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Custom forms let you ask your customers for individually tailored information directly during booking. You create one or more forms with different field types and flexibly assign them to individual booking options, so you can collect customer data efficiently and precisely.

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How do custom forms work?

You create a form with any number of fields and define at which level the data is collected:
  • Booking: customers fill in the form for each individual booking.
  • Order: customers fill in the form once per overall order (e.g. with several bookings in one cart).
  • Customer: customers fill in the form once for their customer profile (e.g. for rarely changing master data).
Each form is assigned to a booking option. Several forms can be active on one booking option at the same time. Forms you do not currently need can be moved to the inactive area by drag and drop, and you can reactivate them or assign them to another booking option at any time. Once a form is added to a booking option, you define the collection time per form:
  • At booking completion: customers fill in the form directly at checkout (default behavior).
  • Later (at check-in) (BETA): customers fill in the form only at check-in on site, not already at booking. This is especially useful when details only become relevant or known shortly before the appointment.
You find more details on setting up and running the delayed form request at check-in in the article Check-in: Getting Started. After booking, customers can view and edit their submitted form data in the booking overview, provided you enable later editing in the respective service. This function is currently only available in the web version.
Use the “Customer” level for details that rarely change (e.g. company data, certificates). This way customers only need to enter this information once.

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When do I use this?

  • You ask for specific details per booking (e.g. number of participants, special requests, arrival time): create a form on the booking level with the fitting field types.
  • You need one-time details per order that apply to all included bookings (e.g. project name, insurance confirmation): use the order level so customers only enter the information once.
  • You collect rarely changing master data (e.g. trade license, certificate): use the customer level so the detail is stored permanently in the profile.
  • You want documents in advance (e.g. proof, photos, filled-in PDFs): use the file upload field type.
  • Not suitable for: plain contact data (name, email, phone), because anny already collects these automatically in the customer profile.

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Relationship with other features

  • Legal documents: legal documents are also configured in the Forms tab. They serve legal protection (e.g. terms confirmation), while custom forms collect content information.
  • Recurring bookings: for booking series, form data is stored exclusively on the master appointment and is only visible and editable there.

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Settings & options

For the file upload field type, you additionally define the maximum file size (default: 5 MB) as well as the minimum and maximum number of allowed files.

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Available field types

Supported file types for upload: JPEG, PNG, GIF, WebP, PDF, Word (.doc/.docx), Excel (.xls/.xlsx), OpenDocument (.odt/.ods/.odp), text (.txt), CSV, ZIP, MP3, MP4.

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Practical examples

A workshop provider wants to ask each booking for the participants’ skill level and dietary preferences, in order to sort groups and plan catering.
A rental provider wants to ask once per order for the project name and a damage insurance confirmation, regardless of how many devices are included in an order.

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FAQ

Yes. You find existing forms centrally in the Custom Forms area. From there you can assign them to different booking options by drag and drop.
For booking series, form data is stored exclusively on the master appointment. In the individual series appointments, the fields are not editable, to ensure the consistency of the series.
Yes, if you enable later editing in the respective service. Customers then see their details in the booking overview and can edit them there. This function is currently only available in the web version.
There is no fixed upper limit. You add any number of fields within a form via + Add field.
JPEG, PNG, GIF, WebP, PDF, Word, Excel, OpenDocument, text, CSV, ZIP, MP3 and MP4. The default file size is 5 MB.

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Troubleshooting

The form may be in the inactive area. Open the booking option, switch to the Forms tab and check whether the form is on the left (active) or right (inactive). Drag and drop it to the left to activate it.
Check whether later editing is enabled in the respective service. Also make sure the person uses the web version, since the function is not yet available in the mobile app.
This is expected behavior. Form data is only collected and stored on the master appointment for series. The individual series appointments do not show the fields separately.