Summary

Staff and customers use the reservation form to enter information when they create a new reservation. You can customize this form so you ask for all the information you need.

Before You Begin

• Forms are highly customizable. You can add many types of fields and requirements.
• List the questions you want to ask before a reservation is submitted. Decide which questions are required, and whether staff, customers on the customer portal, or both must answer them.
• Fields from your Reservation Form can fill your Gingr PreCheck form. For more information, see Set Up Gingr PreCheck Forms.

Steps

1. Go to Left-hand Navigation: Admin » Reservation Form.
2. Select a field in the toolbox to add it to the form. The field shows at the bottom of the form. Adding a field only adds that type of field. You must customize it to ask for the information you need.
3. Hover over the field and select the edit icon.
4. Enter a Display Label. This is the title of the field or the question you want answered.
5. Optionally, enter a Display Description to explain what you are asking for.
6. Leave the Field Name as it is. Field names must be unique and default to match the Display Label.
7. Leave Hide on Customer Registration Form unchecked. This setting does not apply to the Reservation Form.
8. Under Who is required to complete this field?, select employees, customers, or both.
9. Under Who can see/edit this field?, select employees, customers, or both.
10. Under Which reservation type(s) is this field used for, select the reservation types where customers should see this field when they request reservations on the customer portal. For example, tag your Daycare reservation types if only Daycare needs the question. Leave this blank to show the field for all reservation types.
11. Under Tags, select where you want the field's information to show, such as the Reservation Details page, the Run Card, or in print.
12. Select Save on the field.
13. Review and edit the settings for the other fields on the form.
14. Drag and drop fields to reorder them.
15. Select Save at the bottom of the page.

Related Articles

• Forms Topic Outline
• Set Up Forms Topic Outline
• Form Types Reference