Overview
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.
1. Open Custom Fields
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.
2. Configure the New Custom Field
Fill out the field settings:
Field Belongs To
Choose Appointment from the dropdown.
(This is what makes your field visible on the external booking form used by leads and customers.)
Field Name
Give your field a label — for example: “Reason for Visit”, “Budget Range”, etc.
Field Type
Choose the type of input you want visitors to see:
Input (text)
Number
Textarea
Dropdown
Checkbox
Date
…and more.
Default Value (optional)
If you'd like the field to start with pre-filled text, add it here.
Grid (layout width)
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.)
Other Options
Depending on the field type, extra settings may appear (e.g., required/not required, dropdown choices, etc.).
After completing the details, click Save.
3. Preview the Field on the Public Booking Form
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.