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Add custom fields to your booking forms

After you installed the Advanced Forms add-on and activated its license, you will be able to create your own fields in your reservation forms.

First, go to the edit page of the desired form.

  • Go to “Booking Activities”, “Booking forms” submenu
  • Click on the desired form or create a new one

Create a new field

  • Click the “Add a new field” icon () in the “Form editor” header
  • Click on the new button “Create a custom field” in the dialog

A new dialog appears where you can configure your field:

  • First, set the field type
    • Choose it according to the type of data you want to get (E.g.: “File” for a digital copy of a document, “Textarea” for a free comment, “Radio buttons” for “Mr.” / “Mrs.” / “Miss”, etc.)
  • Now, give it a unique name
    • It’s a short, unique, relevant identifier, only composed of alphanumeric characters and underscores (_). E.g.: Choose “hobbies” for a field “Pick your hobbies”, “id_card” for a field “Send a digital copy of your ID”.

The fields you can now fill depend on the selected field type.

“Text” tab

In the “Text” tab, you will be able to set all the information surrounding the field:

  • Title: The title displayed on your form editor to identify the field
  • Label: Text displayed before the field to let the user know what is the expected information
  • Placeholder: Text displayed in transparency in the texts fields to show an answer example
  • Tooltip: Longer field description, displayed only when you mouse over
  • Hide value on frontend: Turn this option on to hide this field value on the public part of the site

“Values” tab

In the “Values” tab, you can define the value(s) offered by the field:

  • Value: You can set the default field value, according to the field type
  • Options: For multiple-option fields (selectbox, radio buttons, checkboxes), you can set the value and the label of each option, and whether they should be selected by default
  • Required: Whether the user must fill this field
  • Multiple: The “File” and “Selectbox” field types can have one or several values
  • Min, Max and Step: The “Numbre”, “Date” and “Time” field types can have a minimum value, a maximum value and a specific increment interval

“Price” tab

Finally, the “Price” tab let you to set a price on your fields, allowing you to offer paid options to your customers:

  • Price: Set the field price, it will be displayed next to it
    • With WooCommerce, the custom fields prices will be properly added to the product price when it is added to cart
    • With the Prices and Credits add-on, you will be able to set a price in credits too
  • Price per option: For multivalued fields (selectbox, radio buttons, checkboxes), you can set a different price for each value
  • Multiply price by quantity: if you turn this option ON, the field price will be multiplied by the quantity
  • Multiply price by value: if you turn this option ON, the field price will be multiplied by the value entered by the customer in the field
    • The displayed price dynamically changes when the customer changes the quantity / the field value.

Once you have configured your field, validate the dialog by clicking on the “OK” button. Your new field has been added to the “Field to insert” selectbox. You can now insert this field in the forms of your choice.

Insert the field into the booking form

You can now insert this field into the desired form. There is two different ways to do that:

Option 1: Add a field for the booking

  • Click the “Add a new field” icon () in the “Form editor” header
  • Select the desired field in the “Field to insert” selectbox
  • Validate the dialog with the “OK” button

The field will be added to the booking form and will be requested for each booking from the customer. The value given by the customer will be attached to the booking, he will have to fill it in again for each new booking.

Option 2: Add a field for the user

  • Go to the “User data (Login / Registration)” field settings, “Fields” tab
  • In the “Custom fields” area, add any desired custom fields
  • Validate the dialog

The fields will be added to the registration form, only if the customer selects “Create an account” or “Book without account”. If the customer creates an account, the filled in values will be attached to his account, he won’t need to fill them in for new each booking. If the customer books whithout account, the values will be attached to the booking.

Edit or delete the field

  • Click the “Add a new field” icon () in the “Form editor” header
  • Select the custom field to edit / delete
  • New icons will show up ( and ) next to the selectbox
  • Click the desired icon
    • If you want to change the field settings, you will find that the field type and field name can not be changed.
    • If you want to delete the field, a dialog box will warn you that deleting this field will also delete all its occurrences in all the forms where you inserted it.

Finally, it is possible to display your custom fields for each participant of the activity instead of displaying them only once in the booking form.

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