This article is updated to our latest release, which is being rolled out to all Users gradually.
If you see a Schedule button in the top navigation menu, you are viewing the updated version of OnceHub. Otherwise, you can expect to see this in the near future. Please contact us with any questions.
Booking forms allow you to collect information from your Customers when they make a booking. You can use the Booking forms editor to customize the information that you want to collect from your Customers during the booking process.
The Booking forms editor is an advanced WYSIWYG (What You See Is What You Get) editor. You can choose the questions on the Booking form and the order that they're presented in, giving you complete control over your Customer’s booking experience.
Creating and editing Booking forms
All OnceHub Administrators can access the Booking forms editor. On the Setup -> ScheduleOnce setup page, open the left sidebar and in the Tools section, select Booking forms editor.
You can edit the Default Booking form (Figure 1), create a new Booking form, or copy and edit an existing Booking form. When you create a Booking form, you can edit, add, and remove the content in the middle editing pane.
The Fields library
- System fields: System fields include seven standardized fields that are included on every new Booking form by default. Learn more about System fields
- Custom fields: If you want to collect information that isn't covered in the System fields, you can use one of ScheduleOnce's out-of-the-box Custom fields, or create your own Custom field. Learn more about Custom fields
Using information collected on your Booking form
The information you collect on the Booking form can be used in the following ways.
Personalize email and SMS notifications to Users and Customers
When a Customer makes a booking, an email is sent to you with the Customer’s name, their email address, and any other information from other fields that you chose to include on the Booking form.
The Customer will receive a personalized confirmation email with the details of the appointment they've just made. You can use data collected on the Booking form to create custom notifications.
Customize ScheduleOnce reports
All data collected via the Booking form is available in your ScheduleOnce reports. You can select the fields you want to display in any Detail report in the Reports section of the lefthand sidebar.