📝 Attach Forms When You Create Service/Rental Bookings In-App
🧭 Overview Forms can now be attached to your service and rental bookings you create yourself, not just bookings made on the booking page. While creating a new booking, from the appointment modal, you can attach and com…
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Forms can now be attached to your service and rental bookings you create yourself, not just bookings made on the booking page. While creating a new booking, from the appointment modal, you can attach and complete the booking form on the customer's behalf, so the intake information you collect is consistent however a booking is made.
🚀 What's New?✅ Attach a form in the appointment modal
Service and rental bookings have a new Booking form section. Click Attach form and the form opens within the booking flow. It's optional, and you can still create bookings without one.
✅ The right form, preselected
Your configured form is preselected. You can also switch to any available form from the dropdown.
✅ Contact details prefilled
First name, last name, email, and phone come prefilled from the selected contact that you select.
✅ Only what your team needs
CAPTCHA, product selling, and payment elements don't appear when you fill a form from the appointment modal.
🧩 How to Use It- Create a service or rental booking from the in-app appointment modal and select the contact.
- In the Booking form section, click Attach form.
- Complete the form on the customer's behalf and create the booking.
- Open the appointment details any time to view the submitted form.
Note : Forms can be attached only while creating the booking for now, and can't be added/edited later.
🎯 Why This Matters- Bookings you create manually capture the same intake details as online bookings.
- Collect the important details upfront and logged with the booking.
- Prefilled contact details save time and prevent mismatches.
