Custom Calendar Forms

Introduction

In Gymini, you have the option to collect more than just the basic information (first name, last name, email, and phone number) during the booking process. This guide will walk you through the steps to set up a form that collects additional information from leads when they book an appointment.

Step-by-Step Guide

Step 1: Create Custom Fields

1. Navigate to Custom Fields: Start by going to the "Custom Fields" section in Gymini.

2. Add Questions: Create fields for the additional questions you want to ask your leads. These could be fields for collecting information such as the topic for the call, ticket number, etc.

Step 2: Build a Form

1. Go to Form Builder: Next, head to the "Form Builder" section.

2. Create a New Form: Create a new form or edit an existing one.

3. Add Standard Fields: Drag the standard fields such as full name, first name, last name, and phone number into the form.

4. Add Custom Fields: Incorporate the custom fields you created earlier into the form. These fields will collect the additional information you wish to gather from your leads.

Step 3: Link the Form to Your Calendar

1. Access Calendar Settings: Go to the settings of the calendar where you want to implement the form.

2. Select Your Form: Find the option to select a form and choose the form you created. Make sure to save your settings.

Step 4: Test the Setup

1. Visit Your Calendar Page: Go to the calendar page where leads will be booking appointments.

2. Verify the Form: Ensure that the form now displays all the fields you added, including the custom fields for collecting additional information.

Conclusion

You have successfully set up a form to collect additional information during the booking process in Gymini. Now, when leads book an appointment, they will be prompted to fill out the extra fields, providing you with more detailed information about them before the scheduled appointment.

Remember to tailor the questions to your needs, asking for information that will help you prepare for the appointment and offer a more personalized service.