Knowledge Base
Step 3 – Create a form
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How to Create and Customize Booking Forms with onNinth
Introduction
Setting up a detailed booking form is essential for managing reservations efficiently. Here’s how you can create and customize your booking forms using the WP Booking System in WordPress.
Step 1: Start a New Form
- Access the Form Creation:
- Navigate to your WordPress dashboard.
- Go to WP Booking System > Forms > Add New Form.
- Name your form (e.g., “Holiday Home Booking”) and click Add Form.
Step 2: Use the Form Builder
- Form Builder Tab:
- You’ll find form fields categorized into:
- Basic: Text inputs, dropdowns, checkboxes, radio buttons.
- Advanced: HTML fields, datepickers, consent checkboxes, signature fields.
- Pricing: Product fields for adding charges, coupons, security deposits, etc.
Step 3: Building Your Sample Form
- Add Basic Information:
- Name Fields: Add “First Name” and “Last Name” text fields, make them required. Customize with placeholders, descriptions, and conditional logic if needed.
- Email and Phone: Add these as required fields with descriptions.
- Organize: Use HTML fields to group fields under headings like “Personal Information” and “Booking Information”.
- Customize for Booking Details:
- TextArea for Requests: Add a field for additional requests with a placeholder.
- Number of People: Use a Product Dropdown to adjust pricing based on the number of guests (e.g., extra charge for more than 3 people).
- Extras and Services:
- Product Checkbox for Extras: Add options like swimming pool or gym access with specific prices.
- Product Radio for Parking: Option to select “Yes” or “No” with a price for “Yes”. Use conditional logic to ask for vehicle registration if parking is selected.
- Final Touches:
- Total Field: To show the price calculation.
- Payment Method: Dropdown for payment options.
- Consent Checkbox: For agreeing to terms and conditions.
- Save Your Form:
- Click Save Form once you’ve added all the fields.
Step 4: Form Options
- Form Options Tab:
- General Options: Customize submit button labels, add tracking scripts, or auto-fill calendar details with user data.
- Form Confirmation: Decide whether to show a message or redirect after submission.
- Payment Options: Override settings like product names in the pricing table or payment methods visibility.
- Special Add-Ons:
- Contracts and Invoices: If these add-ons are installed, configure contract texts and invoice details.
- Email & SMS Notifications: Set up automated notifications for new bookings, reminders, or confirmations. Adjust for better email deliverability.
- Advanced Customizations:
- Form Strings: Customize the text strings shown on the form.
- Booking Restrictions: If the add-on is active, set rules for stay length, advance booking periods, or specific booking times like holidays.
Conclusion
With these steps, you’ve learned how to build a comprehensive booking form tailored to your needs using WP Booking System. This form not only captures necessary booking information but also enhances your booking management process. For more detailed instructions, check out the documentation on our website.
Thank you for following this guide, and happy booking!