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Summary

The Booking Forms Setup screen in the RAY admin portal manages booking forms: questions people answer when they book a space, for example the purpose of the booking or the number of guests. Booking forms are organized in categories, like service forms. A space uses at most one booking form, chosen in the space’s Booking Forms tab, and the answers appear in the booking’s Form tab.

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Where to find Booking Forms Setup

  • Menu: Bookings → Booking Forms Setup (Arabic: الحجوزات ← إعداد نماذج الحجز)
  • The screen lists the booking form Categories. Click a category to see its Forms, and a form to open its page.

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Who can access Booking Forms Setup

Booking Forms Setup is shown only to users with an Admin role that includes the booking forms feature. The same feature shows a space’s Booking Forms tab and a booking’s Form tab.

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How booking forms differ from service forms

Booking forms use the same screens as service forms, with fewer options:
  • Categories show Image, Name and Description, cannot be reordered or deleted, and have no External ID or Status.
  • Forms show Image, Name, Description and Last Modified at. They can be duplicated, imported and exported, but not deleted, and they have no Status.
  • A booking form’s settings are Name, Category, Description, Allow users to reopen, Reopening Period, Icon and Banner Image. There are no statuses, audience, viewers, assignees or managers.

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How to create a booking form

  1. Open Bookings → Booking Forms Setup and click a category (or Add a category first).
  2. Click Add, fill in Name, Category and Description, and click Save.
  3. Open the new form and add its questions with Add Field, as for a service form. See How to add questions to a form in Service categories and forms.
  4. Click Save.

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How to attach a booking form to a space

  1. Open Bookings → Spaces and click the space.
  2. Open the Booking Forms tab.
  3. Choose the Category, then the Form.
  4. Click Save.

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Common questions about booking forms

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How do I ask people the number of guests when they book a hall?

Create a booking form with a Number question, then attach it to the hall in the hall’s Booking Forms tab.

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Where do I see the answers to a booking form?

Open the booking in Bookings → Booking Records and select its Form tab.

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Can a space have two booking forms?

No. A space’s Booking Forms tab holds one form.

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Why can’t I delete a booking form?

Booking forms and their categories have no delete action in Booking Forms Setup.