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Edit A Booking Form and Adapt It To Your Needs For Quotes and Estimates
Edit A Booking Form and Adapt It To Your Needs For Quotes and Estimates

Changing the Booking Form Template

Jorge Sardinha avatar
Written by Jorge Sardinha
Updated over 2 years ago

Instead of creating a Booking Form for customers to book their cleaning appointments, you can create an Estimate Form, a Get A Quote Now Form, or a Schedule Your In Home Estimate Now Form. Here's how:

When you are first creating a Booking Form, you will notice the Form itself has standard names or phrases for the information requested such as "Complete Your Booking!" or "Book a Cleaning for Your Home in Less than 60 Seconds".

But you might want to customize this template to make it more accurate towards your own brand or wording of your choosing. To do so you can click on the "Edit" icon right next to each name to start typing the name or phrase you want and then click "Save"

You can also customize the information you want to request from your customers and even rearrange the order in which they appear. Simply click on the "Move" icon and drag the information you don't want to the sidebar on the right. In case you want information included on your Form, grab the information you want on the sidebar to the right and drag it to your Form!

You can also add custom questions to your Form by simply dragging the "Custom question" bar to your and asking the information you want. For example:

You can also further customize your Form by going to the tabs up top and editing information about Sidebar, Pricing, Appearance, Settings, and Confirmation

SIDEBAR: These are little selling tips for your company such as "We are Eco-Friendly" or "We love pets" so you can adapt them to your company's needs

PRICING: Here you can edit your pricing options such as not displaying the price on the Form

APPEARANCE: You can customize colors pallets and icons for your Form and preview it

SETTINGS: You can Edit different options for your Form here

CONFIRMATION: Here you can change the Header and confirmation texts your customers receive to match it according to the Form you created

For reference, here's a video detailing all this information

Keywords:

Get a quote, get an estimate, estimate forms, in house estimates, change a booking form, lead generation, customer form, quotes, estimates, online forms,

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