The purpose of this article is to help you learn:

  • What are forms and variables
  • How to add form 4 to your industry
  • How to set up locations, frequencies, service categories, pricing parameters, extras, and custom sections in form 4

 

What is form 4?

Form 4 is a type of booking form used in BookingKoala.  Each booking form represents a different type of pricing structure a business can use to quote their clients.  Form 4 uses unit structure in the pricing parameters to determine the total cost and length of each booking.

 

What is unit structure-based pricing? 

Unit structure-based pricing means that the price is set for one unit of measurement, with the total cost depending on how many units the customer has selected.  

For example, let's say a cleaning business determines its rates based on total square feet.  They charge $0.18 per square foot for residential services. If a client enters in "1000" for square feet, the system will multiply that number by your unit's rate to provide a quote of $180.00.

 

How do I add form 4 to my industry?

Depending on your industry, form 4 may or may not be set as the default form.  If you would like to use form 4 instead, you can easily add it through the settings section. Go to: 

Settings > Industries > [Industry Name] > Settings > Add/Combine Form

Next, click the blue Add New Form button.  The Select Form page will open with a list of the remaining forms available for use.  Click on Form 4 and click the blue Next button.

Here, you will be able to set up your Form settings.  These settings pertain to how to form is viewed by the admin, the customer, and a variety of other options on how to customize your booking form.  

Click here to view our guide on what features are controlled under your form's settings.

If you are ever unsure what an option means, hover over the orange "i"/tooltip icon to view more information.  

Remember to click the blue Save button at the bottom of the page once you have made your selections. After saving, you can choose to be redirected to the Service Categories section or the Form Listing page for this industry.

 

Setting the Default Form

If you would like to set the form as your default for this industry, click on Go To Form Listing.  You can also navigate to this page from the side menu by going to:

Settings > Industries > [Industry Name] > Settings > Form Settings

From here, click Options next to Form 4 and select Make Default.

A pop-up window will confirm if you want to change the default form. Click Yes to continue. This form will now display as your booking form. 

You may also use the Options button to Disable the form you are not going to use. Once a form has been disabled, it cannot be seen or used by customers or the admin. Forms can be re-enabled at any time. For more information about how to delete a form, click here.  

 

How do I set up Form 4? 

The steps you will take to set up your form are already listed in the suggested order once you click Form 4 from the side menu.  

If you already created settings in a different default form, most of those settings will be automatically copied into your new form.  The settings that are automatically transferred are existing Locations, Frequencies, Service Categories, Extras, and Custom Sections.

If you are starting from scratch with form 4, click each section name to view a detailed step-by-step guide.  We recommend you follow this order when setting up your form:

1. Locations

2. Frequencies

3. Service Category

4. Pricing Parameter

5. Extras

6. Custom Sections