Customize your booking process with element-rich form builder and create conditions with conditional fields.
While the Easy Bookin Appointment Booking syetm is crafted to accommodate various businesses, specific requirements may arise in certain business workflows. For instance, it may be necessary to have clients complete specialized fields before their scheduled appointment. Alternatively, you might need clients to upload specific documents into the system before finalizing an appointment. It could also be beneficial to request links to customers’ social media accounts or have them complete a brief test prior to the scheduled appointment.
To address these diverse needs, Easy Bookin Appointment Booking system offers a Form Builder feature. The beauty of this tool lies in its ability to tackle such challenges without necessitating any knowledge of code or HTML. What’s more, there’s no need to allocate extra disk space for installing commonly used third-party form plugins.
The Multi-Booking feature not only enhances user-friendliness but also adds to the overall enjoyment for customers. Once a service is selected, customers will proceed to the cart step, where they can review their final bookable appointments and easily add or remove specific items.
This feature provides customers with the opportunity to schedule appointments for multiple individuals and services. In contrast to other booking platforms that only offer quantity options for multiple appointments, Easy Bookin stands out by supporting a comprehensive Know Your Customer (KYC) procedure. This unique capability allows your business to scale up significantly. With Easy Bookin, customers can effortlessly choose multiple services, staff members, and dates within a single booking session.
With the help of this form builder, you can customize your custom fields for your business by using the multi-function Form Builder for your Front-end booking panel. You can use several forms at the same time.
Following input types can be used on collecting additional information from your customers.
- Label – This field will not contain any labels that are desired in your form. There will be no functionality available. You can simply add text labels.
- Text input – This input can be used if you want a piece of brief information about customers consisting of a short sentence or a single word.
- Text area – If you require more information, this entry will be suitable for you. Number
- Number input – If you want your customers to let you know any number, this input is exactly what you are looking for!
- Date input – Your customers can send you information including birth date or any other date with the help of this form.
- Time input – Do your customers need to tell you any additional hours? You can use that input!
- Select – This input allows your customers to choose from multiple selections.
- Checkboxes – Checkboxes adds the checkboxes that customers marks on to your form. It can be used for terms and conditions.
- Radio buttons – Using the radio buttons, you can ask your customers to choose from multiple selections.
- File – Do customers need to send you any files? It can be an image or any file. You can determine the file format.
- Link – You can use this field if you want to add a link to your form.
- Email – You can add an Email field to your Information section and request the additional email address from your customer. Notifications can be sent to this email address automatically.
- Phone – You can add a Phone field to your Information section and request the additional phone number from your customer. Notifications can be sent to this phone number automatically.
After finishing and saving the form, you can display the Information step of the front-end interface of the Booknetic Appointment Plugin. After the client completes the appointment, the form will come to your system with other information.
Staff members and administrators will have the ability to input information into Custom Forms or modify existing information when creating and editing appointments.
Whether a customer schedules an appointment through the booking panel or a staff member generates a manual appointment via the admin panel, the details provided in the custom forms can be transmitted to both staff members and customers using keywords. This feature allows for the inclusion of custom form information in various fields where keywords can be utilized, such as Notifications, Invoices, Google Calendar events, WooCommerce order descriptions, etc. Each custom form is associated with a distinct keyword, providing a seamless integration of specific form details into relevant sections.
Simultaneously, automatic notifications can be sent to the email address and phone numbers acquired from the customer through the utilization of the Email and Phone fields in Custom Forms.
Additionally, it is also feasible to dispatch the file received through the File form to the pertinent individuals by appending it to the Attachment section of the Notifications.
Conditional Fields
It’s possible to establish conditions for fields to be visible only under specific circumstances, offering a more extensive conditional fields feature than what is typically found in the market. Almost all fields can have conditions applied, utilizing many coding terms. As a brief example, you can design a form and choose to show/hide or assign a value to that form only when a particular checkbox is selected. Let’s explore how this functionality operates through screenshots. To start, let’s create a checkbox/radio field to provide choices to customers.
