JetAppointment Booking Form for a Custom Post Type Single Page

To add a JetAppointment booking form to a custom post type, set your JetEngine CPT as the services post type. Then build a JetFormBuilder form whose Appointment Date field takes the service ID from a Hidden Field set to Current Post ID. Put that form in the CPT's Elementor single template, and every property, venue or showroom gets its own visit calendar. Appointment workflows then email the visitor a cancel link and send the admin a copy with confirm and cancel links.

• Step 1 – Make your custom post type bookable
• Step 2 – Build the single-item booking form
• Step 3 – Save documents and extra fields
• Step 4 – Add the form to the Elementor single template
• Step 5 – Turn on the cancel and confirm links
• Step 6 – Email the visitor and the admin
• Step 7 – Notify both sides when a visit is cancelled
• Step 8 – Show all bookings to the admin on the front end
• Troubleshooting

Step 1 – Make your custom post type bookable

1. Activate JetAppointment and finish the setup wizard before you build any booking form.
2. For the service post type, pick your listing CPT, such as Properties or Venues. You don't need a separate Services CPT.
3. If one person or team handles every visit, leave providers off. The form then needs no provider field.
4. Set your working days, working hours and slot duration, for example 30-minute viewings.
5. If the wizard offers to generate a Single Service form, accept it. You'll adapt it in Step 2.

You can change these choices later in Appointments > Settings. If one slot should hold several visitors, see our guide to JetAppointment capacity by number of people.

Step 2 – Build the single-item booking form

Go to JetFormBuilder > Add New, or open the generated Single Service form, and set up these fields in order:

1. Hidden Field named service_id, FIELD VALUE Current Post ID. On a single page it holds the ID of the item being viewed.
2. Appointment Date field named appointment_date. In Field Settings, set GET SERVICE ID FROM to Form Field and SELECT SERVICE FIELD to service_id. You could pick Current Post ID directly, but the hidden field can be reused, for example in a Send Email action. Turn on Auto-Select Single Slot so a day with one slot selects it automatically.
3. Optional: a Form Break Field (JetFormBuilder's multi-step break), so visitors pick a slot first and enter details second.
4. Text Field named user_name.
5. Text Field named user_email, FIELD TYPE Email, required. The form won't submit without an email field.
6. Text Field named phone, FIELD TYPE Tel.
7. Textarea named comments.
8. Media Field named documents, only if you really need files (see Step 3).
9. Action Button set to Submit, as the last field.

Then go to JetForm settings > Post Submit Actions > New Action, choose Insert appointment and map:

• SERVICE ID FIELD: service_id
• PROVIDER ID FIELD: empty when providers are off
• APPOINTMENT DATE FIELD: appointment_date
• USER E-MAIL FIELD: user_email
• USER NAME FIELD: user_name

With WooCommerce active, the action also shows price, order details and checkout field settings. Free visits don't need them.

Step 3 – Save documents and extra fields with the appointment

Phone, comments and documents aren't default appointment fields. On the Tools tab of the JetAppointment settings, use New DB Column to add a column for each, then click Save and update appointments table. Until you do, the columns don't exist and nothing is stored.

Reopen the Insert Appointment action and map each form field to its column. If you don't see a place to map them, check how your version handles custom columns. Every new column also has to be added to the notification emails.

Set up the Media Field like this:

• USER ACCESS: for bookings without login, choose Any user (incl. Guest). Guest uploads attract spam files, so keep the next two limits tight.
• ALLOW MIME TYPES: list only what you accept, for example PDF and JPEG. Empty means every type is allowed.
• MAXIMUM SIZE IN MB: lower it to what a scanned document needs.
• Insert attachment: turn it on, then set FIELD VALUE to Attachment URL. Attachment ID or the array option would put a number or an array into the email link and admin list instead of a working URL.

Privacy: ID scans and payslips are sensitive. With Insert attachment on, uploads become Media Library attachments, and anyone with the direct URL can open them. Check how your JetFormBuilder version stores and protects uploads. Ask only for the documents you need, limit types and size, delete the files after the visit, and state how long you keep them in your privacy policy. For more upload options, see our JetFormBuilder file upload guide.

Step 4 – Add the form to the Elementor single template

1. Open your CPT's single template in Elementor.
2. Drag in the JetForm widget and select your form.
3. Save, then book a slot on item A. In Appointments > Appointments, the booking should show item A as its service and Pending as its status.
4. Open item B and check that its own calendar loads.

To help visitors find items first, pair it with our real estate property search filter.

Step 5 – Turn on the cancel and confirm links

Go to Appointments > Settings > Advanced and switch on Generate Confirmation URLs. Without it, %cancel_url% and %confirm_url% have no token to work with. Fill in Confirmed Message and Cancelled Message, the text people see after clicking a link.

Each appointment gets a unique token that isn't tied to a user account, so guests can cancel from the email without logging in. Following the confirm link sets the status to Completed; following the cancel link sets it to Cancelled. See the official guide to confirming appointments via link.

Step 6 – Email the visitor and the admin

On the Workflows tab, click Add New Workflow (some versions say New Workflow Item). Set Event to Appointment Created and Start to Immediately. Click New Action, set Action to Send Email and fill in:

• Action name: Visitor confirmation
• Email to: Dynamic Tags > Appointment User Email
• Email Subject: for example "Your visit request"
• Sent from email / Sent from name: an address on your domain and your business name

For the item's address, look in the Dynamic Tags list for a tag that reads a meta field from the booked service post. If there isn't one, add a second hidden field filled with the item's address meta, save it to its own DB column, and check whether that column appears in the Dynamic Tags list.

Paste this into the Email Message field. Replace each [bracketed] placeholder using the Dynamic Tags button, and keep the %…% macros exactly as shown: