how-to-create-an-equipment-checkout-form-in-wordpress

How to Create an Equipment Checkout Form in WordPress

Want to use an online equipment checkout form to keep track of things?

It’s way easier to stay organized when renting out equipment if you track it on your website. In this tutorial, we’ll show you exactly how to create an equipment checkout form in WordPress.

Click Here to Start Making Your Equipment Checkout Form Now

Why Create an Online Equipment Checkout Form?

Regardless of what kind of equipment you have to be checked out, using an equipment checkout form is a great idea.

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It’s one of the best ways to make it easier for you to get more info from your users quicker.  An online form lets you store the info in an organized database versus reading handwriting on a printed out equipment sign-out sheet template or PDF.

A few other reasons to consider using an equipment checkout form in WordPress are to:

  • Look for patterns in usage for added security
  • Keep track of inventory better and prevent costly losses
  • Collect user info and usage details into a database for reference
  • Keep track of who is checking out what
  • Protect other entries from being tampered with or altered like with physical sign-out sheets

And these forms aren’t just for the workplace. Some examples of common use cases for an online equipment checkout form include:

  • Generic equipment checkout form
  • Technology equipment checkout form
  • Sports equipment checkout form
  • Construction equipment checkout form
  • Equipment sign-out sheet template
  • Employee equipment checkout form
  • And many more…

You can get set up in minutes with our equipment checkout form template. Then, you can customize it with a drag and drop visual builder to make the form exactly the way you want it.

Let’s take a look at how it’s done next.

How to Create an Equipment Checkout Form in WordPress

Follow these steps to set up your very own online equipment checkout form:

Step 1: Generate Your Equipment Checkout Form

First, install and activate the WPForms plugin.

WPForms will let you add a form anywhere on your site. For more details on how to install it, see this step-by-step guide on how to install a plugin in WordPress.

From your WordPress dashboard, go to WPForms » Add New to create a new form and name it. Next, scroll down to the Additional Templates section and type “Equipment Checkout Form”, then click on it to open the template.

equipment-checkout-form-template-add-new

Make sure you’ve already activated the Form Templates Pack Addon to search for this form.

Once you open the form template, a pre-built Equipment Checkout Form will populate along with the drag and drop builder. Here, you can add additional fields to your form by dragging them from the left panel onto your form.

add fields to form

With the Equipment Checkout Form template, you’ll already have these following fields:

  • Employee Name
  • Employee ID
  • Email
  • Phone
  • Equipment Checked Out
  • Agreement

Click on any of those fields to make changes. To rearrange your form, click on a form field and drag it up and down.

You can also make forms look great by following the steps in our post on how to create a multi-step form in WordPress. But for the sake of this tutorial, we’ll stick with a single page.

Step 2: Customize Your Form Settings

To start, go to Settings » General.

General Settings configurations for equipment checkout form

Here you can configure the following:

  • Form Name — Rename your form here if you want to.
  • Form Description — Give your form a description.
  • Submit Button Text — Customize the copy on the submit button.
  • Spam Prevention — Enable the anti-spam honeypot feature to prevent spambot submissions. This feature is automatically enabled on all WordPress forms for extra security. If you decide to use another form of spam prevention, unclick this option.
  • GDPR Enhancements — You can disable the storing of entry information and user details, such as IP addresses and user agents, in an effort to comply with GDPR requirements. In addition, check out our step-by-step instructions on how to add a GDPR agreement field to your simple contact form.

And when you’re done, click Save.

Step 3: Configure Your Form’s Notifications

Notifications are an excellent way to know when someone submits one of your forms.

And, unless you disable the notification feature, you’ll get an email notification whenever someone submits a form on your site.

equipment checkout form notifications

To get an email message when someone completes your form, you’ll need to set up form notifications in WordPress and provide your email address.

Also, if you use smart tags, you can send a personalized notification to your site visitors once they finish your form to let them know you received it. This assures users their form has gone through properly.

how to use smart tags in notifications

For more on this, check out our tutorial on how to send multiple form notifications in WordPress.

Also, you have the option to easily brand your notification emails by adding your logo (or any image you choose) in the custom header image area. The logo/image you choose will show up at the top of email notifications like the WPForms logo below.

Custom Email Header

Step 4: Configure Your Form’s Confirmations

Form confirmations are ways to take action immediately (and automatically) after your user has submitted information to your form. For extra help with this step, check out our tutorial on how to setup form confirmations.

There are 3 different kinds of confirmations in WPForms:

  1. Message — This is the default confirmation type that appears after someone hits submit on your form, and it’s customizable. Check out our tips on ways to customize your confirmation message to boost your site visitors’ happiness.
  2. Display Page — Automatically send users to any page on your site (like a thank you page)
  3. Redirect — Useful if you want to take the user to a different website or specialized URL for more complex development.

So let’s see how to set up a simple form confirmation in WPForms. That way, you can customize the success message site visitors will see when they hit submit on your equipment checkout form.

To start, click on the Confirmation tab in the Form Editor under Settings.

Next, select the type of confirmation type you’d like to create. For this example, we’ll select Message.

Form Confirmation Type settings

Then, customize the confirmation message to your liking and click Save when you’re done.

Now you’re ready to add your form to your website.

Step 5: Add Your Equipment Checkout Form to Your Website

After you’ve created your form, you need to add it to your WordPress website.

And WPForms lets you add your forms to multiple places on your website including your pages, blog posts, and sidebar widgets.

So let’s take a look at the most common placement option: page/post embedding.

To begin, create a new page or post in WordPress, or go to the update settings on an existing one. After that, click inside the first block (the blank area below your page title) and click on the Add WPForms icon.

widget on page

Now, the WPForms widget will appear inside of your block. Click on the WPForms dropdown and pick the form you’ve already created that you want to insert into your page. Select your Equipment Checkout Form.

add form to page

Next, click on the blue button in the top right that says either Publish or Update, so your form will appear on your website.

publish page button

That’s it. Your form is now on your website.

Click Here to Start Making Your Equipment Checkout Form Now

In Conclusion

So there it is! You now know how to create an equipment checkout form in WordPress.

Since you’re so great at building forms now, you may want to check out our tutorial with steps to create a user registration form in WordPress.

So, what are you waiting for? Get started with the most powerful WordPress forms plugin today. WPForms Pro includes a free equipment checkout form template and offers a 14-day money-back guarantee.

And if you like this article, then please follow us on Facebook and Twitter for more free WordPress tutorials from our blog.

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Comments

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