Modify the Default Reservation Form in Facilities

Disclaimer

Information submitted on this form will be sent via email. To protect sensitive information, do not request the following information on this form:

• Bank Account Information

• Birth Certificate Copy

• Business ID Numbers

• Driver’s License Numbers

• Medical Information

• Passport Numbers

• Passwords

• Routing Numbers

• Social Security Numbers

• Tax ID Numbers

• W2 or Other Tax Information

Instructions

Who can use this feature?

System Administrator | Owner

1. Sign in to your site

2. Navigate to s and on the Content tab, select Facilities

3. Select the Properties tab

4. Select the Default Reservation Form tab

5. Drag and drop Field Types and Field Sets to your Form

   Note:

   The first six form rows cannot be removed or modified. Drag additional fields below this area.

   • Field Types

     • Short Answer: Will allow for a short answer (Character limit of 999 characters)

     • Long Answer: Will allow for a long answer (Character limit of 9999 characters)

     • Dropdown: This will allow you to add an unlimited number of drop-down options to choose from

     • Checkboxes: This will allow you to add an unlimited number of checkbox options to choose from

     • Radio Buttons: Will allow you to add an unlimited number of radio button options to choose from

     • Section Break: Will add a section break to the form

     • Reply Email: Will allow a reply email to be entered

     • Page Break: Adds a page break to separate the form

     • Date/Time: Will allow a date/time on the form

     • File Upload: This will allow files to be uploaded

     • Image: Will allow an image to be added

     • Link: Will allow the addition of a link

     • Text: This will allow for a text section

   • Field Sets

     • Shows field sets that have been created

6. When you add a field type, configure those properties as well:

   Note:

   Properties will vary depending on the field type.

   • Label: Create a name for the field type

   • Instructions: Add instructions

   • Width: Select a width (part of the field area they take up)

   • Required: Select to make this field type a required selection

   • Max Length: Enter a maximum character length

     • Limit width to max length: Click to make the width dependent on the max character length.

   • Placeholder: Add text in the box (possibly instructions) that will go away as soon as you click on the field

   • For Radio Buttons, Checkboxes, and Dropdowns:

     • Options: Add an option and click + to add to the field

7. Click Save Changes

8. Click Save Changes at the top of the page