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How to Create & Edit Booking Forms
How to Create & Edit Booking Forms

Booking Form 101

Natalia avatar
Written by Natalia
Updated over 2 months ago

Summary:

  • Here you will learn how to create your first Booking Forms and make any edits.

  • You can make edits when creating the Form or after it has been created, and your customers will always see the latest version!


Creating a Booking Form

  • Go to > Bookings > All Booking Forms section on your sidebar.

  • Click on the New Booking Form + button. If you create multiple forms, you must scroll past the top one listed to see the next one & so on.

  • On ZenMaid every customer can edit their Booking Form(s) to fit their needs, we have a set and Standard Booking Form that should help you to start your personalized poll, before going deeper into this take a look!

Elements

  • You can add any of these Elements on the right side just by dragging them, also you can reorganize your elements by dragging them up or down in the form.

Calendar

  • We offer a calendar portion so customers can select their desired time and date. This is not a live calendar so a message above to let the customer know that calendar availability may be limited is an option. More about the calendar widget here.

Extras

  • Since the extras have so much customization, we suggest adding them two at a time and then clicking the save button. More about extras here. Need more icons, click here.

Custom Questions

  • If you need to ask something more specific, you can add any custom field using Custom Question elements.

Pricing

  • By setting your prices in the sliders that you select, you'll be able to provide a price estimation to show to your clients. You will also be able to see the price that was quoted when a booking comes through.

Pricing tab to set the minimum or the base price of your form

Sidebar

  • You can add/customize a Sidebar that your customers will be able to see at the side of the Booking Form they were filling. This is your chance to sell to the customer with key points about your company. You can add up to 6 sidebar elements!

  • Click +Add Sidebar Element, use the pencils to edit the wording, and click the STAR icon for a pop-up menu to select clean design icons or colorful icons. Hit Save Sidebar once completed.

Color

  • Customize your appearance to your company's colors.

    You can use a Color Picker tool to select your website colors for a perfect match.

Settings

  • Manage how you are going to handle the bookings that come in & the status that they are given.

Confirmation

  • Edit the final message or select to send the customer an email/text to confirm their booking. You can also add a redirect link to take them back to your website or a marketing page. More about the email/text that is sent out here.

  • Once you are done customizing, scroll down and click on Save Booking Form and that's it! Time to install the booking form on your website, and use the URL in your online business listings & social media pages. We have tutorials for this installation process for your website or our team can take this task on for you.


Additional Notes:

Would you like your Booking Form to be fully Opt-in compliant? We highly recommend adding a clear Opt-in option on your website to ensure your customers can easily give their consent. It’s a simple step that helps keep you compliant while enhancing customer trust!

Do you still need a hand with this? Our team will gladly help you to set up your new booking page and get it added to your website. Just click on the message bubble to send us a message! You can also reach out to us at support@zenmaid.com


Keywords:

Booking Form, Create Booking Form, Edit Booking Form, Bookings, Pricing, Booking Form Pricing, Manage Bookings

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