How to Connect a Custom Form to Your Calendar

Calendar, Calendar Settings No Comments

Introduction to Custom Forms and Calendars

The CRM offers a feature that allows users to create custom forms and connect them to their calendars. This functionality is particularly useful for businesses that require additional information from their clients when scheduling appointments. For instance, a roofing company might want to ask specific questions related to a roof replacement project before confirming an appointment. The process involves creating a custom form with the desired questions and then linking this form to a specific calendar within the CRM.

Step-by-Step Guide to Creating and Connecting a Custom Form

Accessing the Form Builder:

  • Navigate to the ‘Sites’ section within the CRM.
  • Select ‘Forms’ followed by ‘Builder’ to access the form-building area.
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Creating a New Form:

  • Click on ‘Create New Form’.
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  • Name your form appropriately, e.g., “Roof Replacement Calendar Form”.
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Adding Questions to the Form:

  • Start with basic questions by using the standard fields provided.
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  • To add customized questions, utilize the ‘Custom Fields’ option.If an appropriate custom field doesn’t exist, click on ‘Add Custom Field’ and create one according to your needs.
  • If an appropriate custom field doesn’t exist, click on ‘Add Custom Field’ and create one according to your needs.
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  • For example, add a multi-line form field titled “Describe Your Need”.
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Finalizing the Form:

  • Add a submission button, possibly labeled “Submit”, and adjust its width as desired.
  • Save the form by clicking ‘Save Form’.
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Connecting the Form to Your Calendar:

  • Go back to the calendar settings by selecting ‘Calendar’ under the ‘Settings’ menu.
  • Edit the calendar you wish to connect the form to.
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  • In the ‘Forms & Payment’ section, select the form you just created from the dropdown menu.
  • Complete the process by clicking ‘Save’.
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Testing the Connection:

  • Open your calendar and select a date to schedule an appointment. To do this, copy and paste the calendar link into a new tab, or book an appointment from a funnel attached to your calendar 
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  • The custom form you created should now appear, allowing you to gather additional information from your clients.

Troubleshooting Tips

  • If the custom form does not appear when scheduling an appointment, ensure that you have saved all changes and correctly linked the form to the calendar.
  • Double-check the custom fields to ensure they are appropriately configured to capture the information you need.

Frequently Asked Questions (FAQs)

Can I connect multiple forms to a single calendar?

  • No, each calendar can only be connected to one form at a time. However, you can create multiple calendars and link different forms to each.

How can I edit a custom form after it has been created?

  • Navigate to the ‘Forms’ section under ‘Sites’, find the form you wish to edit, and make the necessary changes. Remember to save your changes.

Is it possible to add conditional logic to the forms?

  • Yes, the CRM supports conditional logic in forms, allowing you to show or hide fields based on the user’s responses.