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How to use a custom form on bookings and view the answers in the appointment

Edit the calendar under Settings › Calendars › Forms & Payments and pick a form built in Sites › Forms to ask customers extra questions. Then, in Calendars, open the appointment and click the Forms tab to read the answers without leaving the booking.

Updated on

Before you start

  • First build the form in Sites › Forms with the questions you want (reason for the visit, preferences, etc.). Include the name, email and phone fields.
  • Pick a form theme that matches your booking page colors.
  • The Forms tab only appears on appointments booked with a custom form; the default form (name, email, phone) doesn't show there because that data is already in the contact section.
Where to find it

Calendars › (open the appointment) › Forms

Step by step

Attach the form to the calendar

  1. Open Settings › Calendars, click the calendar's three dots and choose Edit.
  2. Open Forms & Payments.
  3. Under Form, swap the default form for your custom form.
  4. Save. From now on, anyone booking through the link answers your questions.

View the answers on the appointment

  1. Open Calendars and click the appointment (it also works from the contact record in Contacts or the conversation in Conversations).
  2. In the appointment window, click the Forms tab.
  3. Read the answers, laid out with the same structure as the form.

Tips

  • Use the answers to prepare for the meeting: reason, history, preferences, all visible before you start.
  • Answers are read-only here. To fix a detail, edit it on the contact record or in the form submissions under Sites › Forms.
  • The default form's Additional Information field shows in the appointment's notes area, not on the Forms tab.

Common problems

  • The Forms tab isn't there → The appointment was booked with the default form, or it was created before the custom form was attached to the calendar. Only appointments with a custom form show the tab.
  • The answers are incomplete → The customer skipped optional fields. Mark the essential fields as required on the form.
  • The form's colors don't match the page → The form background follows the widget background, but the fields follow the form's theme. Adjust the theme under Sites › Forms.

Frequently asked questions

Can I see the answers from the conversation with the customer?

Yes. Open the appointment from Conversations or Contacts; the Forms tab appears just the same.

Can I edit the answers on the appointment?

No. They're read-only on the appointment; edit them on the contact record or in the form submissions.

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