Create Custom Service Forms - Taskly Docs

Create Custom Service Forms

Taskly allows you to create custom service forms, so that you can capture as much information as you need from your customers to help quote as accurately as possible. The following guide will walk you through setting up custom forms and previewing them on your booking flow.

Custom form fields will only be displayed if a customer selects a service which the form has been applied too. For example, you can have a form for cleaning services, and a seperate form for other types of unrelated services, e.g. house washing, or gardening. If a customer selects a cleaning service, they will only see your cleaning services form and not unrelated questions.

Create a Custom Booking Form

Click Forms
Click New form
Click the Name field.
Enter the name of the form you are creating, e.g. Cleaning Requirements
Add the services you would like the form fields to appear for on your booking form. The field forms will only appear if a customers selects the services in their checkout. This helps to prevent customers seeing and filling out fields not related to the services they want.
If your customer selects two services in your booking form, and they both have the same custom form applied, the custom form will only present itself once in the booking process.
Click Add Fields
There are a range of field types you can use to build your form. Text fields allow customers to input free text, Range fields allow you to specific a range, e.g. square meterage - users can select value from a slider. Checkbox allows users to tick the field to agree, and Select fields are used to give users a choice of multiple values, e.g how many bedrooms would you like cleaned.
Enter all the fields you need in the form and ensure you have them in the correct order. You can drag and drop fields using the arrows. Press Save changes when your form is complete.

Preview Your Form

Custom forms are only displayed in the full website booking form, not the quick embed forms.

Click Settings
From the Website section, click Copy and paste your booking URL into a new tab.
Be sure your Website setting is Enabled or you will not be able to preview your booking form.
Enter your Address in the search bar. The address you enter needs to be within the booking radius you have set up.
Click Continue
Click the Service which you associated your custom form with.
The below example image has a field of each type in it (Select, Range, Checkbox, and Text).
The custom form will present itself. Check that you are happy with the order/way the questions are presented. Go back into the Taskly form settings to make any desired changes.

Create Custom Service Forms

Custom form fields will only be displayed if a customer selects a service which the form has been applied too. For example, you can have a form for cleaning services, and a seperate form for other types of unrelated services, e.g. house washing, or gardening. If a customer selects a cleaning service, they will only see your cleaning services form and not unrelated questions.

Create a Custom Booking Form

Click Forms
Click New form
Click the Name field.
Enter the name of the form you are creating, e.g. Cleaning Requirements
Add the services you would like the form fields to appear for on your booking form. The field forms will only appear if a customers selects the services in their checkout. This helps to prevent customers seeing and filling out fields not related to the services they want.
If your customer selects two services in your booking form, and they both have the same custom form applied, the custom form will only present itself once in the booking process.
Click Add Fields
There are a range of field types you can use to build your form. Text fields allow customers to input free text, Range fields allow you to specific a range, e.g. square meterage - users can select value from a slider. Checkbox allows users to tick the field to agree, and Select fields are used to give users a choice of multiple values, e.g how many bedrooms would you like cleaned.
Enter all the fields you need in the form and ensure you have them in the correct order. You can drag and drop fields using the arrows. Press Save changes when your form is complete.

Preview Your Form

Custom forms are only displayed in the full website booking form, not the quick embed forms.

Click Settings
From the Website section, click Copy and paste your booking URL into a new tab.
Be sure your Website setting is Enabled or you will not be able to preview your booking form.
Enter your Address in the search bar. The address you enter needs to be within the booking radius you have set up.
Click Continue
Click the Service which you associated your custom form with.
The below example image has a field of each type in it (Select, Range, Checkbox, and Text).
The custom form will present itself. Check that you are happy with the order/way the questions are presented. Go back into the Taskly form settings to make any desired changes.