You can fully customize the public Appointment Booking Form by adding your own fields—such as text inputs, numbers, dropdowns, or any other information you want to collect before the appointment. These fields are created through Custom Fields and then automatically appear in the public form used by your leads and customers.
Go to Setup in the left-hand menu.
Click Custom Fields.
Click the + New Custom Field button.
This opens the form where you define your new field.
Fill out the field settings:
Choose Appointment from the dropdown.
(This is what makes your field visible on the external booking form used by leads and customers.)
Give your field a label — for example: “Reason for Visit”, “Budget Range”, etc.
Choose the type of input you want visitors to see:
Input (text)
Number
Textarea
Dropdown
Checkbox
Date
…and more.
If you'd like the field to start with pre-filled text, add it here.
Controls how wide the field appears on the form.
12 = full width (entire row)
6 = half width
4 = one-third row
(12 is recommended for single-line entries.)
Depending on the field type, extra settings may appear (e.g., required/not required, dropdown choices, etc.).
After completing the details, click Save.
To confirm everything is working:
Go to CRM → Appointment & Booking → Booking Form.
(Note: This opens the same public form that your visitors see.)
Select a Service.
Choose a Provider.
Pick a Date & Time, then continue to the next step.
On the Details page, your new custom field will appear under the “Additional Information” section.
