PreBook Form Block: Embedding Booking Forms

The PreBook Form Block lets you embed a fully functional booking form anywhere on your WordPress site.

Key features:

• Full booking functionality across pages, posts, or custom layouts.
• Filter options to display specific service categories, services, or staff.
• Preselection options to streamline the booking process.

Adding the Form Block to Pages/Posts

To add the PreBook Form block to any page or post:

1. Edit the page/post where you want to add the booking form.
2. Click the + button to add a new block.
3. Search for PreBook or browse the Widgets category.
4. Select the PreBook Form block.
5. The form appears with default settings, showing all services and staff.
6. Click Publish or Update to make the form live.

Form Block Settings and Options

To customize the PreBook Form block:

1. Select the PreBook Form block in the editor.
2. In the block settings panel (right sidebar), enable Customize Booking Form Data.
3. Once enabled, additional customization options will appear.

Select Data Mode

The PreBook Form offers two modes to control what’s displayed:

• Use Filters: Display a subset of your services and staff based on categories, specific services, or staff members.
• Use Preselect: Pre-select a specific service or staff member to skip steps for customers.

Filter Settings

When Use Filters is selected, access these options:

• Filter by Category:
  
  • Field Type: Multi-select dropdown
  • Behavior: Select one or more service categories (e.g., “Hair Services,” “Skin Care Services”). Search by name to find categories.
  • Example: Choose “Hair Services”—only services like Hair Cut, Hair Color, Hair Wash, and Hair Spa (plus relevant staff) appear.
• Filter by Service:
  
  • Field Type: Multi-select dropdown
  • Behavior: Pick specific services (e.g., “Hair Spa”). Search by name to find services.
  • Example: Select “Hair Spa”—only staff offering Hair Spa services show.
• Filter by Staff (Business Only):
  
  • Field Type: Multi-select dropdown
  • Behavior: Choose specific staff (e.g., “John Doe,” “Jane Smith”). Search by name to find staff.
  • Example: Select “Jane Smith”—only her services (e.g., Facial, Body Massage) display.

Dynamic Updates: Selecting a category automatically updates the services and staff displayed.

Preselect Settings

When Use Preselect is selected, access these options:

Preselect a Service:

• Field Type: Single-select dropdown
• Behavior: Choose a service (e.g., “Hair Cut”). Search by name to find it. The form skips the service step, showing only staff for that service.
• Example: Preselect “Hair Cut”—clients see staff like “John Doe” or “Michael Johnson” next.

Preselect a Staff (Business Only):

• Field Type: Single-select dropdown
• Behavior: Pick a staff member (e.g., “Jane Smith”). Search by name to find them. The form skips the staff step, showing only their services.
• Example: Preselect “Jane Smith”—clients see services like Facial or Body Massage.

If both a service and staff are preselected, the form jumps straight to date selection.

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FAQs & Troubleshooting

Q: Why don’t I see customization options?

A: Ensure the Customize Booking Form Data toggle is enabled in the block settings.

Q: Can I use both filters and preselects?

A: No, choose one mode (Use Filters or Use Preselect) per block.

Q: My booking form is not displaying services. How do I fix this?

A: Check that services are published in the PreBook Dashboard.