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Custom Calendar Form
How to add a custom form to the calendar booking link
Updated: September 09, 2024
Calendar forms are versatile for scheduling meetings through your integrated calendar link. They offer customization options tailored to specific needs, ensuring efficient time management.
Step One: Customize and Confirm Calendar Form
- Go to Sites on your menu pane
- Hover over to Forms and hit Builder
- In the list find Calendar Form and click on the three vertical dots to the right to Edit.
- Add, edit, remove questions based on what information you are trying to gather before meeting with the contact.
- Make sure to leave the disclaimer at the bottom of the form to remain A2P compliant
- Once you are happy with the final view Save in the top right hand corner.
- Your Calendar Form is now ready to be added to your Calendar Link.
Step Two: Add the Calendar Form to the Calendar Link
- After you setup the form, go to Settings in your menu panel
- Click Calendars
- Click the 3 dots at the right hand side of your Calendar and hit Edit
- Choose the Form and Payments tab
- From the Select Form dropdown find the Calendar Form
- Go to Customization and hit Preview Widget to check the form on your Calendar
- Hit Save button at the upper right hand to save all your changes