Conditional Logic Arrives for Service and Rental Forms

TL;DR

Custom forms for service and rental bookings now support conditional logic. Agencies can use this to make forms dynamic, showing or hiding fields based on input.

Who this affects

HighLevel has not confirmed who this affects. Users of the service and rental booking features are likely impacted. Agencies utilizing custom forms for client intake or information gathering during booking processes may find this relevant.

What changed

• Custom forms attached to service and rental bookings now support full conditional logic.
• Fields can be shown or hidden based on conditions.
• Post-booking actions like redirects, custom messages, or lead disqualification can be triggered.
• A new global toggle turns form control on.
• Smart fallback logic is used if a form has no applicable rules.
• Contextual banners at the listing level show how each form will behave.
• HighLevel has not confirmed any limits or plan gating.
• HighLevel has not confirmed the rollout status.

Where to find it

HighLevel has not published the exact location yet. Based on the feature description, this functionality will likely be found within the settings for custom forms or directly when attaching forms to service and rental booking listings within a sub-account.

How agencies will use this

An agency specializing in event planning for their clients might use this. When a client books a 'Photography Package' service, the agency can present a custom form asking about event details. With conditional logic, if the client selects 'Wedding' as the event type, specific fields for 'Wedding Date' and 'Venue Address' can appear. If they select 'Corporate Event', fields for 'Company Name' and 'Number of Attendees' can appear instead. After the form submission, the conditional logic could trigger a custom redirect to a 'Wedding Planning Resources' page on the client's website or disqualify the lead if certain criteria (e.g., event date too close) are met, based on rules set within the form builder.

Our take

This is a major update. Conditional logic on forms is a foundational feature. The addition for service and rental forms streamlines data collection and improves user experience. This update makes forms more dynamic and powerful for qualifying leads or gathering specific information during the booking process.