Custom Forms Builder in Book24Seven | Create Personalized Booking Forms

If you want to create custom booking forms in an online booking system, Book24Seven makes it simple with its intuitive Custom Forms Builder. You can design personalized forms that collect exactly the information you need from your clients—whether it’s customer details, preferences, or service-specific notes. This flexibility helps businesses like salons, clinics, and wellness centers streamline bookings and deliver more tailored experiences.

Accessing the Custom Forms Builder

1. Log in to your Book24Seven dashboard.
2. Click on Custom Forms from the sidebar to launch the module.

How to Create & Customize a Booking Form

Step 1: Create a New Form

• Click “CREATE NEW FORM”
• Enter a unique form name
• Select the service(s) the form will apply to
  • Leave blank to apply the form to all services
• Click “Create”

Step 2: Build the Form Using Drag-and-Drop Tools

Drag fields from the left panel into the form layout.
Available field types include:

Customize Field Settings

After adding a field:

• Click the field to open its settings panel
• Customize:
  • Label
  • Placeholder text
  • Validation rules (required fields, email format, etc.)

Adding Conditional Fields to Your Booking Form

Conditional logic lets you show or hide fields based on customer selections, creating a dynamic, user-friendly form.

How to Set Up Conditional Fields

1. Click Form Conditions (top right)
2. Click “New Condition” and “New Action”
3. Define your rule:
   • Example:
     If “Service = Wedding Package”, then show Wedding Date input
   • Combine rules using AND/OR logic
4. Save the condition

Real-World Use Cases

Benefits of Using Conditional Logic

• Enhanced User Experience – Show only relevant fields
• Streamlined Forms – Keep forms clean and easy to complete
• Better Data Accuracy – Capture only what’s needed when it’s needed

Saving & Managing Custom Forms

• Click “SAVE FORM” when finished
• Use action buttons next to each form to:
  • Edit
  • Delete
  • Perform bulk deletions using checkboxes

Viewing Customer Responses in Book24Seven

From the Calendar Module

1. Go to Book24Seven > Calendar
2. Click on the appointment
3. Open the “Custom Fields” tab to view submitted responses

From the Appointments Module

1. Click the three dots next to an appointment
2. Select “Info”
3. View responses under the Custom Fields tab

Using Custom Form Responses in Workflows, Notifications & Reminders

How to Automate with Form Data

Leverage data collected through forms in automated workflows.

1. Go to Book24Seven > Workflows
2. Create or edit a workflow
3. In the action setup (e.g., Send Email):
   • Use dynamic tags to insert form responses (e.g., {customer_name}, {wedding_date})

✅ Summary

With the Custom Forms Builder in Book24Seven, you can create custom booking forms in your online booking system—no coding required.

• Build branded forms tailored to your services
• Use simple drag-and-drop tools for full customization
• Show or hide fields dynamically using conditional logic
• Automatically route form responses into emails, workflows, or booking records
• View individual submissions per appointment for easy follow-up

Whether you’re a salon requesting client preferences or a clinic collecting pre-consultation details, Book24Seven’s Custom Forms make data collection seamless, flexible, and fully personalized to your business.