WPForms – Booking forms settings

If your business accepts appointments, then it’s smart to create an online booking form. Simplify reservations and appointments with our intuitive interface.  Begin making the booking form today!

Table of contents:

It can be a struggle to find a suitable booking plugin for you

Select a suitable WordPress plugin that offers appointment booking functionality. There are various options available, such as “Plugin A,” “Plugin B,” or “Plugin C.”…But if you look for features that align with your specific needs, such as customizable form fields, send email notifications to yourself and confirmations to them,  calendar integration, or payment processing. This plugin that we deliver below is perfect for your needs.

It’s not a complex task to create the appointment booking form

Designing the appointment booking form you require for WordPress is an easy undertaking. Follow these three steps to accomplish it.

Step 1: Install and Activate the Plugin

Once you’ve downloaded the plugin, install and activate it on your WordPress website. You can do this by accessing the WordPress dashboard, navigating to the “Plugins” section, and clicking on “Add New.” Search for the plugin by name, install it, and then activate it.

Install the Plugin
Activate the booking Plugin

Step 2: Configure and Customize the Form

After activating the plugin, you’ll typically find a BookNow menu.  Access it to set up your appointment booking form according to your preferences. Customize the form fields, add staff, add service, and adjust any other relevant settings as per your requirements.

Booking menu

Let’s customize the form:

Start with Settings:

Navigato BookNow – Click on Settings

You can change the form’s general information, working hours, holidays, and color here.

settings forms

In the general category you can alter the following information:

In the general category
  • Default Time Slot Step: This is where you can set the duration of a single appointment. By default, appointments are set at 30 minutes. So when you’re creating an event, you can set its length to over 30 minutes, but not less than that.
Default Time Slot Step:

E.g: We change  Slot Step to 45 minutes:

Default Time Slot Step:
  • Minimum time required before booking: This lets you set how much time in advance a customer needs to make a booking. 
  • Max Capacity: Maximum number of consumers who can book service simultaneously.
  • Date Format: d/m/y, m.d.y…..
  • Default Time Format: Time dimensions (12 hours or 24 hours)

At the working hour category: In these settings, you may specify your business’s operating hours for each day, including weekends.

At the working hour category:

In the holidays category: You can also use these options to set days off — whether they are public holidays, vacations, or any other planned or unplanned time off.

In the holidays category: 

E.g: We marked September 14, 2023, as a day off.

At Customize category: You can change the color for primary, title, subtitle, content…

At Customize category: You can change the color for primary, title, sub title, content…

Create Services

To begin, go to the dashboard and select the BookNow menu item. Then, choose Services.

Services are organized, and a variety of services can be added. Click the Add New Service button in the top right corner to begin creating your services.

click the Add new service option

When you click Add New Service, a new window appears as below, you can fill in the details related to your services such as Name, Price, Duration, Max Capacity, and Description.

fill in the details related to your services

On the right side, click Featured Image to upload a photo of your service.

Finally, Save and have a preview.

E.g:

We’ll be using a haircut as a default example and we want to add another type of service: Nail cut. We input nair service details like below:

service settings
click Featured Image to upload a photo of your service.

then look at a preview:

have a preview after upload a service photo

Adding staffs

In a similar way above, Choose the BookNow menu option. Then, select Staff. You can add a variety of staff members. Click the Add new staff button in the top right corner to add new staff members. And you can organize your employees in accordance with each service provided.

 Click the Add new staff button

When you click Add new staff, a new window appears as below, here you can fill in the information related to your staff. Remember to click on the blue Publish button.

New staff settings

On the right side, click Featured Image to upload a photo of your staff.

E.g:

We would want to hire two new employees: Lucas Drake for haircut and Nami Joan for nail cut, as indicated in the picture.

input information of new staff

Now, let’s observe the outcome: When I choose the Nair Cut service, Nami is indicated while Lucas remains unseen. Similarly, when I decide on the Hair Cut service, Nami becomes invisible and Lucas is highlighted.

result after adding new staffs
result after adding new staffs

Create a new form with booking forms

From your WordPress dashboard, hover over the WPForms menu. Next, click Add New, then choose Blank form and give the page name.

At the interface of WPForms, on the left side, drop down some field that you think is essential for a booking such as Name, Phone, and Email…where customers input personal information. You can insert any fields you want related to your form purpose. 

At Payment Field, Drop down the BookNow field to open the booking package. 

Drop down the BookNow field

You can add Total field or Stripe Credit Card….

Before taking a next step you should save and have an overview for considering any details, add or remove fields….

Please look at below the form after adding bookingIn Conclusion:

booking form

Email Notifications

Click on Settings in the left-hand menu. Then, select Notifications.

On this screen, ffind the Send To Email Address field. By default, this is set to {admin_email}. This is a dynamic value that tells WordPress to use the email address that’s linked to your WordPress admin account.

You can delete this dynamic text and replace it with any other email address. Simply type the new address directly into the Send To Email Address field.

In Conclusion

We hope this article helps you find out more about the Booking form.

It simplifies the reservation process, saves time, and improves user satisfaction. It is a valuable tool for streamlining bookings and enhancing efficiency.

Explore the convenience of our booking form now!”

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