additionally to the service. 

If you allow for multiple add-ons to be selected and choose the manual method of adding the pricing and time structure then the top box will be for 1 add-on then the next will be for two add-ons and so on. 

Frequencies

This option allows you to select which frequencies will this add-on appear on.

Service Categories

This option allows you to select which service categories will this add-on appear on. 

Packages

This option allows you to select which packages will this add-on appear on. 

Select Icon

You can place an icon for this add-on. The image size is 300 x 300 px. 

Locations

This option allows you to select which locations will this add-on appear on. 

Enabled/Disabled

This option allows you to enable or disable it from showing on the booking form. *Note: you will not be able to disable this add-on if you have active bookings in the system already with this add-on selected. The booking must be completed and charged for it to be able to be disabled. 

Click the green "Save" button on the bottom of the page. 

Repeat this for every add-on you wish to have.

7. Extras

When in the Extras main page you will want to click on the green "Add New" button on the top of the page.

You will want to name your extra. 

You can then add a description for the extra so you know what it's about. 

Show explanation icon on form

This option allows you to tell the customer a little bit about what this extra gets them or a guide if they should select this option or not. 

Display On

This option allows you to select where you would like this extra to appear on. 

Frequencies

This option allows you to select which frequencies will this extra appear on.

Service Categories

This option allows you to select which service categories will this extra appear on. 

Locations

This option allows you to select which locations will this extra appear on. 

Enable a pop-up on selection

This option allows you to create a pop-up that will appear on the booking form when someone clicks to add this extra. 

Price & Time

S.A. stands for Service Area. 

M.L. stands for Merchant Location

Pricing

Put in how much a customer will have to pay additionally for this extra. For example, in the home cleaning industry, an extra that is commonly used is Green Cleaning. 

Time

Put in how much time the extra will take additionally to the service. 

Quantity Based? 

This option allows the customer to select that extra multiple times (Up to 50 times).

Select Icon

You can place an icon for this extra. The image size is 300 x 300 px. 

Apply to all bookings? 

When someone makes a booking will this parameter get added to all future bookings? When editing a booking you can adjust this later. 

Apply only to the first appointment? 

When someone makes a booking will this parameter get added to only the first appointment? When editing a booking you can adjust this later. 

Enabled/Disabled

This option allows you to enable or disable it from showing on the booking form. *Note: you will not be able to disable this variable if you have active bookings in the system already with this variable selected. The booking must be completed and charged for it to be able to be disabled. 

Click the green "Save" button on the bottom of the page. 

Repeat this for every extra you wish to have.

8. 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.