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Booking Questions and Forms

Every PrimeCal public booking page includes a customer details form where the person making the reservation enters their information. The fields in that form are configured at the resource type level — meaning all resources of the same type share the same form fields.

Default Form Fields​

By default, every public booking form collects three pieces of information:

  • Name — the customer's full name
  • Phone — a contact phone number
  • Email — an email address

These defaults are set when a resource type is created and represent the minimum information most organisations need to manage reservations and follow up with customers.

Customizing the Customer Information Fields​

The set of fields shown on the public booking form is called customerInfoFields in the resource type configuration. Admins and Editors can add or remove fields when they create or edit a resource type.

Where to Configure​

  1. Go to Reservations in the sidebar.
  2. Open the Resource Types tab.
  3. Create a new resource type or edit an existing one.
  4. Find the Customer information fields section.
  5. Add, remove, or reorder the fields.
  6. Save the resource type.

All resources belonging to that resource type will immediately show the updated form on their public booking pages.

What Field Names Mean​

Field names are plain text identifiers that PrimeCal uses as form labels on the booking page. Keep field names clear and customer-facing — they appear as-is on the public form.

Common examples:

  • name → displays as "Name"
  • phone → displays as "Phone"
  • email → displays as "Email"
  • notes → displays as "Notes" (useful for special requests)
  • company → displays as "Company"
  • team_size → displays as "Team size"
note

PrimeCal humanizes field identifiers on the public page — underscores are converted to spaces and the label is title-cased. So team_size appears as "Team Size" to the customer. If a field still looks too technical, rename it at the resource type level to something more descriptive.

What Customers See on the Form​

The public booking page shows the customer details form after the customer selects a date and time slot. The form appears with:

  1. A labeled input for each configured field
  2. A Booking summary panel on the side (service, resource or "Any available", time, duration, price if applicable)
  3. A Confirm booking (or Continue to payment) button

All fields in the form are presented to the customer before they confirm. There is no multi-page form — everything is on one screen.

The form is available in English, Hungarian, German, and French based on the language the customer selects in the page header.

Choosing the Right Fields​

The goal of the booking form is to collect only what you genuinely need — asking for too much information increases drop-off and reduces completed bookings.

SituationRecommended fields
Simple self-service (e.g. a gym court)name, phone, email
Group bookings or team sessionsname, email, team_size
Service with special requirementsname, email, notes
B2B or professional servicesname, company, email, phone

Start with the defaults (name, phone, email) and add fields only when you have a clear operational reason to collect that information.

Form Fields and Multilingual Labels​

If your organisation serves customers in multiple languages, be aware that field names are configured once and PrimeCal does its best to humanize them in the displayed language. For fully translated custom labels, keep field names as simple single words or short phrases that translate naturally (e.g. notes, company) rather than complex multi-word identifiers.

Advanced: Custom Fields on the Confirmation Page​

When a staff member views a completed reservation in the internal reservation board, they can see all the customer-provided field values — including any custom fields you added. This makes the booking form a lightweight data collection tool for operational purposes, without needing a separate CRM or intake form.

Example: Justin Adds a Notes Field​

Justin (justin_time) starts with the default fields (name, phone, email) for his "Basketball Court" resource type. After a few weeks, he notices that some customers want to request specific equipment setup before their session. He edits the resource type and adds a notes field. The public booking page for "Late Gym — Main Court" now shows a "Notes" text box where customers can write things like "Need the ball rack set up on the north end". Justin can see these notes in the reservation board when he checks the day's bookings.

What Is Not Available Yet​

PrimeCal's booking form currently supports text-based fields only. The following are not yet available in v1.3.4:

  • Required vs. optional field distinction (all fields are treated as optional by the form)
  • Dropdown or select fields (multi-choice questions)
  • File uploads
  • Date pickers inside the form (for things like "preferred alternative date")

If you need these capabilities, you can collect them separately by including a note in the booking confirmation asking customers to email additional details.