Operator guide

Build the booking form

After a customer confirms your quote, the bot collects the details you need to book the job. You design those fields here.

How the form works

In the Booking form card you define an ordered list of fields. Once a customer says yes to a quote, the bot asks for all of them in a single prompt, and the customer replies in one message. reply-chain reads their answer and maps it back onto your fields.

Build the list with the drag-and-drop editor: add a field, set its label and type, mark it required or optional, and drag the handle on the left to reorder. The order you set is the order the customer sees.

Required fields

Two field types are mandatory before you can activate, because they're what a calendar booking needs:

At least one date field
At least one time field

A typical minimum form is three fields:

Label	Type	Required
Name	text	Yes
Date	date	Yes
Time	time	Yes

Optional fields

Add anything else your jobs need. Each field is one of four types — text, date, time, or yes_no. Common additions:

Notes (text) — free-form context
Phone (text)
Address (text)
Confirm packaging? (yes/no)

Input formats customers must use

Date and time answers are read strictly in the current release. Make your labels hint the format so customers get it right first time:

Date — YYYY-MM-DD. Label it e.g. “Date (e.g. 2026-06-15)”.
Time — 24-hour HH:MM with a leading zero, e.g. 14:00.

Hint the format in your labels

The bot is good at interpreting answers, but ambiguous dates and times are the most common reason a booking stalls. A format hint in the label prevents most of it.

Once you have a date field and a time field, you've met two of the three activation requirements.