✨ Please note: File attachments are available on the Lite plan or above.
This article covers:
Uploading your file
💡 To note: Only Account owners can upload files.
Before uploading a file, make sure its name is clear and customer-friendly. The name will appear on the booking form, and a clear name will also help you easily identify the file later if needed.
Select Settings from the left-hand menu, then Files to upload a file. From here, select Upload files from the top right-hand corner:
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.
Use the Select files button to select your document from your device:
Then Done when the file has finished uploading:
Attaching your file to a booking field
First, create a new booking field to attach the file to. To do this, select Settings from the left-hand menu, Booking fields, the Consent tab, then Create a field.
When the window pops open, select Continue. In the edit screen, title the field with the relevant Field question.
For example, "I have read and agree to the Terms & Conditions".
Add the file to the field by selecting the Attachment drop-down menu:
You can add this field to only specific entries in your schedule by selecting the relevant entry, Edit entry, the Booking form tab, then Select & reorder fields:
You can also choose whether or not it is a mandatory requirement by selecting Set mandatory fields within each relevant entry.
✨ 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 will appear for the customer during checkout under Booking details:
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:
For a quicker response, please contact us via live chat on our homepage or your account.
Or send us an email
Thank you! 🕺
Tags: terms, conditions, t&c's, document