Custom Booking Forms allow you to collect important information from customers at the time of booking — before they even walk through your door.
Instead of chasing details over the phone, you can gather everything you need upfront.
You can create fully tailored forms for:
Medical clinics (health history, consent forms)
Garages (vehicle registration, mileage, service type)
Salons (hair type, previous treatments, allergies)
Personal trainers (fitness goals, injuries, experience level)
You decide:
What questions are asked
Which fields are required
Where the form appears in the booking process
Whether it’s service-specific
All information is securely stored in the customer’s profile for future reference.
This reduces admin time, improves preparation, and creates a more professional experience.
Follow these steps to create your custom form:
Step 1: Navigate to Custom Forms
Log into your Get Synced dashboard.
Go to Settings.
Select Custom Forms.
Click Create New Form Field.
Step 2: Choose Your Field Type
You can add:
Text fields
Paragraph fields
Dropdown menus
Radio buttons
Checkboxes
Date selectors
File uploads
GDPR / Consent checkboxes
💡 Tip: Use dropdowns and radio buttons where possible to keep the booking process quick and clean.
Step 3: Assign to Services (Optional)
You can choose whether the form:
Applies to all services
Applies to specific services only
Example:
MOT bookings require vehicle registration.
Physiotherapy consultations require medical history.
Hair colouring requires allergy confirmation.
This keeps forms relevant and avoids overwhelming customers.
Step 4: Set Required Fields
Toggle whether each question is:
Optional
Required
Only make essential information mandatory to avoid increasing booking drop-offs.
Step 5: Review the Booking Flow
After creating your form:
Make a test booking
Check the flow feels smooth
Ensure the form isn’t too long
Confirm responses save correctly
A simple and clear form improves completion rates.
🚀 Best Practices
Keep forms concise — only ask what you truly need.
Use conditional questions if available (show fields only when relevant).
Include a GDPR or consent checkbox for compliance.
Add a short description explaining why the information is needed.
Example:
“We collect this information to ensure your appointment is safe and tailored to you.”
🎯 Why Custom Forms Matter
Businesses using Custom Booking Forms benefit from:
Better preparation before appointments
Fewer last-minute surprises
Improved compliance (especially for clinics)
More professional onboarding experience
Reduced back-and-forth communication
Collecting the right information at the right time creates a smoother, smarter workflow.
