How To Add Customized Form Fields to the Booking Form

Overview

If you want to offer more services and collect information from your customer upon booking, Rezgo will let you add extra fields on Booking Form. We call those fields a “Custom Form Fields“.
Custom Form Fields are options given to customers such as pick-up location, preference, lunch menu and so on. They can also be fields for your purpose, such as comment area and how did you find us? check-boxes. You even create check-box type field with price adjustment to add an additional fee or reduce the total price according to the customer’s selection. You can also set forms to be required, or just requested.

If you specify “Hide Party Fields” on the Tour, the custom form fields with “Show to all users booking this Option” is useless. They won’t show on the booking form page at all, since the system will hide party forms.

NOTE: The term “Option” with Capital O and in bold font means “Tour Option” in this article.

Using Custom Form Fields

Go to Inventory page and select an Option to add a form to from the list in the left hand frame. You will see Option Details screen.

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Click on “Form” tab.

If there is no custom form field has been attached to the Option, you will see the image above.

If there is any custom form field has been attached to the Option, your will see the image above.

Whether you are going to add new custom form field or use existing one, you need to click “ADD A NEW FIELD” button to start. To copy fields to other Options, please see the Copy Custom Form Field section below.

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You can select either use existing form or create new one. To use existing form, please see the section “Using Existing Form” section.

Create a New Form

Click the “CREATE NEW FIELD” button to add a new custom form field.

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The screen will be updated to show new screen. Please see the following for field description.

Name
Enter the title of the new form (ex: Comments)

Type
Select the type of the form from drop-down menu. When you select the type, additional fields will be displayed.

text
This is a default selection. You will see single line field under “From Field Preview” section. Your customer also see single form on Booking Form when they are making booking.
checkbox
The Check-box Custom Form allows you to add an extra amount to the booking, or reduce the total price.

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When a customer checks this option on the front-end, the amount that you entered in Price Adjustment field will be calculated automatically to the total price of the booking.
If the Check-box Custom Form Fields you are adding does not require any additional fee or reduce the price, then you can leave the Price Adjustment blank.
NOTE: Custom form fields won’t be treat as taxable item. If you need to apply tax to the custom form field, please include tax amount.
select
With “select” type, your customer only select one of the option from drop-down menu. Enter the option value comma separated.
Please note that if you make this form optional, make sure to create blank option value by entering space and comma ( ,) first. Otherwise, first option value will be selected in default even though your customer hasn’t selected anything. If it’s required form, you don’t need to enter blank value.
multiselect
With “multiselect” type, your customer can select option as many as they want from scroll menu. Enter the option values comma separated.
textarea
When you select this type, you will see the text area in Form Field Preview section. Your customer also see the text area on Booking Form when they are making booking.

Instructions
Enter the instruction for this form so that customer will know what to enter to the form. (ex: If you have any questions or comments, please enter here.)

Require this field
Click inside the checkbox to make this field required. If you leave the box blank, the field will still be displayed on Booking Form, but customers do not need to fill in the field to make booking.

Show to the primary user only
If you want to ask the question to only the primary guest, such as “How did you find us?” question, select “Show to the primary user only”. This way your customer will see the form one time on the booking form.
If you want to ask the question to all of the guests, such as “Lunch Selection”, then select “Show to all users booking this Option”, so that the custom form field will be displayed per guest on the booking form.

Form Field Preview
As you enter the above information, you will see the preview of the form you are creating.

Click “Add This Field Now” button to complete.

Now the new custom form field are applied to the Option. You can remove the field by clicking on icon. Please see the section below for more information about removing custom form field.

Here’s the sample image. This field was created as checkbox type with price adjustment and the field are displayed each passenger.

Change Order of Custom Form Field

If you have multiple of custom form fields added to an Option, you can change the order how it will be displayed on front-end.
To re-order forms, move curser on one of the custom form field, and then click & drag.

Using Existing Forms

If you want to use an existing form, click on drop-down menu to show the list of forms.

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Once you have selected existing form from drop-down menu, pop-up window will be changed.

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In this pop-up window, you can confirm the detail of the form with Form Field Preview section. If the form is the one that you want to add to your Option, then click on “Add This Field Now” button. If you want to select other form, click drop-down menu before click on “Add This Field Now” button.

Modify Existing Form

When you selected one of the existing form, you will see the “Let me make changes to this field” button.

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Clicking this button will let you make changes to the form.

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Now you can see the fields to edit.
When you click “Add This Field Now” button, you will be asked to overwrite the existing form or save the form as new.

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When you overwrite the existing form, it affects all Options, which are associated with this form. If you don’t want that to happen, save it as new. Once you added modified form, it will added under the original form. If you don’t need original form any longer, remove it by clicking on icon*. Whichever option (overwrite or save as new) you may choose, it will be automatically added to the Option.

*NOTE
Please note that if the form you are removing is not used by any other Options, clicking the button will not just remove the form from the Option, but delete the form itself. If the form is used by more than one Option, it will remain in the library

Copy Custom Form Field

You can copy a set of custom form field to other Options. Once you have set the multiple of forms, click on “Copy these fields to other options” button.

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New window will be displayed. There are 3 sections you can work on.

1) Select forms that you want to copy. In default, all the forms are selected. You can tick each checkbox to select, or use [all | none] to “check all” or “uncheck all”.
2) Select Options which you want to apply selected forms. You can see the tour and its Options in the list. You can tick each checkbox to select, or se [all | none] to “check all” or “uncheck all”. Also you can tick the checkbox for tour name to select all Options under the tour.
3) Select how you want to apply to the Option.

append the existing lists
prepend the existing lists
replace the existing lists

Click “COPY FIELDS” button to save.

Remove Form from Option

Once you added Custom Form Field to your Option, they will be displayed on Option Detail page. You can remove unwanted form by clicking icon for each forms.

Displayed on Booking Form

When customer selects the Option and proceed to check-out, the applied forms will be displayed in the Additional Information section of the Booking Form only if you select “Show to the primary user only” on User Option section. If you select “Show to all users bookng this Option“, then the form will be displayed in section for each person.