How do I use custom dynamic fields?

Custom dynamic fields let you pull in information from the online booking fields, online leads forms, or other forms sent to clients. 

To pull answers to the fields from your online booking widget or online leads widget, you only need to put this in the spot you want it to pull:

{custom_name_of_field}

For example, if the field is Dog Name, you'd put:

{custom_dog_name}

They must be an identical match for it to work. 

For any forms you send to clients, you'll follow the same pattern but, the contract must be attached to the form. To do that, head to settings>forms>the form your pulling fields from>require signature>contract that pulls the fields>save. Now, the contract can use those dynamic fields to pull in information from the form.

Have more questions? Submit a request
Powered by Zendesk