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  Public Ticket #3646829
Sub Step - Bringing Anyone With You Booking Form
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  • Shara Funari started the conversation

    Hello!

    I'm new to the Amelia booking app and just started the process of customizing the booking form version 2.0. I'm not finding a way to link the customized form to the service it is best suited for. Is there a way to link a booking form to a specific service? We currently use the Planyo Booking App and we use this type of feature to best guide how our clients book their appointments. 

    We offer 3 services and two of them will need to use the "Bringing Anyone With You?" feature so that the price multiplies when participants are added to the reservation. I customized the language on the "Bringing Anyone With You?" form so that it guides our clients on how to add participants to their group workshops, BUT I also need to use the "Bringing Anyone With You?" feature for a different service that is much more straightforward and doesn't need the same instructions that I created in the customized form. 

    Am I approaching this incorrectly? We have two services that would benefit from customized booking forms, I just need to be able to assign the booking form to the service. 

  •  1,501
    Uroš replied

    Hello Shara,

    Thank you for reaching out to us.

    1. For that purpose, you can preselect a service for a booking form with the following shortcode:

    [ameliastepbooking service=1]  if you want to show the booking form for the service with ID 1.

    2. Unfortunately, there is currently no such option with Amelia's built-in features. You can suggest that feature on the following link: https://features.wpamelia.com/ 

    We carefully follow suggestions from our customers and the more votes the feature gets, the more priority we put on implementing that feature in one of the future updates.

    Kind Regards, 

    Uros Jovanovic
    [email protected]

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  • Shara Funari replied

    Uros,

    Thank you for the response, I would like some clarifications before I proceed with changes to the Step-by-Step 2.0 Form

    I've customized the Step-by-step 2.0 form, specifically the language of the labels for the Sub Step - "Are You Bringing Anyone With You?" in order to better accommodate how are clients add participants to their Private Group Workshop/Team Building" (ID: 3) service. I plan on adding the shortcode for the Step-by-Step form along with this service ID. My first question is, should the shortcode look like this: [ameliastepbooking service=3] in order for the customized 2.0 form to only show specifics to our Private Group Workshop/Teambuilding service?

    My next question is, since I've already published the customized Step-by-Step 2.0 form for our Private Group Workshop service (ID:3) and need to create a different customized Step-by-step 2.0 form for our Taste of Glass service (ID: 1),  do I use the "Reset" button, create the new customized form for the Taste of Glass service (ID: 1) then publish it to create the Step-by-Step 2.0 shortcode for our Taste of Glass service?  Does this affect the initial form that I published for the Private Group Workshop service (ID:3)? After reviewing the documentation about the Customize Form feature, I'm still confused if the Amelia Booking system supports a feature that allows for custom reservation forms that can be used for each different service? Right now it seems as if the Step-by-Step 2.0 form can be remarkably customized, but it is the only form that can be used across the board for all services, which is a problem for our booking needs. 

    We have offer one more service  called Private Lessons for 1 or 2 People (ID: 2) and I was planning in using the Step-by-Step 2.0 form for that service as well, without the use of any Sub Step. It will use the basic Step-by-Step form arrangement and will be the most straight forward to book. But again, when I preview this service as well on the front end, it uses the customized form for the Private Group Workshop (ID: 3) and this creates a confusing/misleading booking experience. What am I doing wrong? 

  •  1,501
    Uroš replied

    Hello Shara,

    Thank you for your questions and for providing detailed information about your customization needs. I'll clarify how the customization of the Step-by-Step 2.0 form works within the Amelia Booking system and address your specific concerns.

    Firstly, regarding your shortcode query: Yes, your shortcode [ameliastepbooking service=3] is correct for displaying the Step-by-Step form specific to your Private Group Workshop/Team Building service (ID: 3). This shortcode ensures that the booking form is associated with that particular service.

    However, it seems there is some confusion about the customization and its application. Here’s a detailed explanation:

    Customization Application

    When you customize the Step-by-Step 2.0 form, the changes you make will apply universally across all services that use this form. This means that the customizations you made for the "Are You Bringing Anyone With You?" sub-step, or any other steps, will appear for all services using the Step-by-Step 2.0 form. Unfortunately, the Amelia Booking system does not currently support creating multiple different customized forms to be used specifically for different services.

    Multiple Services and Customization

    Given your situation:

    • Private Group Workshop/Team Building (ID: 3)
    • Taste of Glass (ID: 1)
    • Private Lessons for 1 or 2 People (ID: 2)

    When you customize the Step-by-Step 2.0 form for one service, this customized version will also display for the other services. So if you customize it for the Private Group Workshop (ID: 3), this same customization will show when clients try to book the Taste of Glass (ID: 1) and the Private Lessons (ID: 2) services.

    Workarounds
    1. Separate Shortcodes for Different Services: Although you cannot have separate customized forms, you can use the basic Step-by-Step form (without specific customizations) for services that do not require detailed custom fields. For services needing special customizations, consider adding necessary details in the service description or in confirmation emails.
    2. Minimal Customization: Use minimal customization that applies universally and makes sense for all services. For example, generic labels and questions that fit every type of service you offer.
    3. Custom Fields in Service Descriptions: For services requiring specific details, use the service description to explain any additional steps or information clients might need to provide after booking.
    4. Multiple Booking Forms Plugin: If your needs are highly specific and can't be met with the current capabilities of Amelia, you might need to consider additional plugins or solutions that allow for multiple, highly customized booking forms.
    Specific to Your Case
    • For the Private Group Workshop (ID: 3): Use the shortcode [ameliastepbooking service=3] and proceed with your current customization. Inform clients about the additional participants in the service description or confirmation email.
    • For the Taste of Glass (ID: 1): Use the same form but keep the customization as general as possible to avoid confusion.
    • For the Private Lessons (ID: 2): If no customization is required, ensure the form is as straightforward as possible, potentially using the basic version without additional custom fields.
    Summary

    In essence, the customization of the Step-by-Step 2.0 form in Amelia Booking applies to all services uniformly. It is not currently possible to create and assign unique custom forms to individual services within the system. I hope this clarifies your concerns and helps you plan your booking setup more effectively. If you have any more questions or need further assistance, feel free to ask!

    Kind Regards, 

    Uros Jovanovic
    [email protected]

    Rate my support

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