Your business may require guests to sign some forms when they purchase packages. For example, you could have different forms such as agreement forms, medical information forms, terms and conditions forms, and forms that outline terms for freezing a package.

Package forms are used to capture these details. You can assign a package form to a group of services as part of a package.

To upload a package form

  1. At the organization level, click the Admin icon.

  2. Navigate to Custom Fields > Custom Forms.

  3. Click Add.
    The Create Custom Form page appears.

  4. Complete the following fields for the custom form:

    • Name: Enter a name for the form.
      Example: Day Package Form.

    • Code: Enter a code for the form.
      Example, DPF

    • Description: Enter a description. This is an optional field.

    • Assigned To: To assign an HTML custom form to a service, select the Packages option.

    • Active: This option is selected by default and means that the form is active to be assigned to a service. Clear the checkbox if you do not wish to make the form active.

  5. Click Next.

  6. (Optional) Click Preview to view your form before saving the changes.

    This allows you to view your form with multiple fields in one screen.

  7. Add your HTML to the text area and click Save.

    You have successfully uploaded the custom form for packages. To learn how to associate these forms: Associate Forms to a Custom Package Template.

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