In this article, you'll learn about hiding fields on the Booking form.
Why hide fields on the Booking form?
Hiding fields is typically done to pass internal company information through the booking process, without exposing it to the Customer.
For example, you might have an ID for a particular marketing source that you need to track with the booking information. The ID is internal and Customers should not see it when they book. With hidden fields, you can include the ID in the URL parameters and pass it to a third party CRM integration, add it to a calendar event, or include it in User notifications.
Customers are not able to input a value for hidden fields, and hidden fields cannot be made into mandatory fields. To use a hidden field, you should provide a value with URL parameters.
Hidden fields should not be used to pass sensitive information because the data is still visible and editable in the Booking page URL.
Important Data from hidden fields will be added to the default calendar event in the User's connected calendar. If the Customer is included as a guest on the calendar event they will see the hidden field data in the event details.
Creating a hidden Custom field
- Click Setup in the top navigation bar.
- Open the left sidebar and in the Tools section, select Booking forms editor.
- In the Fields library section on the right of the page, click the Add Custom field to library button.
- Select Single line text field as the Field type (Figure 1).
- At the bottom of the Field editor, check the Do not display this field to Customers box.
- Click Save.
To use a hidden Custom field, add it to your booking form.
NoteHidden fields do not show in the Booking form previews.
Hidden field example
You may want to pass a marketing campaign ID in the URL and pass it to a Custom field in your CRM. To do this, you would follow these steps:
- Create a hidden Custom field for the marketing campaign ID and add it to your Booking form.
- In the CRM integration setup, map the hidden ScheduleOnce field to the Custom field in your CRM.
- In the marketing campaign add the link to your Booking page with the marketing campaign ID in the URL. For example, go.oncehub.com/example?marketing-campaign-ID=1234
When a booking is made using this link, the marketing campaign ID (1234) will be mapped to the Customer record in your CRM.
Note If you are using UTM codes, you can enable source tracking to pass UTM tags that you have added to your personalized links. The following five source tracking field names are reserved for source tracking, and cannot be used as Custom field names:
- utm_source = used for identifying the traffic source
- utm_medium = used for identifying the delivery method
- utm_campaign = used for keeping track of different campaigns
- utm_term = used for identifying keywords
- utm_content = used for split testing or separating two ads that go to the same URL