How to Create a New Custom Form

Steps

1. Go to Custom Forms from the sidebar
2. Click Create New Form
3. Configure the basic settings:
   • Form name
   • Booking types (standard, maintenance, or all)
   • Equipment scope (specific or all equipment)
4. Set behaviour options:
   • Allow users to edit responses
   • Set form as optional or required
5. Choose when the form must be completed:
   • During booking creation
   • Once per user per equipment
   • After booking (within a time window)
6. Build your form using available fields:
   • Text (short/long)
   • Numbers (with validation)
   • Dates and times
   • Dropdowns, checkboxes, radio buttons
   • File/image uploads
   • Headings and helper text
7. Save the form

Important

• New forms are inactive by default
• Activate the form when ready so it appears in bookings