Booking System
Set up date/time booking with availability calendars and time slots.
Comprehensive Calendar and Booking Management for WP Cost Estimation & Payments Forms
Learn how to use the integrated booking and calendar management system to schedule appointments, manage availability, and create event-based pricing in your forms.
Booking System Overview
The WP Cost Estimation & Payments Forms Builder includes a fully-integrated booking and calendar management system. This powerful feature allows you to:
Manage Multiple Calendars
Create and manage multiple calendars for different services, locations, or resources.
Control Availability
Define available days and hours for bookings on each calendar.
Categorize Events
Create event categories with custom colors for easy visual identification.
Automated Reminders
Set up automatic email reminders to be sent before scheduled events.
Calendars Management
Open the calendars management panel by clicking the calendar icon in the main toolbar:
Calendar Management Panel
View the scheduled events across different calendars in the calendar panel. The calendar view provides a comprehensive overview of all events, allowing you to manage your bookings efficiently.
Calendar Panel Toolbar Features
Events Categories
Categorize events for easy identification in the calendar view with custom colors. This helps you visually distinguish between different types of bookings.
Default Reminders
Set up automatic email reminders to be sent before an event starts. You can configure the timing and content of these reminders to ensure clients don't miss their appointments.
Available Days of Week
Specify which days are selectable for date pickers linked to a calendar. This allows you to restrict bookings to specific days of the week (e.g., Monday to Friday only).
Available Hours
Define selectable hours for time pickers associated with a calendar. This lets you set business hours or specific time slots when bookings can be made.
Calendar Management
Additional calendar management options include:
- Export Events: Export calendar events as a CSV file
- Calendar: Switch between your created calendars
- Add a Calendar: Create new calendars for your forms
- Delete: Remove a selected calendar
Managing Events
Create a new event by clicking on an empty slot in the calendar, or edit by clicking on an existing event:
The sidebar panel provides details about the selected event, including options like 'Full day' and 'Busy date'. You can set:
Event Details
- Event title and description
- Start and end times
- Event category
- Associated customer information
Event Options
- Full day events
- Busy date (blocks the time slot)
- Custom reminders for specific events
- Recurring event settings
Assigning a Calendar to a Date Picker
Assign a calendar to a form's date picker via the "Calendar" dropdown within its settings:
Date Picker Calendar Assignment
Once linked, the date picker will respect the calendar's disabled days and hours. Additional options include:
Event Registration
Enable automatic event creation when a form is submitted. This creates a new event in the calendar based on the selected date and time.
Category Selection
Choose which event category to use for automatically created events. This helps organize your calendar by service type or other criteria.
Event Duration
Define how long the automatically created events should last. You can set a fixed duration or calculate it based on form inputs.