Now in SalesEdge.io: Attach and Complete Forms Instantly When Creating Service or Rental Bookings

We’re excited to announce a new feature in SalesEdge.io that makes managing your service and rental bookings even easier. Now, when you create a booking directly inside the platform, you can attach and fill out the necessary intake form right from the appointment window – so your process stays organized, professional, and consistent with every client.

What’s New?

• Attach Forms Inside the Booking Window: When creating a service or rental booking, you’ll see a new “Booking form” section. Select "Attach form" and you can complete the customer’s intake form on their behalf, all within the flow of creating the booking. This step is completely optional, so you’re free to book without a form if preferred.
• Smart Form Selection: The form you’ve set up for that service or rental will automatically appear as the default. You can easily switch to any other available form as needed using a simple dropdown menu.
• Contact Details Pre-Filled: Your customer’s first name, last name, email, and phone number will be automatically filled in based on your contact selection, saving you time and reducing mistakes.
• No Unnecessary Fields: When attaching a form from the appointment window, elements like CAPTCHA, payment details, or product sales won’t be shown. You and your team see only what’s relevant for completing your booking efficiently.

How To Use This Feature

1. Create a new service or rental booking from the appointment screen and select your contact.
2. In the Booking form section, click Attach form.
3. Fill in the form with the necessary information for your customer and create the booking.
4. You can view the completed form anytime by opening the appointment details.

Note: Forms can only be attached while creating the booking. They can’t be added or edited afterward at this time.

Why This Matters for Your Business

• Whether a booking is made online or manually, you’ll always collect the same essential information.
• Gather all important client details upfront and keep them neatly organized with each booking.
• Automatic contact info saves you time and ensures accuracy for every client interaction.

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For existing SalesEdge.io users: This update is already live in your account.

Not using SalesEdge.io yet? Book a demo today to discover how it can simplify and automate your business.