Creating Custom Forms in Limo Anywhere

While Limo Anywhere includes a variety of built-in confirmations, invoices, receipts, and other templates, there may be times when your operation requires something more customized. Whether you're creating a branded reservation confirmation, a chauffeur trip sheet, an affiliate-facing document, or a rental agreement, Custom Forms provide the flexibility to create documents that align with your company's branding and specific business requirements.

Custom Forms can be as simple or as complex as your operation requires. Depending on your experience with HTML and document design, forms can be created using either the HTML Editor or the WYSIWYG (What You See Is What You Get) Rich Text Editor.

Understanding Custom Form Types

When creating a Custom Form, you'll generally work with one of two categories.

Trip Email & Print

Trip Email & Print forms are generated directly from the reservation and are commonly used for:

• Reservation Confirmations
• Chauffeur Trip Sheets
• Affiliate Trip Sheets
• Payment Receipts
• Rental Agreements

Invoice Email & Print

Invoice Email & Print forms are generated from Receivables and are commonly used for:

• Invoices
• Statements
• Billing Documents

Selecting the appropriate form type ensures the necessary information is available when the form is generated.

Creating a Custom Form

1. Click the “My Office” button in the Navigation Bar.
2. Select the “Custom Forms” tab.
3. Choose either “Trip Email & Print” or “Invoice Email & Print” from the left-hand menu depending on the type of document you would like to create.

4. Click the “New” button.
5. Enter a name for the form.

   • Choose a name that clearly identifies the purpose of the document.

6. Select the appropriate Form Class from the drop-down menu.

   • Forms can be configured for Customers, Drivers, or Affiliates.

7. If creating a Customer form, specify which contact types should receive the document.

   • Customer forms can be sent to the Billing Contact, Passenger, Booking Contact, or a combination of all three.

8. Enter the subject line that should be displayed when the form is emailed.
9. Click the “Save” button to create the form and begin editing the document layout.

NOTE: It is important to include a subject line when creating email forms. Messages without a subject line are more likely to be filtered or flagged by certain email providers.

Using Dynamic Information in Custom Forms

One of the most powerful features of Custom Forms is the ability to automatically populate information from a reservation.

For example:

#TRIP_CONFNUM#

will automatically display the reservation's confirmation number when the form is generated.

Rather than manually updating information for each reservation, Dynamic Tags allow a single form template to be reused across multiple reservations while still displaying reservation-specific information.

To view available tags while editing a form, select either the “Trip Tags” () or “Rate Tags” () icon from the editor toolbar.

If you'd like to learn more about Dynamic Tags and how they can be utilized throughout Limo Anywhere, be sure to check out our article on Using Dynamic Tags Throughout Limo Anywhere.

NOTE: Available Rate Tags may vary based on the rates and rate labels configured within your own Limo Anywhere environment.

Building More Readable Forms with Tables

One of the easiest ways to improve the appearance and readability of a Custom Form is by utilizing tables.

Tables help organize information into clearly defined sections and make it easier for customers, chauffeurs, and affiliates to quickly find the information they're looking for.

For example, separate sections can be created for:

• Reservation Information
• Passenger Information
• Routing Details
• Pricing Information
• Terms and Conditions

Rather than displaying all information in a single block of text, tables help create a cleaner and more professional-looking document.

To insert a table:

1. Click the “Insert Table” icon from the editor toolbar.

2. Select the desired number of rows and columns.

   • A simple one-column table can be used to create section headers, while multi-column tables can help organize reservation information side-by-side.

3. Populate the table using text, Dynamic Tags, and additional formatting as needed.
4. Continue adding tables for each section of the form.

   • Many operators create separate sections for Reservation Information, Passenger Information, Routing Details, Pricing Information, and Terms & Conditions.

By utilizing multiple tables throughout a document, information remains organized and easier for recipients to understand.

Creating Custom Routing Blocks

Custom Routing Blocks provide a way to standardize how routing information is displayed across multiple forms.

Instead of recreating pickup and drop-off formatting each time a new form is created, Routing Blocks can be reused throughout multiple templates. This helps ensure consistency while also reducing the amount of maintenance required when updating forms in the future.

To access Routing Blocks:

1. Click the "My Office" button in the Navigation Bar.
2. Select the "Custom Forms" tab.
3. Open the Custom Form you would like to modify.
4. Click the "Edit" button.
5. Select the "Trip Routing Block" tab.

   • Routing Blocks allow you to customize how pickup, stop, and drop-off information is displayed within a Custom Form.

Routing Block templates are available for:

• Address Locations
• Airport Locations
• Seaport Locations
• FBO (Private Aviation) Locations
• Points of Interest (POIs)

Once configured, Routing Blocks can be copied and reused across multiple forms, helping create a more consistent experience for both customers and chauffeurs.

Common Uses for Custom Forms

Depending on your operation, Custom Forms can be utilized for much more than reservation confirmations.

Examples:

• Chauffeur Trip Sheets
• Affiliate Trip Sheets
• Invoices
• Payment Receipts
• Rental Agreements
• Credit Card Authorization Forms
• Wedding Planning Forms
• Event Information Forms
• Internal Operational Documents

Best Practices

When building Custom Forms:

• Utilize Dynamic Tags whenever possible to reduce manual data entry
• Use tables to improve readability and organization
• Test forms before making them available to customers or chauffeurs
• Maintain consistent branding across forms
• Review forms periodically to ensure information remains current
• Keep forms focused on the information the recipient needs

Custom Forms provide a flexible way to create professional, consistent documents throughout your operation. Whether you're building confirmations, invoices, trip sheets, or rental agreements, Custom Forms can help streamline communication while creating a more polished experience for your staff, affiliates, and passengers.

We'd love to hear how your operation is utilizing Custom Forms. Share your ideas, examples, and best practices in the Limo Anywhere Peer Support Facebook Group.

If you have questions about creating or modifying Custom Forms, our Support Team is happy to help. Contact Support at 972-701-8887, Option 2, or email Support@LimoAnywhere.com.