Custom Field Grouping

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Custom Field Groups — Split Long Booking Forms into Quick Steps

1. How it works

Default (no groups) After grouping
All custom fields for the service are shown together on one step/page of the Customer Portal or branded app. Each group becomes its own step. Customers complete the questions in that group, tap Next, then see the next group (or the final review page).

When to group
• Only create groups if your service has a long list of fields—splitting them into 2‑3 themed steps keeps each page short and reduces abandonment.
• Internal views for admins and fieldworkers are not affected; they always see all fields on a single screen.

2. Create a Custom Field Group

  1. Go to Settings ▸ Service Settings ▸ Custom Fields.
  2. Tick the fields you want to bundle.
  3. Click Manage Groups ➜ Create a new Group.

  4. Complete the form:
    • Group label – Page title customers see (e.g. Floor Details).
    • Helper text – Short guidance line (optional).
    • Custom Field – The fields to include.
  5. Click Save. A new step is now inserted in the online booking flow.

3. Edit an existing group

  1. Go to Settings ▸ Service Settings ▸ Services.
  2. Open the Custom Field Groups tab.
  3. Click Edit beside the group.
  4. Adjust the label, helper text, or add/remove fields.
  5. Click Update to save.

4. Best practice tips

  • Keep steps thematic – e.g. Contact Details, Site Measurements, Access Instructions.
  • Limit to 3 pages max – Too many steps can feel tedious.
  • Preview on mobile – Ensure each page fits comfortably without scrolling detours.
  • Monitor form analytics – If abandonment increases, merge or shorten groups.

Grouping turns a long single‑page form into a quick, guided sequence—giving customers a smoother experience while keeping your admin and fieldworker screens unchanged.

How it looks to each user

View What they see
Customer Portal / App Each group is a separate step. Customers answer grouped questions, tap Next, then continue.
Admin dashboard All custom fields remain on a single screen for fast data entry—grouping doesn’t change the back‑office view.
Fieldworker app Same as admin: one screen with every field, so technicians can review details at a glance.

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