Custom forms allow you to collect individually tailored information from your customers as part of the booking flow. anny lets you create one or multiple personalized forms, and assign them flexibly to your booking options. As a result, you can efficiently collect important customer details right when you need them.
What can you use custom forms for?
Possible use cases include:
Asking customers for special requirements or individual requests
Collecting additional administrative details (e.g. number of participants, expected arrival time)
Allowing customers to provide necessary information in advance (e.g. relevant files, certificates, or supporting documents)
Capturing pre-event information (e.g. dietary preferences, experience levels for workshops, technical requirements or needed equipment)
How to create custom forms step-by-step
Here's how to create your own forms and assign them to specific booking options:
Navigate to the Resources tab in your anny admin area, then select the resource for which you'd like to create a custom form.
Open the Booking Options for that resource and select the booking option to which the form should be added.
Go to the Forms tab, then scroll down to the Custom Forms section.
Click on + Add and select + New to create a new custom form.
Configuring your custom form
Enter an internal name for your form that helps you identify and manage it. You can optionally add a description with additional instructions for your customers.
Under Apply to, choose when customers have to fill out your form:
Booking: Customers complete the form for each individual booking.
Order: Customers fill out your form only once per entire order (useful if an order contains multiple bookings).
Customer: Customers fill out the form only one time for their customer profile (useful for collecting information that rarely changes).
Define the title of each field and the respective field type (e.g. text field, number, dropdown selection).
Use the provided checkbox to decide whether a field is mandatory and whether it gets shown during checkout.
Add additional fields to the same form by clicking + Add Field.
Finish by clicking Save.
Your form now automatically appears on the selected booking option.
Managing and rearranging existing forms
Existing custom forms that should no longer appear on a specific booking option can simply be dragged and dropped to the right side of the screen.
To activate them again or assign them to a different booking option, just drag them back to the left side.
You will see all previously created forms centrally in the Custom Forms area. Here you can easily edit or delete them.
Available field types and suggested use cases
Field type | Use case example |
Text | Perfect for short answers, e.g., names of accompanying persons or instructors. |
Number | Asking about participant numbers. |
Text (long) | Ideal for detailed requests, descriptions, or additional customer notes. |
Dropdown selection | Customers select exactly one option from predefined choices. Useful for experience levels ("Beginner, Intermediate, Advanced") or dietary needs ("vegetarian, vegan, gluten-free, no restrictions"). |
Multiple selection | Customers select multiple applicable answers simultaneously, such as for thematic interests ("Marketing Talk, Social Media Workshop, Networking event"). |
Checkbox | Useful for optional services that customers explicitly confirm ("I will need support on site", "I will bring my own equipment"). |
Date | Customers provide a specific date (e.g. birthdate, arrival date). |
Date and time | Convenient for exact appointments ("I will arrive on March 12 at 2:00 pm"). |
File Upload | Enables customers to upload relevant documents in advance:
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