How to Manage Booking Forms in GoClixy?
The Online Booking form lets your listing owners easily add a form to your website so their customers can send a booking or quote request to them. Each time their customer book, you will earn the commission set in the Admin Panel, so this is another module to generate recurring income on your Business Directory website.

Booking Form

How to Add a Booking Form?

  • Log in to the Admin Panel, go to Financial context and visit the Bookings Link.
  • Click the Add Booking Form tab in the upper right corner.
  • Give a meaningful name to your Booking Form.
  • Enter a percentage value in the Commission field. This is the amount you will earn on each booking made using this form.
  • You can limit the number of packages a Business Owner can add to this booking form. Select a value from the Max. Packages dropdown field.
  • Check the Days Selection checkbox to allow the user to select days during package creation.
  • Check the Enable Cache checkbox to speed up the form loading. Note: This can also negatively affect your form loading because a cache always serves old data. Enable this option only if you have performance issues with a booking form.
  • Check the Status checkbox to make this form active.

Booking Form Fields

Fields displayed during Form Allotment?

The business owner has to fill a form for initial settings. All the below-checked fields will be visible to the user during form allotment. Not all options are applicable to all Booking Forms, so enable only those options which are applicable to this form.

  • Start Date: The calendar day on which this form will start taking bookings.
  • End Date: The date on which the booking ends.
  • Time Before Booking: The number of hours before the booking ends. E.g. if the value is 10, the user can book this form up to 10 hours before the booking ends.
  • Available Seats: The number of seats available for booking.
  • Seat Limit: The maximum number of seats a user can book.
  • Advance Booking: Allow bookings up to n number of days in advance. You can check this option in the case of Hospitals, Clinics, Parlours and Hotel Booking forms. This will allow visitors to book them in advance.
  • Multiscale: Allow a user to book a package multiple times.

Click the Save button to save the booking form.
Booking Allotment Fields

How to assign fields to a Booking Form?

  • All booking forms will be displayed under the Manage Booking Forms tab.
  • Click the Assign Fields icon to assign the field to your newly created Booking Form.
  • Select all applicable fields using checkboxes and click the Save button to assign them.
  • If you want to have a new field in the list, go to Developer->Fields and add it. For more information, please go through our video How to Add a Custom Field.
  • Click the Package Field icon to display a field on the Frontend Booking screen. The user has to fill this field first before proceeding further.

Assign Fields to a Booking Form

How to sort Fields?

Fields are displayed in the order, they are added to the website. You can change the order as per your requirements.

  • Click the Sort Fields icon to change the order of the fields.
  • Drag and drop fields to change their orders and click the Save button.
    Sort Fields

How to Change the Default Email/SMS Templates?

On each booking, the user, the business owner/member, and the Admin is notified via Email and SMS. You can change the default text and settings via Template Settings.
Click the link and modify settings as per your requirements.

If you have added a field after adding the booking form or you want to restore the default text click the Reset to the Default button in the footer.
Template Settings

How to Export all Bookings?

Click the Excel icon to export all bookings in an Excel file.
Export Bookings

How to make a copy of the Booking Form?

Click the Copy icon to make a copy of the Booking Form.
Copy Booking Form

A Booking Form must be assigned to a Module (Listings, Events, Jobs, etc.) to start Bookings. This can be done by both the member and the admin area.

A user can assign multiple booking forms to a listing/module. All the assigned booking forms will be avaiable for Booking on the listing/module detail page.

How to view all Allotments

Click the Manage Allotments tab to view all allotments.
Manage Allotments

How to Allot a Booking Form through the Admin Panel?

  • Select a form from the Booking Form list.
  • Select a module to which the form will be assigned.
  • Enter the Row ID. E.g. if you want to assign this form to a Listing whose ID is 1, then enter 1 in the Row ID field.
  • Click the Save button to allot the selected form.
    Add Allotment

How can a Member assign a Booking Form to a Module?

  • The member must add at least one listing or module (deals, events, jobs, etc.) to view the Booking Form button.
  • After adding a listing, the Booking Forms button will be displayed under the listing title.

Member Dashboard

  • A click on the Booking Forms button will display all active Booking Forms to the Member.
  • The member can assign any of them by clicking the Configure button.

Booking Forms

  • This will take the member to the initial configuration screen.
  • All the fields checked during the creation of the Booking Form will be displayed to the Member.

    • Layout: This is the placement of the fields in the Form. If you want to display form fields in tabs, select Tabs from the Layout dropdown field. Select None for a simple form.
    • Refund Policy: If you want to allow your users to cancel a Booking, enter a value in the Refund Policy field. The Refund Policy type can be in hours or days. If the field value is 10 and the type is days, the user can cancel this Booking within 10 days from the date of booking.
    • Tax Rate (in %): Enter a Tax value that will be applied to the booking of this form.
    • Tax Inclusive: Check the Tax Inclusive checkbox if the tax is inclusive of Price.
    • Allow Coupon: Allow users to use a discount coupon during a Booking.
    • Status: Check the Status checkbox to make this form active.
  • After filling all the information, the member must click the Save button to allot this Booking Form.

Allotment Settings

How to Add Options?

Options are the choices you will have when creating a package. These are displayed to the visitor during an appointment/booking.

  • Click the Fields button to add options for packages.
    Note: The option can be added only to a Booking Field.

Fields Button

  • Click the Options button.

Options Button

  • Enter a value under the Option column.
  • Click the Add button to add more options.
  • Click on the Save button to save options.

Options Screen

How to Split Fields?

Sometimes you want to partition a field into multiple instances e.g. in a Doctor Booking package, you would like to have two instances of the Timings field FROM and TO. This will be used for the duration selection during an appointment.

  • In order to create an instance of a field, click the Split button.

Split Button

  • Enter a name for the instance under the Options column.
  • Click the Add button to add more instances.
  • Click on the Save button to save instances.

Split Screen

How to Add Packages

Package is a bundle of options that you added earlier. The visitor must select a package to complete a booking.

  • Click the Add button to add a new package.

Add Package

  • This will redirect you to the package screen where all your saved options will be displayed in the dropdown fields.
  • Create a package using these options and click the Save button.

Package Screen

Once you have added all the packages, click the View button to view your Booking Form.