Creating and Managing Booking Forms

Edited

The Forms tab in Pitchbooking Manager allows facility administrators to collect specific information from users during the booking process. This guide outlines how to select, create, and manage booking forms.


Accessing the Forms Section

  1. Navigate to the Forms tab in the facility settings.

  2. You will see options to either:

    • Select Existing Form

    • Create Form

You can also click on View Existing Forms to see a list of previously created forms.


Selecting an Existing Form

To attach a previously created form to the facility:

  1. Click Select Existing Form.

  2. Choose the desired form from the list.

  3. Click Save to apply the form to the booking page.


Creating a New Form

To create a new custom form:

  1. Click Create Form.

  2. In the pop-up form builder:

    • Enter a Form Name (this will appear in the manager dashboard).

    • Under “Additional form fields”, fill in:

      • Field Name (must be unique).

      • Display Text (shown to users filling in the form).

      • Field Type (e.g., text, yes/no).

      • Toggle Field is required? if the field must be filled out.

  3. Click Add Form Field to include additional questions.

  4. Once finished, click Save.

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