How do I add a custom intake form to my booking calendar?

Attaching a custom form to a calendar lets you ask your own questions when someone books, such as who needs care, the care setting or how they heard about you. Answers save to the contact record, so your intake coordinator has the details before the call.

You need to build the form first under Sites > Forms. Keep form questions to what you need for intake, and do not ask for detailed health information.

Attach a form to a calendar

1. Go to Calendars and click Calendar Settings.
2. Click Edit next to the calendar.
3. Open the Forms & Payment tab.
4. Choose your form from the Select Form menu.
5. Click Save.

To use the same form on several calendars, repeat these steps on each one. Forms are never applied to calendars automatically.

How the form behaves during booking

• By default the person picks a time first, then fills out the form. You can change this order. See "How do I change the order of steps on my booking page?"
• Show and hide rules in your form still work.
• If the form has a rule that disqualifies a lead, it is checked before the booking. A disqualified lead gets no appointment.

Choose what happens after the form is submitted

In the calendar's confirmation page setting, choose:

• Default: the standard confirmation page.
• Redirect URL: send people to a page you choose, such as a thank-you page on your website.
• Use custom form rules: follow the redirect or message rules set inside the form. If the form has none, the default page is used.

Common questions

• Can I attach more than one form? No. One form per calendar.
• Where do the answers go? To the contact record, as long as the form fields are linked to custom fields.
• My form is not in the menu. Make sure it is saved and has at least one field, then refresh the calendar settings page.
• If I edit the form, does the calendar update? Yes, automatically. Be careful removing fields that workflows rely on.
• Are answers saved if someone does not finish booking? No. Answers are saved only after they click the final booking button. (If you put the form first, the contact is created when the form is submitted.)

Have a question about your own account? Submit a ticket and our team will follow up.