How to Link a Custom Form to Your Calendar

Introduction to Custom Forms and Calendar Integration

In many businesses, gathering specific client information before scheduling an appointment is crucial. The CRM platform facilitates this by allowing users to create custom forms and link them directly to their calendars. For example, a roofing company might need clients to provide details about a roof replacement project before booking an appointment. This can be achieved by designing a custom form with tailored questions and then associating it with a chosen calendar within the CRM.

Step-by-Step Instructions for Creating and Linking a Custom Form

Accessing the Form Builder

1. Begin by navigating to the 'Sites' section within your CRM.

2. Click on 'Forms' and then select 'Builder' to enter the form creation area.
   

Creating a New Form

1. Select the option to 'Create New Form'.
   

2. Give your form a descriptive name, such as "Roof Replacement Information Form".
   

Adding Questions to the Form

1. Start by inserting basic questions using the standard fields available.
   

2. For more customized questions, use the 'Custom Fields' option. If you need a unique field that isn't available, create one by clicking on 'Add Custom Field'.
   

3. For instance, you might add a field titled "Describe Your Project" as a multi-line form field.
    

Finalizing the Form

1. Add a submission button, possibly labeled "Submit", and adjust its appearance as needed.

2. Save your form by clicking the 'Save Form' button.
   

Linking the Form to Your Calendar

1. Return to the calendar settings by selecting 'Calendar' under the 'Settings' menu.

2. Edit the calendar you want to link with your new form.
   

3. In the 'Forms & Payment' section, choose the form you created from the dropdown menu.

4. Complete the process by clicking 'Save'.
   

Testing the Connection

1. Open your calendar and attempt to schedule an appointment. You can do this by copying and pasting the calendar link into a new browser tab or booking an appointment through a funnel connected to your calendar.
   

2. The custom form should now appear during the scheduling process, enabling you to collect the necessary information from clients.

Troubleshooting Tips

• If the custom form doesn't display when scheduling an appointment, verify that all changes have been saved and the form is correctly linked to the calendar.

• Double-check the custom fields to ensure they are set up correctly to capture the information you require.

Frequently Asked Questions (FAQs)

• Can I link multiple forms to a single calendar?
  No, each calendar can only be associated with one form at a time. However, you can create multiple calendars and link different forms to each one.

• How do I edit a custom form after it's been created?
  Go to the 'Forms' section under 'Sites', locate the form you wish to modify, make the necessary changes, and remember to save them.

• Is it possible to add conditional logic to the forms?
  Yes, the CRM allows for conditional logic, enabling you to show or hide fields based on the user's responses.