Conditional Logic for Services and Rentals Forms Now Live

TL;DR

Conditional logic and post-booking actions are now available for Services and Rentals forms. No immediate action is required unless you use these forms and want to implement new logic.

Who this affects

This affects users who utilize the Services and Rentals feature within HighLevel. If your agency or your clients offer services or rentals that require booking forms, this update is relevant. Anyone not using Services and Rentals can disregard this update.

What changed

HighLevel has introduced two key enhancements to its Services and Rentals forms:

• Conditional logic is now supported for these forms. This means form fields can be shown or hidden based on previous selections made by the user.
• Post-booking actions are now supported. This enables automated actions to trigger after a Services or Rentals form has been submitted.

HighLevel has not confirmed any limits, plan gating, or specific rollout status for this feature. It is a major update for the Services and Rentals module.

Where to find it

You can find these new capabilities within the Services and Rentals section of the platform. The path is: Services and Rentals → Global Settings → Forms and Confirmation.

How agencies will use this

Agencies can use conditional logic and post-booking actions to create more dynamic and efficient booking processes for their clients. For instance, consider an agency managing bookings for a client offering equipment rentals. Previously, if a client wanted to rent a specific type of camera, the form would show all available accessories regardless of camera compatibility. Now, with conditional logic, the form can be configured to only display accessories compatible with the chosen camera model. After the form is submitted, a post-booking action could automatically send a confirmation email with rental terms, create a task for the client's internal team to prepare the equipment, and add the contact to a specific follow-up sequence in HighLevel. This streamlines the rental process, reduces manual errors, and improves the customer experience by only showing relevant options and automating subsequent steps.

Our take

This is a solid, practical update for agencies and SaaS clients who use the Services and Rentals module. Conditional logic has been a standard feature in other form builders for some time, and its addition here improves the flexibility and user experience of HighLevel's native booking forms. The inclusion of post-booking actions makes these forms more powerful for automation. This is not a platform-wide game changer, but it significantly enhances a specific part of the product that many users rely on for their booking needs.