Adding custom intake forms on calendar bookings

There may be times when the default form fields on calendar appointments are not sufficient and you need to collect more information. This is something we do for discovery calls so that we can get a better idea of why the person wants to chat with us before the call.

How to Add a Custom Form to Your Calendar Bookings: A Step-by-Step Guide

Steps:

1. Access Calendar Settings:

   • Go to "Calendars" in the Funnel Breezy dashboard.

   • Select the calendar you want to edit.

   • Click on "Settings."

2. Choose the Default Form (optional):

   • This section shows the default form that captures basic information like name, email, and phone number.

   • You can leave it as is or skip to step 4.

3. View the Default Booking Experience (optional):

   • Briefly review the default booking experience to understand how the form appears during booking.

4. Access Funnel Breezy Forms:

   • In the dashboard menu, navigate to "Sites" and then "Forms."

5. Edit an Existing Form (optional):

   • Funnel Breezy offers pre-made forms like "Discovery Call Claim." You can edit one of these for your needs.

   • Click on "Edit" for the chosen form.

6. Customize the Form (optional):

   • Edit the form by:

     • Changing the form title.

     • Adding or removing fields (e.g., address, city, state).

     • Adjusting field properties like labels, required fields, and formatting.

7. Create a New Custom Field (if needed):

   • If the existing forms lack the specific information you require, create a new custom field.

   • Under "Custom Fields," choose the type of field (e.g., checkbox, dropdown).

   • Name the field and define where the information will be stored (e.g., contact info, additional info).

   • Add multiple options for checkbox or dropdown fields.

   • Save the custom field.

8. Add the Custom Field to the Form:

   • Drag and drop the custom field from the right sidebar onto your form in the layout you prefer.

9. Save the Edited Form:

   • Click on "Save" to finalize the form edits.

10. Assign the Custom Form to the Calendar:

    • Go back to "Calendar Settings" for your chosen calendar.

    • Under "Forms and Payment," select the dropdown menu for "Select Form."

    • Choose the newly edited form (or the existing form you want to use).

    • Click "Save."

11. Test the Booking Experience:

    • Copy the scheduling link for your calendar.

    • Open the link in a new tab and choose a date and time.

    • The new form with your custom fields should now appear during the booking process.

Additional Tips:

• Adjust the form padding to improve visual alignment.

• Consider adding disclaimers or terms of agreement using custom fields.

• You can edit existing custom fields from the "Custom Fields" section in Funnel Breezy settings.