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 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.
