Booking Forms
Your booking page is built automatically from your services — it's live as soon as you have at least one. Booking Forms has three tabs: Settings decides what exists on the form, Customize Form decides how it looks, and Widget & Sharing gives you the link and embed code. No control appears in both Settings and Customize.
What customers are asked
On the Settings tab, each switch adds or removes a step on the form, and changes appear straight away.
| Switch | What it does |
|---|---|
| Territory selection | Customer picks their service zone from your Territory list. |
| Preferred technician | Customer can request a specific person from your active employees. |
| Group services by category | Groups services on the form using the categories already assigned to them. Only adds a step if at least one of your services actually has a category. |
| Ask for a service address | Turn off for remote-only work — hides street, city, state and zip. |
Booking Forms, Settings: What customers are asked, Money collected at booking, and When customers can book.
Custom intake questions, per service
Services › Edit service › Basic & Request (or Add-ons & Rules) › Booking Questions
Beyond the shared form steps, each service can have its own custom questions — these are what actually let you price and prep a job that isn't a flat rate.
- Field types: single-line text, multi-line text, dropdown, checkboxes (multiple choice), radio buttons (single choice), number, and file (photo upload, with a maximum number of images you set).
- Mark a question Required so the customer can't submit without answering it.
- Conditional questions: make a question only appear when an earlier answer or pricing choice matches a rule you set — for example, only ask for dumpster count once the customer has picked a dumpster-related option.
Answers to your intake questions land on the booking in Service Intake.
Customize Form
Pick a matching colour set or choose your own accent, page and card colours, a font, and your logo. Preview the form for each kind of order — Direct booking, Quote only, Booking request, and Mixed order, where bookable and quote-only services are submitted together — before you share the link.
Customize Form: colours, font and logo only — everything the form asks for is decided on Settings.