Industries and booking forms

Industries and booking forms

Learn more about the difference between industries and booking forms, and how to find the right booking form for your business.

Form settings

Learn which features are controlled in your booking form settings and how to change them.

Test mode and disabling forms and industries

Learn how to disable forms and/or industries for customer use and place a form under test mode.

How to set up Form 1

Learn how to completely set up Form 1 from scratch.

How to set up form 2

Learn how to completely set up form 2 from scratch.

How to set up form 3

Learn how to completely set up form 3 from scratch.

How to set up form 4

Learn how to set up Form 4 from beginning to end.

How to set up form 5

Learn how to completely set up form 5 from scratch.

Add, delete, or rename an industry or form

Learn how to add, rename, and delete additional booking forms and industries.

Add or combine forms

Learn how to add another form to your industry and combine two or more forms together to give your customers additional options when booking.

Change the icons and names of your industries

Learn how to change the icons and names in the multiple industries pop-up.

Setting up locations for every form

Learn about locations, including merchant locations and service areas, and primary versus secondary zip codes.

Enable/disable locations

Learn how to set up your general location preferences, including how to enable or disable locations in your booking form.

Name-based locations

Learn how to enable locations based on names instead of ZIP or postal codes.

Setting up service fees

Learn how to charge additional fees for a booking that is entirely paid out to the provider.

Location dependencies

Learn how to enable and set up booking form dependencies to charge different rates based on the location of the booking.

Setting up frequencies for every form

Learn how to set up and edit frequencies in your booking form.

Frequency dependencies

Learn how to enable and set up booking form dependencies to charge different rates based on the frequency of a booking.

Setting up service categories for every form

Learn more about service categories, including how to set them up in your booking form and how to modify categories.

Setting up pricing parameters for form 1

Learn more about pricing parameters in Form 1, including how to set up variables, variable categories, and exclude parameters for your booking form

Setting up packages for form 2

Learn how to set up and modify packages in booking form 2.

Setting up items for forms 2 & 3

Learn how to add and modify the items used in forms 2 and 3.

Setting up add-ons for form 2

Learn how to add and modify add-ons for form 2.

Setting up extras for every form

Learn more about what extras are, including how to add and modify them in your booking form.

"Multiply" vs "manual" pricing and time for extras and add-ons

Learn the difference between multiply versus manual pricing and time and how to set them up for your extras (all forms) and add ons (forms 2 & 3)

Offer different services on the customer end

Learn how to set up services that display for existing customers or can only be booked by admin/staff.

How to remove "dependencies" from the booking form

Learn how to disable dependencies from sections on the booking form so you can rearrange sections.

Setting up custom sections for every form

Learn how to add a custom section to any type of form.

Set up the single-step or two-step booking form for admin & staff

Learn how to enable a one-or two-step booking form when making bookings as an admin or staff member.

Enable/disable customers & providers from seeing job length

Learn how to configure if/when providers and/or customers see how long a job is estimated to take.

Set up the single-step, two-step, or multi-step booking form for customers

Learn how to set up a single-step, two-step, or multi-step booking form for customer use.

Setting up tips and parking

Learn how to set up tips and parking on your booking form.

Enable the "key message" option

Learn how to enable or disable the key message and how it can be used in the booking form.

How to enable manual booking reminders

You will learn how to enable manual booking reminders.

Booking form is not working, what to do

Learn how to troubleshoot your booking form when it is not working as expected.

Why no dates/times show when scheduling

Learn how to fix issues relating to missing booking spots, provider availability, and scheduling.

Set up pricing parameters for form 4

Learn more about pricing parameters in Form 4 and how to set up variables and a pricing parameter category for your booking form

Setting up add-ons for form 3

Learn how to add and modify add-ons for form 3.

Different pricing for different service categories

Learn how to set up different prices that depend on the service category.

Minimum price and time limits

Learn how to set up or disable the minimum price and time limits for service categories.