HighLevel now lets teams attach a form when they create a service or rental booking in the appointment modal. Users click Attach form in the new Booking form section and complete the form on the customer's behalf.
The configured form is preselected, and users can switch to any available form from the dropdown. The form is optional, so bookings can still be created without one. First name, last name, email and phone prefill from the selected contact.
CAPTCHA, product selling and payment elements do not appear when a form is filled from the appointment modal. Staff can open appointment details at any time to view the submitted form.
Limit: forms can only be attached while the booking is being created. They cannot be added or edited later.