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Add radio buttons and check boxes to a form

Fields in a form, like radio buttons or check boxes, provide options to the user from which to choose.

Radio buttons let users select one option from a list of two or more options. The user can select only one option from this list. For example, yes or no questions. A radio button can be set up for asking the guests if they have been quarantined and the options can be set up as Yes or No.

For examples of a radio button, from the sample forms, visit the COVID-19 safety guidelines (USA) form. There are radio buttons below a text component.

Check boxes let the user select any number of choices, including zero, one, or several from the given options. For example, in a form for hair highlights, a field to select the colors a guest wants to get done on their hair.

For examples of a radio button, from the sample forms, visit the Botox treatment form. Under the Facial area section, there are select boxes.

  1. To add radio buttons, from the Tools list, drag and drop the Radio component onto the form.

    To add check boxes, from the Tools list, drag and drop the Select boxes component onto the form.

  2. To customize the component, place the mouse pointer on the component and click Edit.

  3. To name the field, under the Basic tab, in the Label field, enter a label.

    To add options to the component, under the Data tab, in the Values table, enter the labels to show. Each row can hold only one value.

    Note

    • Values for respective items on the list appear automatically once labels are entered. These values can be edited.

    • The values of this component are used to make the logic for calculated fields.

    • You can also enter shortcuts to select the value. For example, for a list of languages that contain English, Spanish and French, you can assign E as the shortcut for English, S for Spanish, and F for French.

    If you want to customize other settings, refer to the table below.

  4. Click Save.

Action

Perform these steps

Display the options horizontally

For example, if you have a form with multiple radio buttons and check boxes, you can display them horizontally to save space on the form.

Under the Basic tab, select the Inline layout check box.

Adjust the options' label position

Under the Basic tab, from the Options label position list, select an alignment for the label

Ensure that the guest cannot change the contents of the field

For example, a field for therapists to select products used in a service can be made read-only from the guest.

Under the Basic tab, select the Make field read-only for guest (on CMA, Kiosk, Webstore, Zenoti Mobile guest mode) check box.

To not display the field to the guests on CMA, Kiosk, Webstore, ZMA guest mode

For example, fields reserved for office use can be hidden from the guest.

Under the Basic tab, select the Hide field from guest (on CMA, Kiosk, Webstore, Zenoti Mobile guest mode) check box.

Make the field mandatory

Under the Validation tab, select the Required check box

Set the minimum and maximum number of check boxes that can be selected by the user

Under the Validation tab:

  • In the Minimum checked number field, enter the minimum number of check boxes that can be selected by the user.

  • In the Maximum checked number field, enter the maximum number of check boxes that can be selected by the user.

Note

You can make a field appear or disappear on the form based on the value of another field.

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