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· Improvement Lead Capture Calendars

Conditional Form Support – Services & Rentals

Services and Rentals booking forms can apply conditional redirects, messages and disqualification rules instead of the default confirmation.

S
SMBcrm Team · September 10, 2026

Custom forms attached to Services and Rentals bookings now support conditional actions after submission, including redirecting to a URL, showing a message or disqualifying a lead.

Enable post-submission rules

  1. Open Global Settings → Form & Confirmation.
  2. Select the custom form for the booking.
  3. Enable Let a custom form override this with its own rules.

Show-and-hide field rules already apply automatically. The new setting controls whether the form’s post-submission rules take precedence over the calendar’s confirmation behavior.

Which confirmation appears

When an applicable form rule runs on submission, it overrides the calendar confirmation. If no rule applies, the booking uses the confirmation configured in Global Settings.

A banner on the service or rental listing indicates when custom form rules are active. Check both the form’s rules and the fallback confirmation when reviewing the booking experience.

Release images

Service form settings with a notice explaining which confirmation rules apply

Service confirmation settings showing the custom form override option and its tooltip

Rental listing with a custom form selected and a confirmation settings notice

Rental confirmation settings with the custom form override option enabled


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Tags Improvement Lead Capture Calendars
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