Form Builder

⭐ Flagship Feature
Your entire booking page β€” configured in one place
The Form Builder is a multi-tab control centre for your public booking page. Set your business profile, manage services & providers, design a custom intake form, pick a visual theme, configure the success screen, and grab your embed code β€” all without leaving a single panel.
πŸ—‚ 8 tabs
General Β· Services Β· Providers Β· Form Fields Β· Themes Β· Success Β· Sharing Β· Preview
🎨 Live theme editor
Layout, brand colour, typography, button style, and dark mode β€” all with instant preview
🧩 Drag-and-drop fields
10 field types including signature capture, file upload, and dropdown β€” fully configurable
πŸ”— 3 embed options
JS widget, inline iframe, and popup modal β€” works in any website builder
πŸ“± QR code built-in
Download a high-res PNG for print β€” menus, receipts, in-store signage
πŸ”” Webhook support
POST full booking data to any URL on confirm β€” Zapier, CRM, or custom integration

Overview

Business Panel β†’ Form Builder

The Form Builder is where you configure and customise every aspect of your public booking page β€” your business profile, the services and providers shown, the fields customers fill in, the visual theme, the post-booking message, and how you share or embed the page. Everything is editable in real time and reflected on your live booking URL.

Form Builder β€” Preview tab showing the live booking page as customers see it

The page header shows your form name, a Live badge (green = publicly accessible), and a Preview button that opens your booking page in a new tab.


General

The General tab controls your business identity, availability, booking rules, and notification preferences.

Form Builder β€” General tab showing business profile, timing, availability, and booking behaviour settings

Business Profile

Field Description
Company Logo PNG/JPG/SVG up to 2 MB β€” shown in the booking page header and confirmation emails
Business Name Displayed prominently on your public booking page
Booking URL Your unique slug β€” the public booking page lives at /{slug}
Email Contact email shown on the booking page
Phone Contact number shown in the page header
Address Optional β€” displayed on the booking page footer
Website Optional link shown on the booking page
Tagline Short line displayed under your business name (e.g. "Transform your look.")

Timing

Field Description
Default Booking Duration The default slot length when no service-specific duration is set
Buffer Between Bookings Gap automatically added between consecutive slots (e.g. 15 min for cleaning time)

Regional

Field Description
Timezone All slot times on the booking page are displayed in this timezone
Currency Price display currency β€” shown on service cards and payment steps

Availability

Set which days you accept bookings and your operating hours for each day. Toggle each day on or off. Days toggled off show "Unavailable" and generate no slots for that day.

{warning.fa-exclamation-triangle} Provider-level working hours take precedence over these defaults. If a provider has their own schedule configured (via Business Panel β†’ Providers), their schedule is used instead.

Holidays & Blocked Dates

Block specific dates so no bookings are accepted. Click + Add date to add a one-off closure (e.g. bank holidays, team days off). Blocked dates apply platform-wide β€” across all providers for that business.

Limits

Field Description
Max Bookings Per Day Cap on total daily bookings across all providers. Set to 0 for no limit
Minimum Advance Notice How far ahead customers must book. E.g. "2 hours" prevents same-hour bookings

Booking Behaviour

Toggle Effect
Allow multiple services Customer can select more than one service per booking
Allow client cancellation Clients can cancel from My Bookings or via the cancellation link in their email
Show cancellation policy Displays your cancellation policy text on the booking page

Notifications

Toggle Effect
Email confirmation to customer Send a confirmation email immediately after booking
Notify me on every new booking Send an email to the business owner on each new booking

Outbound Webhook

Enter a Webhook URL to receive a POST request with full booking data every time a booking is confirmed. Requests are signed with an X-Slotara-Signature header (HMAC-SHA256) so you can verify they came from Slotara. Useful for syncing with CRMs, Zapier, or custom integrations.


Services

Step 1 of the booking flow

The Services tab shows all services available on this booking form. Each service card shows its name, duration, price, and Live/Draft status.

Form Builder β€” Services tab listing 5 active services with duration, price and Live status
Action How
Add a service Click + New service
Hide a service temporarily Toggle its status to Draft β€” it disappears from the booking page without being deleted
Remove a service Click the delete icon on the right
Reorder services Drag the rows β€” the order here matches the order customers see in step 1

{primary.fa-info-circle} Services appear on step 1 of the customer booking flow. A service must have at least one active provider assigned to appear on the booking page.


Providers

Step 2 of the booking flow

The Providers tab shows all team members who appear as bookable providers on the booking page.

Form Builder β€” Providers tab showing 3 team members with their services and active status

Each provider card shows their name, role, years of experience, and the services they offer. Click a provider card to edit their profile inline on the right side.

Action How
Add a provider Click + Add provider
Edit a provider Click their card β€” the edit panel slides open on the right
Deactivate a provider Toggle their Active status off β€” they are hidden from the booking page immediately
Add a team member Click + Add a team member at the bottom

{primary.fa-info-circle} Providers appear on step 2 of the booking flow. If only one provider offers a service, step 2 is skipped and the provider is auto-selected.


Form Builder

Step 4 of the booking flow

The Form Builder tab is the drag-and-drop editor for the Your Details step β€” the fields customers fill in before confirming their booking.

Form Builder β€” Form Builder tab with field palette on the left, form structure in the centre, and field properties on the right

The editor has three columns:

Column Purpose
Add Field (left) Field type palette β€” drag or click to add
Form Structure (centre) Your current form β€” drag to reorder, click to select
Field Properties (right) Edit the selected field's label, placeholder, and validation

Available Field Types

Type Use case
Short text Single-line text input β€” names, reference numbers
Email Email address with format validation
Phone Phone number with international format
Dropdown Single selection from a list of options
Date picker Customer picks a date
Time slot Customer picks a time
File upload Customer attaches a document or image (PDF, JPG, PNG)
Checkbox Boolean tick box β€” e.g. "I agree to the terms"
Radio group Single selection from visible button options
Signature Touch/mouse drawn signature captured as an image

Default fields

Every new form starts with four pre-built fields that match the booking record:

  • Full name β€” Short text, required
  • Email β€” Email, required (locked to account email for logged-in clients)
  • Phone β€” Phone, optional
  • Notes β€” Short text, optional

You can edit labels and placeholders on these fields but cannot delete Full name or Email (they are required to confirm the booking).

Editing a field

Click any field in the Form Structure column to open its properties on the right:

  • Label β€” The text shown above the field
  • Placeholder β€” The grey hint text inside the input
  • Required β€” Toggle to make the field mandatory
  • Options (Dropdown / Radio group) β€” Add, remove, and reorder the selectable choices

Publishing

Changes to the form structure are not live until you click Publish changes. The Discard button reverts all unsaved changes. The field count at the top of the Form Structure column updates as you add or remove fields.

{warning.fa-exclamation-triangle} Form responses are stored per booking. You can view a customer's answers by opening any booking in Business Panel β†’ Bookings β†’ View.


Themes

The Themes tab controls the visual appearance of your public booking page.

Form Builder β€” Themes tab showing layout options, brand colour picker, typography and button style with a live preview panel on the right

Layout Theme

Theme Description
Classic Single-column, white background with your brand colour as an accent. Clean and minimal β€” works for any business type
Lumina Two-column layout with a branded gradient sidebar showing your logo and details. More visual impact for premium brands

Brand Colour

Pick from 10 preset swatches or use the custom colour picker (top-right of the page). The chosen colour is applied to buttons, active step indicators, links, and accents throughout the booking flow.

Typography

Choose the font used for all headings and body text on the booking page:

Font Character
Inter Modern, clean β€” recommended for most businesses
Helvetica Neue Classic and professional
SΓΆhne Contemporary editorial feel
Geist Technical, minimal
Source Sans 3 Friendly, open

Button Style

Style Shape
Rounded Softly rounded corners β€” approachable
Pill Fully rounded ends β€” modern and friendly
Sharp Square corners β€” formal and corporate

Date Picker Layout

Layout Description
Monthly Full calendar grid β€” customers see the whole month at once
Weekly Compact 7-day horizontal strip β€” faster to navigate for near-term bookings

Display Mode

Setting Effect
Match customer's system theme Auto-switches between light and dark based on the customer's OS setting
Force dark mode Always show the booking page in dark mode regardless of OS setting

Success Page

The Success page tab controls the confirmation screen customers see immediately after their booking is confirmed.

Form Builder β€” Success page tab showing heading and message fields with a live preview on the right
Field Description
Heading The large text displayed at the top β€” e.g. "You're booked!"
Message Supporting text β€” e.g. "We just sent a confirmation to your email. See you soon!"

A live Preview panel on the right shows exactly how the success screen will look. Click Save to apply.


Sharing & Embed

The Sharing tab gives you everything you need to get your booking page in front of customers β€” whether that's a direct link, an embed on your website, or a printable QR code.

Form Builder β€” Sharing tab showing public link, embed snippets (JS, iframe, popup), and QR code with download button

Public Link

Your booking page URL: https://yourdomain.com/{slug}

Click Copy link to copy it to the clipboard. Click Open to visit it directly.

Embed Snippets

Three embed options let you add the booking flow to any existing website:

Option Best for
JS snippet (recommended) Any website β€” auto-resizes, listens for booking events, passes UTM parameters. Paste the <script> and <div> tags where you want the form to appear
Inline iframe Sites where JavaScript is restricted. Drop the <iframe> tag anywhere β€” no JS required
Popup modal trigger Add a "Book now" button to any page. The booking form opens in a centred overlay when clicked

All three options work in WordPress, Wix, Squarespace, Webflow, Shopify, Framer, and plain HTML.

QR Code

A unique QR code is generated for your booking page. Click Download PNG to save a high-resolution version β€” print it on business cards, menus, receipts, or in-store signage so walk-in customers can book instantly.


Preview

The Preview tab shows a live, interactive version of your booking page exactly as customers see it β€” inline within the Business Panel.

Form Builder β€” Preview tab showing the full booking wizard embedded inline with service selection on step 1

Click Open in new tab to open the full page in a separate browser window. This is the same URL your customers visit β€” you can walk through the complete booking flow from start to finish to verify your setup before sharing it.