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Documentation ยท Booking

How To Build A Booking Form

What this does

This guide explains how to build and publish a booking form in Booking.

Use the form builder when you need to add sections, questions, rate components, and other booking intake fields for a specific service or workflow.

Before you start

  • The form itself should already exist in Booking > Forms.
  • The related division and service structure should already be set up in the Admin App.
  • If the form will later auto-create Timecards or connect to Invoice, the service structure matters because those downstream handoffs rely on the same setup.

Steps

  1. Open Booking.
  2. Go to Forms.
  3. Open the form you want to work on in the builder.
  4. In the builder toolbar, use:
  • AI Assistant if you want drafting help
  • Settings for form-level configuration
  • Discard Changes to remove unsaved edits
  • Save Draft to keep your work without publishing it
  • Publish when the form is ready to go live
  1. Work on the Form Builder Canvas.
  2. Use Add Section first if the form does not have one yet.
  3. When adding elements, choose whether to:
  • Create New
  • From Existing
  • Use Existing
  1. Drop elements into the section you want to use.
  2. Open each block to edit its label, options, logic, or rate settings.
  3. Use Duplicate when you want to reuse an element in the same form.
  4. Use Remove when an element should no longer be part of the form.
  5. Save your draft as you work.
  6. When the publish dialog opens, use Publish Version to send the current draft live.

Why this matters in the suite

The booking form controls the front door into the rest of the workflow.

If the wrong fields, services, or pricing components are used here, the downstream booking record, customer experience, and any linked Timecards or Invoice workflow will all start from the wrong information.

Common mistakes

  • Building forms before the related service structure is settled.
  • Publishing before testing the question flow and pricing blocks.
  • Treating Save Draft and Publish as the same action.
  • Forgetting that notification behavior is managed separately from the builder content itself.
  • removing or duplicating elements without rechecking the section order afterward

What to do next

After the form structure is ready, review the form's notification settings and public links.

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