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How to Create & Edit Booking Forms in ZenMaid

Learn how to create and customize Booking Forms in ZenMaid, set pricing, add branding, and use SMS consent tools to keep your customer communications compliant.

Natalia avatar
Written by Natalia
Updated this week

Summary

  • Here you will learn how to create your first Booking Forms and make any edits.

Important

  • The opt-in checkbox becomes required once a phone number is entered in the Phone Number field. Because of this, the opt-in choice does not appear on the customer profile. At this time, the only required field is the Service Address element, and you can choose to make the Phone Number and Email fields optional if you prefer.

  • You can make edits while creating the Form or after it has been created, and your customers will always see the most up-to-date version.

  • The Base Price of the Form is the starting amount shown on the booking form before adding extras such as refrigerator or oven cleaning. The Minimum Booking Price is the lowest total you will accept on the form. In short, the base price shows the cost of a standard cleaning, while the minimum ensures every job meets your established minimum charge.

  • Booking Forms are not connected to the “Service Type” tags used when creating appointments.


Creating a Booking Form

  • Go to > Bookings > All Booking Forms section on your sidebar.

  • Click on the New Booking Form + button. If you create multiple forms, you must scroll past the top one listed to see the next one & so on.

  • In ZenMaid, every customer can edit their Booking Form(s) to fit their needs. We have a set Standard Booking Form that should help you start your personalized poll. Before going deeper into this, take a look!


Elements

  • You can add any of these Elements on the right side just by dragging them, also, you can reorganize your elements by dragging them up or down in the form.


Calendar

  • We offer a calendar portion so customers can select their desired time and date. This is not a live calendar, so a message above to let the customer know that calendar availability may be limited is an option. More about the calendar widget:


Extras

  • Since the extras have so much customization, we suggest adding them two at a time and then clicking the save button.

Side Note

  • Want to learn more about extras? Click here:

  • Need more icons than what is available? Click here:


Custom Questions

  • If you need to ask something more specific, you can add any custom field using Custom Question elements.


Pricing

  • By setting your prices in the sliders that you select, you'll be able to provide a price estimation to show to your clients. You will also be able to see the price that was quoted when a booking comes through.

  • You can head over to the pricing tab to set the minimum or the base price of your form.

Side Note

  • The Form Base Price is the starting amount shown on the booking form before any add-ons like fridge or oven cleaning.

  • The Minimum Booking Price is the lowest total you’ll accept on the form.

  • In short, the base price shows what one standard cleaning starts at, while the minimum ensures every job meets your set minimum charge.


Sidebar

  • You can add/customize a Sidebar that your customers will be able to see on the side of the Booking Form they are filling. This is your chance to sell to the customer with key points about your company. You can add up to 6 sidebar elements!

  • Click +Add Sidebar Element, use the pencils to edit the wording, and click the STAR icon for a pop-up menu to select clean design icons or colorful icons. Hit Save Sidebar once completed.


Color

  • You can customize your appearance to your company's colors. Use a Color Picker tool to select your website colors for a perfect match.


Adding Your Logo

Adding your logo to the Business details page

  • From the ZenMaid Dashboard, click the Settings icon and go to Business details under Account

  • On the next page, scroll down to Logo and choose a file from your computer.

Logos in ZenMaid work best if they are square-sized.*

  • Once you have chosen the image, a preview will appear.

  • Make sure to save the changes before leaving this page.


Adding your logo to the Booking Form

  • Go to the Booking Form icon and go to the All Booking Forms page.

  • Select the Booking Form you want to add the logo to and click the

    button.

  • Go to the Appearance tab and check the box "Show my logo on the form".

  • Save changes to your booking form.

Side Note

  • If you want to make sure the logo looks right, click the preview button and confirm the logo looks good!


Settings

  • Manage how you are going to handle the bookings that come in & the status that they are given.


Confirmation

  • Edit the final message or select to send the customer an email/text to confirm their booking. You can also add a redirect link to take them back to your website or a marketing page. More about the email/text that is sent out here.

  • Once you are done customizing, scroll down and click on Save Booking Form, and that's it! Time to install the booking form on your website, and use the URL in your online business listings and social media pages. We have tutorials for this installation process for your website, or our team can take this task on for you.


NEW: SMS Consent & Compliance

  • When a customer enters their phone number on your Booking Form, they will now see two separate consent checkboxes:

1. Transactional Texts – Appointment confirmations, reminders, and schedule updates.

2. Marketing Texts – Promotions, follow-ups, and offers.

  • Customers can choose one, both, or none.


NEW: Terms of Service & Privacy Policy Links

  • From the Business details page under Settings, you can add your own Terms of Service link & Privacy Policy link that will appear on the Booking Form.

  • These will automatically appear on every Booking Form to help protect your business.


Additional Information

Resource

  • Do you still need a hand with this? Our team will gladly help you set up your new booking page and get it added to your website. Just click on the message bubble to send us a message! You can also reach out to us at support@zenmaid.com.


Preventing Spam

  • To cut off spam bots before they can submit anything, your website platform may offer options such as:

1. Bot filtering or automated-traffic blocking on the page where the form is embedded.

2. Page-level access controls that only allow visitors with normal browser behavior to load the page.

3. A simple pre-page step before the booking page that only real users complete, such as a CAPTCHA.

  • If you’re working with a web developer or using a site builder like Wix, Squarespace, or WordPress, their support team can help you enable these features.


Keywords

  • Booking Form

  • Create Booking Form

  • Edit Booking Form

  • Booking Form Elements

  • Calendar Widget

  • Extras

  • Custom Questions

  • Pricing

  • Booking Form Pricing

  • Sidebar

  • Sidebar Elements

  • Color Customization

  • Booking Form Settings

  • Confirmation Message

  • Booking Confirmation Email

  • Booking Confirmation Text

  • Redirect Link

  • Save Booking Form

  • Install Booking Form

  • Website Integration

  • Online Business Listings

  • Social Media Integration

  • Opt-in Compliance

  • Customer Consent

  • Manage Bookings

  • Support

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