Custom Forms

While the e-Janji Appointment Booking system caters to various businesses, certain procedures may necessitate specific forms. For instance, it is possible to request clients to complete designated fields prior to their scheduled appointments. Alternatively, clients may be asked to upload specific documents onto the system before finalizing their appointments. Another option could be to request links to customers’ social media accounts, or even to have them complete a brief assessment before their appointments.

By utilizing this Custom Forms, businesses can tailor their custom fields using the versatile Form Builder provided for their Front-end booking panel. Multiple forms can be employed simultaneously, allowing for the collection of various input types to gather additional information from customers.

Label – This field does not contain any desired labels in your form. There is no functionality available. You can simply include text labels.
Text input – This input can be utilized to obtain brief information about customers, such as a short sentence or a single word.
Text area – If you require more extensive information, this entry will be suitable for your needs.
Number input – If you want your customers to provide any numerical values, this input is precisely what you are seeking!
Date input – Your customers can submit information including their birth date or any other date using this form.
Time input – Do your customers need to provide you with additional time-related details? You can utilize this input!
Select – This input enables your customers to choose from multiple options.
Checkboxes – Checkboxes allow customers to mark their selections on your form. They can be used for terms and conditions.
Radio buttons – By using radio buttons, you can prompt your customers to choose from multiple options.
File – Do your customers need to send you any files? It can be an image or any other file. You have the ability to specify the file format.
Link – If you want to include a hyperlink in your form, you can utilize this field.
Email – You can add an Email field to the Information section of your form and request an additional email address from your customers. Notifications can be automatically sent to this email address.
Phone – You can add a Phone field to the Information section of your form and request an additional phone number from your customers. Notifications can be automatically sent to this phone number.

After filling out and saving the form, the front-end interface of the booking form will display the Information step. When the client has successfully booked their appointment, the form and other pertinent details will be sent to your system.

Custom Forms information can be filled in or modified by staff members and admins during the creation and editing of appointments.

The information from the custom forms can be sent to both customers and staff members using Dynamic contents, regardless of whether the appointment was booked by the customer or a staff member. These details from the custom forms can be included in different areas, like Notifications, Invoices, Google Calendar events, wherever Dynamic contents are used. Each custom form has its own specific Dynamic contents, which can be found by looking at the available Dynamic contents.

Custom Forms offer the ability to send automated notifications to customers via their provided email and phone numbers, simultaneously.

Furthermore, it is feasible to transmit the received file using the File form and share it with the appropriate individuals by including it in the Attachment section of the Notifications.

Conditional Fields

It is possible to set conditions for the fields to appear only in certain situations. You are with a more comprehensive conditional fields feature than all the conditional fields you can find in the market. It is possible to set conditions for almost all fields. Many terms used in coding can be used here. To give a short example, you can create a form and show/hide or even set a value for that form only when a certain checkbox is checked. Let’s get to see how it works via screenshots. First, let’s create a checkbox/radio field to offer choices to customers.

Next, we shall proceed with the creation of two supplementary form fields based on the responses provided by the customers.

To ensure that these forms are concealed and only revealed based on the responses provided by customers, kindly modify the visibility setting to “Hidden”.

It is possible to configure the form fields to be visible exclusively in the admin panel and not in the booking panel when customers schedule appointments. The staff members can input information into these form fields based on the appointment details. This action may potentially trigger a positive outcome in the workflow. Each custom form has its own specific Dynamic contents, which can be included in the content of workflow actions by using the {appointment_custom_field_ID} tag. By setting the visibility of the form field as “visible” (only in the admin panel), it will be displayed solely in the admin panel. On the other hand, if it is set as “hidden,” the form field will only appear under specific conditions.

The conditions available are extremely diverse, allowing for endless possibilities in creating any combination you can imagine. Within the conditions section, you have the flexibility to set a wide range of conditions:

WHEN

Field – Gender

Value = Female

DO

Show – Are you pregnant?

You have the ability to generate an unlimited number of conditions. Therefore, let us establish an additional condition for the alternative response.

Let’s take a look at the functionality of the front-end booking panel. We have demonstrated the feature with a basic example, but the possibilities are endless and you can create various conditions using this feature