1. Click on Settings
2. Click on Booking Form
3. Click on + add new
Your default booking form already exists here and can be edited by clicking the pencil icon, but to build a new booking form, click add new.
4. This page will show you several options for customizing your new booking form...
5. Including adding your own custom questions here.
6. To title the new Booking Form, Click on New Form.
7. Select the Name field and type your new form name.
For example, I named this "Commercial Booking Form"
8. Click on Submit
To select one of your custom booking forms to send to a client, follow steps 9-11...
9. Click on Sales Pipeline
10. Click on New Request
11. Click on the Booking Form dropdown and select the booking form that you would like your customer to receive before sending it to them.
