Connect Custom Forms to Services
You can connect Custom Forms to specific services and choose when each form should be sent to pet parents. This helps your team automatically collect the right information based on the services a pet parent books.
Choose when a Custom Form should be sent
To configure when a form is sent:
Open the Custom Form you want to configure, or create a new one.
Add or edit your form questions, then select Next.
On the following screen, under When should this form be sent?, choose one of the following options:
First Booking — Sends the form only on the pet parent’s first applicable booking or visit for the selected service(s).
Every Booking — Sends the form on every applicable booking for the selected service(s).
Manually — The form is only sent when a staff member chooses to send it.
If you select First Booking or Every Booking, choose the services that should trigger the form.
Select Save.
Manage Custom Forms from a service
You can also manage which Custom Forms are connected to a service directly from the service settings.
Open the service you want to update.
Go to the Forms section.
Select Add Forms to choose one or more existing Custom Forms.
Remove any forms that should no longer apply to the service.
Select Save.
Changes are synced in both directions. If you connect or remove a form from a service, the change will also appear in the Custom Form settings, and vice versa.
What pet parents see after Online Booking
When a pet parent completes an Online Booking, Cuddles creates the booking first and then checks for any pending required forms.
If forms are pending, the Appointment booked screen will display Complete Required Forms. Selecting it opens the Custom Forms experience so the pet parent can complete their forms right away.
The required forms are also sent via email, so the pet parent can complete them later if needed.
Things to know
Existing Custom Forms will not begin sending automatically. They remain set to Manually until you choose a different sending rule.
Custom Forms are not completed within the Online Booking flow itself. The booking is created first, and any required forms are presented afterward.
A Custom Form can be connected to multiple services, including services across different service categories.
Forms can be connected to services that are not available for Online Booking.
Forms set to Manually are not automatically triggered when a booking is created.
Frequently asked questions
Can I use the same Custom Form for multiple services?
Yes. A Custom Form can be connected to multiple services, including services across different service categories.
Can I manage forms from either the Custom Form or the service?
Yes. Both areas manage the same connection. Changes made from the Custom Form will appear on the service, and changes made from the service will appear on the Custom Form.
Will my existing Custom Forms start sending automatically?
No. Existing Custom Forms remain set to Manually unless you change their sending rule.
Are required forms completed before a booking is created?
No. The booking is created first. If required forms are pending, the pet parent can complete them immediately after booking or through the email they receive.
What happens if a form is set to Manually?
The form will not be triggered automatically when a booking is created. A staff member will need to send the form manually.
Connecting Custom Forms to services can help reduce manual follow-up and make sure pet parents receive the forms that are relevant to the services they book.