Add a Calendar Booking Event to a Form

Prev Next

Once you have your provider and scheduling page set up, you can add an event to a form to ensure that the person filling out the form will be able to choose an appropriate date and time upon submission of the form.

Instructions

  1. Sign in to your site

  2. Navigate to Forms and select the form you wish to add the schedule toSelect form.

  3. Navigate to the Workflow tab Workflow tab on the Forms page.

  4. Select the Calendar Booking Events option and click Add Calendar Booking EventAdd calendar booking event buton.

  5. Fill out fields for the event Calendar event fields.

    • Provider: Select the applicable provider from the drop-down

    • Scheduling Page: Choose the relevant scheduling page

    • Event Details: An optional additional description to include in the body of the email sent to users

    • Booking Field Mapping: Name and Email will need to be entered to make the booking. If you are already capturing them in the form make sure to map those elements here.

    • Run Conditionally: Scheduling submission events can be run conditionally, configure the conditional logic to ensure bookings only occur when needed

  6. You can then add an Email Submission Event and toggle on the Include calendar booking details in PDF optionInclude calendar booking details toggle.

  7. Click SaveSave button on the workflow tab.

Related Articles