Add your own fields and booking-form questions

Every owner runs things a little differently. Add the fields you need on clients and bookings, and ask your own questions right on your booking form.

1. 1

   Add a field

   In the menu, tap Settings, then Tags and custom fields. Tap Add a client field or Add a booking field.

2. 2

   Pick its kind

   Type its name, like Gate color or How did you hear about us?, and pick a kind: short text, long text, a number, yes or no, one choice, several choices or a date. For choices, type one on each line.

3. 3

   Choose the rules

   Tick Required if it must be answered. Tick Partners can see this on the job if your partner should see the answer on the day. Both start off.

4. 4

   Ask it on your booking form

   Tick Ask on my booking form, then tap Save field. Clients answer it under A few more questions, just before the final button, on your booking page and the booking form on your website. The answer saves to the client or the booking, whichever the field is on.

5. 5

   Fill them in yourself

   On a client's page, under Your fields, tap Fill in or change. Booking fields are on the booking's page and on your New booking form.

6. 6

   See the answers

   Answers show on the booking's page, in your new booking email, in Irene's new booking email and in your spreadsheet downloads.