Customize your booking forms to suit your needs by adding your own specific questions for clients — such as medical conditions, experience level, date of birth, insurance ID, phone number, and more. In Zenamu, this feature is called Custom booking form fields.
You can set up custom forms for new clients (e.g., billing details, date of birth, or any other questions you'd like to ask), and separate forms for bookings of classes, courses, events, and individual services (appointments).
Client responses are automatically recorded in different places: either in the client profile, in the client's notes, or in the class detail under the participant list (see Where do I find the clients' answers? below).
Note: Custom forms are shared across all classes. You can't create a separate form for each class individually.
How do I add questions to a booking form?
Go to Settings > Bookings and rules and open the Custom booking form fields tab.
Find the form you want to change: Extra questions for new clients, Extra questions for open class bookings, Extra questions for course registrations, Extra questions for event registrations or Extra questions for individual service bookings.
Turn on the switch next to the form's name. You can add questions only while the switch is on.
Under Add a question and answer type, click Short answer or Long answer, enter Your question, tick Is this answer required? if needed, and click Add. The form for new clients also offers Billing details, Date of birth, Personal ID number and Phone number.
Click Save. A form that is turned on needs at least one question. Each form can have up to 3 short or long answer questions; billing details, date of birth, personal ID number and phone number don't count towards this limit.
On the free Getting Started plan, the forms for course registrations, event registrations and individual service bookings aren't available.
How do I make the phone number required?
Add Phone number to Extra questions for new clients. The phone number is always required once added. It applies to clients booking with you for the first time, across classes, courses, events and individual services:
Clients booking without an account must fill in the phone field of the booking form.
Clients who are signed in see a phone field among the extra questions.
The number is saved to the client detail. Clients who have already booked with you before aren't asked again; they can add or change their phone number in their profile.
Where do I find the clients' answers?
Extra questions for new clients: these questions appear only to clients booking with you for the first time. After their first booking, the answers are added to the Notes in the client detail. Billing details, date of birth, personal ID number and phone number are saved to the client detail.
Classes, courses and events: in the class, course or event detail, expand the client in the participant list. The answers are under Custom booking form fields. You'll also find them in the order detail in Orders.
Individual services (appointments): open the booking detail in Appointments > Bookings. The answers are under Custom booking form fields.