How To Manage Booking Forms

What this does

This guide explains the Forms page in Booking.

Use this page to create new forms, duplicate existing ones, open the form builder, and manage notification settings per form.

Before you start

• The user must already have access to Booking.
• Managers and Admins can reach the forms page.
• The service structure should already be clear if the form must tie to a service.

Steps

1. Open Booking.
2. Go to Forms.
3. Use Add Form if you need a new form.
4. In the add dialog, choose:

• Form Type
• whether the form Must tie to a service
• Select Division
• Select Service
• Form Name

1. Click Create Form.
2. Use the form list to:

• open the builder
• open form notifications
• duplicate a form

1. If you duplicate a form, review the target division, service, and new form name before confirming.

Common mistakes

• Creating forms before the related service structure is settled.
• Publishing too many nearly identical forms instead of duplicating and standardizing them carefully.
• Forgetting that form notifications are managed separately from the form builder itself.

What to do next

After a form exists, continue into the builder or notification settings for that form.

Related guides

• Booking: How to import bookings
• Booking: How to add a booking