Pro 3.0 Documentation
Install, activate, build, publish and manage your booking forms. Pro 3.0 gives service businesses appointment dates, time slots, team assignment, price estimates and form automation.
What you need
Use a current WordPress website with administrator access. Keep your Pro 3.0 ZIP file and licence key ready.
Activate the licence on the website where you will display the forms. An inactive licence prevents forms from being shown.
Pro 3.0 includes
Multi-step forms, conditional logic, appointment dates, available time slots, staff selection, capacity control, price estimates, emails, reCAPTCHA, submissions and CSV export.
Best for: consultations, repairs, cleaning, beauty, training, classes, installations and any service that needs booked time.
Install and activate Pro 3.0
- Install the ZIP.
In WordPress, open Plugins, Add New Plugin, Upload Plugin. Choose the Pro 3.0 ZIP, then click Install Now and Activate Plugin. - Open the licence screen.
Go to PearstecFlow PRO 3.0, then Licence. - Activate your key.
Paste the licence key supplied with your purchase and complete activation for this website domain. - Confirm the admin menu appears.
After successful activation, you will see Dashboard, All Forms, Add New Form, Submissions, Appointment Settings and the other Pro settings.
Set your appointment availability
Do this before publishing a booking form. Go to PearstecFlow PRO 3.0, Appointment Settings.
| Setting | What it controls |
|---|---|
| Available days | Choose the days customers can book. |
| First and last appointment | Set your daily booking window, for example 9:00 am to 5:00 pm. |
| Time-slot interval | Select 15, 30, 45, 60, 90 or 120-minute intervals. |
| Bookings per slot | Set how many bookings your business can accept at the same time. |
| Blocked dates | Add unavailable dates in YYYY-MM-DD format, separated by commas. |
| Staff members | Add one team member per line. They appear in the Staff field. |
| Currency symbol | Choose the symbol shown beside price estimates. |
Create your form
Go to All Forms, Add New Form. Give the form a clear name, choose whether it uses tabs and progress percentage, add an admin email, then save it.
Open the form from All Forms to build its tabs, steps and fields.
- Create a tab.
Use tabs to separate services, customer types or packages. - Add steps.
Break a longer booking process into simple screens. - Add fields.
Use text, email, phone, choices, address, date and other fields for the information you need.
Add booking fields
Booking Date
Add this field to let customers choose only future dates that match your allowed days and blocked-date rules.
Booking Time
Add this field after Booking Date. Customers see only suitable slots. The system removes slots that conflict with an existing booking duration.
Staff
Add this field when customers should select from the staff list created in Appointment Settings.
Price
Add a Price field to display an estimated total. It can calculate from your form choices and quantities.
Booking duration
Set the duration for a booking-time field. Available options include 30, 60, 90, 120, 180, 240, 300 minutes and full day.
Capacity protection
Set your bookings-per-slot limit once in Appointment Settings. Do not set a limit above your actual capacity.
Set form rules and design
Conditional logic
Use field logic to show or hide a field based on a customer selection. This keeps the form short and relevant.
Example. Show “Number of rooms” only when the customer selects “Home service”.
Form controls
In the form editor, set the form width, card and text colours, button colours, per-form admin notification email and customer acknowledgement email.
You can also set a payment redirect URL for each package tab. Leave it blank if you want the success message to show after submission.
Publish the form on your website
Open the form editor and copy the shortcode shown in the Shortcodes box.
Full form:
Form not found or inactive.
Replace 123 with your form ID. Paste the shortcode into a WordPress Shortcode block, Elementor Shortcode widget or any page builder shortcode area.
Test the form in an incognito browser window. Submit one test booking before sharing the page with customers.
Configure emails and spam protection
Email Settings
Go to PearstecFlow PRO 3.0, Email Settings. Set the sender name, sender email, reply-to address, team notification email and customer confirmation message.
Available placeholders include {customer_name}, {customer_email}, {customer_phone}, {form_name} and {submission_details}.
Google reCAPTCHA
Go to Google reCAPTCHA. Enable protection and paste your v2 checkbox site key and secret key. Save, then test the customer-facing form.
Use keys created for the exact domain where the form is published.
Manage bookings and export data
View submissions
Go to Submissions to view every form entry.
Update status
Use statuses to organise new, active or closed bookings.
Assign staff
Assign a staff member to a submission when your team manages bookings internally.
Add private notes
Store internal notes against a submission for your team.
Filter records
Use the submission screen to find the entries you need.
Export CSV
Download your submission data as a CSV file for records or reporting.
Common questions
The form says the licence is not active.
Open PearstecFlow PRO 3.0, Licence. Check that the key is activated for the same website domain where you are displaying the form.
No time slots are available.
Check Appointment Settings. Confirm the date is an allowed day, it is not blocked, the working-hour window is correct and remaining capacity is available.
The customer did not receive an email.
First submit a test entry. Then confirm customer email is enabled on the form and in Email Settings. Use a properly configured WordPress mail service if your host does not reliably deliver email.
Can I send customers to a payment page?
Yes. In the form editor, add the payment redirect URL for the relevant package tab. After a successful submission, the customer is sent to that URL.
Can I use Pro 3.0 for services other than cleaning?
Yes. Pro 3.0 is a general appointment and service-booking builder. Use it for any business that needs dates, times, staff selection, estimates or structured enquiries.
Build a professional booking journey.
Get PearsFlow FlowBuilder Pro 3.0 and publish your first booking form.