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Adding an attachment to your booking form
Adding an attachment to your booking form

How to add a waiver, T&Cs, privacy policy or any other document that requires consent for booking

Anni avatar
Written by Anni
Updated over 3 weeks ago

Please note: File attachments are available on the Lite plan or above.

This article covers:


Important considerations

There are a few things to consider before adding an attachment to your booking form:

  1. Only Account owners can upload files.

  2. Before uploading a file, ensure its name is clear and customer-friendly. The name will appear on the booking form, making it easier for customers to understand and for you to identify later if needed.

  3. You can upload files in the following formats only: ​jpeg, jpg, png, gif, mp4, m4v, mov, txt, ics, doc, docx, pdf, ppsx, ppt, pptx, pub, rtf, xls, xlsx.


Uploading your file

  1. Select Settings from the left-hand menu, then Files.

  2. Select Upload files from the top right-hand corner:

    Files screen with an arrow pointing at the 'Upload files' button

  3. Select the Select files button to choose your document from your device:

    Upload files screen with an arrow pointing at the 'Select files' button

  4. When the files have finished, select the Done button:

    Upload files screen with an arrow pointing at the 'Done' button


Attaching your file to a booking field

Before you attach your field to a booking field, you'll need to create a new booking field or use an existing one to attach the file.

To create a new field:

  1. Select Settings from the left-hand menu, Booking fields, the Consent tab, then Create a field.

  2. When the window pops open, select Continue.

  3. In the edit screen, title the field with the relevant Field question.

    • For example, "I have read and agree to the Terms & Conditions".

    Consent field with the 'Field question' field highlighted

  4. Add the file to the field by selecting the Attachment drop-down menu:

    Consent field with an arrow pointing at the 'Attachment' drop-down menu

  5. Once added, select Create field.


Adding the field to specific entries

You can add this field to only specific entries in your schedule. To do this:

  1. Open your Scheduling page.

  2. Select the relevant entry, Edit entry, the Booking form tab, then Select & reorder fields:

    Booking form tab with arrow pointing at the 'Select & reorder fields' option.

  3. Use the Select & reorder option to add, remove or reorder the fields in your booking form. Once selected, use the plus "+" and minus "-" signs to add or remove them from the form:

    Booking form example with the plus and minus buttons highlighted

  4. You can also choose whether or not it is a mandatory requirement by selecting Set mandatory fields within each relevant entry.

  5. Once finished, select Save or Save & Exit to save your entry settings.

✨ Learn how to add a PAR-Q or health questionnaire to your booking form field.


How customers can access the file and consent

The field with the file will appear for the customer during checkout under Booking details:

Booking details section of the checkout, with the consent field highlighted

They can download the file by selecting the hyperlink underneath the file title.

  • e.g. "Privacy policy.png"

💡 If you have made the field mandatory, the customer cannot proceed with the booking unless they check the checkbox.


💬 Any questions or feedback? There are two ways to get in touch:

Thank you! 🕺


Tags: terms, conditions, t&c's, document

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