How To Add Customized Fields to the Booking Form

If you want to offer more service and collect information from your customer, 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.

Custom Form Fields that are check-box type can have Price Adjustment, which means customers’ selecting the option can add an additional fee or reduce the total price.
You can also select forms to be required, or just requested.

Using Custom Form Fields works as follows:

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.

Select the tab and click . A pop-up window will appear.

Using existing forms

If you want to use an existing Form, select tab, and click button. Pop-up window is displayed with drop-down menu.

(Click to enlarge)

Once you select existing Form from drop-down menu, pop-up window will be changed as below.

(Click to enlarge)

In this pop-up window, you can confirm the form with Form Field Preview section and see the option list. Please select the option from the drop-down menu shown on the Field Preview.
Also, when you have selected the form from the drop-down menu, you will see the “Let me make changes to this field” button with icon. This button will let you make changes or add new option to the form.

(Click to enlarge)

Now you can see the fields to edit. Please see “Create a new form” section below for more information for each fields.

When you click button, you will be asked to overwrite the existing form or save the form as a new form. Whichever option you may choose, it will be automatically added to the option. You can remove unwanted Custom Form Fields by clicking icon.

*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, but delete the form itself. If the form is used by more than one Option, it will remain in the library.
Please also note that when you overwrite the existing form, it affects all options, which are associated with this form.

Click button to save.

Create a new form
Click the Create New Field button to add a new Custom Form Fields.

(Click to enlarge)

The screen will update to show Create New Field screen. Please see the following table for field description.

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

Type
Select the type of the form (ex:textarea)

Price Adjustment
The Check-box Custom Form allows you to add an extra amount to, or reduce the total price of booking.
As an example, let’s say you have a package tour with several optional tours. You can create a check-box Custom Form Fields for each optional tour, such as one shown below.

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.

Options
This text box appears when Select (drop-down menu) and Multiselect (scroll menu) are selected for Field Type. Enter the option values comma separated.

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.)

User Option
Select to whom the fields should be presented.
Ex) Customer is making a booking for 2 adults.
If the form field is only required for primary customer, select “Show to the primary user only“. If it is required for all of the person, then select “Show to all users booking this Option“. Then the form will be displayed every section of customer information on Booking Form page.

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.
As you enter the above information, you will see the preview of the form you are creating. Click to complete.
Once the form is added to the Option, use to remove the form.

*NOTE
Please note that if the Custom Form you are removing is not used by any other Options, clicking the button will not just remove the form, but delete the form itself. If the Custom Form is used by more than one Option, it will remain in the library.
If you have multiple Custom Forms added to an Option, you can change the order by which the fields are displayed on both front-end and back-end.
To re-order forms, drag and move the form within the list on the Form Fields tab.

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.