Attach Forms to Service and Rental Bookings

You can now attach and complete a form when creating a service or rental booking in the appointment modal. This helps your team collect consistent intake information for manually created bookings and bookings made through the booking page.

What Changed

Optional booking forms: Use the new Booking form section to attach a form, or create the booking without one.
Preselected form: Your configured form is selected automatically. You can choose another available form from the dropdown.
Prefilled contact details: First name, last name, email, and phone are filled in from the selected contact.
Focused intake: CAPTCHA, product selling, and payment elements do not appear when completing a form in the appointment modal.

These changes support your lead capture workflow by keeping intake details with the booking.

How to Attach a Form

Create a service or rental booking in the appointment modal and select the contact.
In the Booking form section, click Attach form.
Complete the form on the customer’s behalf, then create the booking.
Open the appointment details to view the submitted form.

Important: Forms can only be attached while creating the booking. They cannot be added or edited afterward.