While mySched Appointment Booking Solution is suitable for businesses of all types, certain businesses may need specific forms to streamline their processes. For example a strategy you can implement is requesting your clients to complete specific fields prior to their scheduled appointment. Alternatively, you may request your client to submit a specific document through the system prior to scheduling an appointment. Perhaps you could consider asking customers for the links to their social media accounts. Alternatively, you may consider requesting them to complete a brief assessment prior to the scheduled meeting.
mySched Appointment Booking Solution has created a Form Builder to address these issues. Additionally, there is no requirement for any coding or HTML knowledge to construct these personalised forms. You won’t have to worry about using up extra disc space with the integration of popular third-party form solutions.
Utilise this module to effortlessly tailor your custom fields for your business. Take advantage of the versatile Form Builder to enhance your Front-end booking panel. It is possible to utilise multiple forms simultaneously. Here are some input types that you can use to collect additional information from your customers.
Label – This field will not contain any labels that are desired in your form. There will be no functionality available. You can simply add text labels.
Text input – This input can be used if you want a piece of brief information about customers consisting of a short sentence or a single word.
Text area – If you require more information, this entry will be suitable for you.
Number input – If you want your customers to let you know any number, this input is exactly what you are looking for!
Date input – Your customers can send you information including birth date or any other date with the help of this form.
Time input – Do your customers need to tell you any additional hours? You can use that input!
Select – This input allows your customers to choose from multiple selections.
Checkboxes – Checkboxes adds the checkboxes that customers marks on to your form. It can be used for terms and conditions.
Radio buttons – Using the radio buttons, you can ask your customers to choose from multiple selections.
File – Do customers need to send you any files? It can be an image or any file. You can determine the file format.
Link – You can use this field if you want to add a link to your form.
Email – You can add an Email field to your Information section and request the additional email address from your customer. Notifications can be sent to this email address automatically.
Phone – You can add a Phone field to your Information section and request the additional phone number from your customer. Notifications can be sent to this phone number automatically.
Once you’ve completed and saved the form, you’ll be able to easily showcase the Information step on the user-friendly front-end interface of the mySched Appointment Solution. Once the client finishes their appointment, the form will be sent to your system along with additional information.
Team members and administrators will have the ability to input custom form data or modify existing information when creating and editing appointments.
Whether the customer schedules an appointment through the booking panel or a staff member manually creates an appointment from the admin panel, the details provided in the custom forms can be shared with both staff members and customers using specific techniques. Custom form information can be seamlessly integrated into various fields, such as notifications, invoices, Google Calendar events, and order descriptions. This ensures that keywords are strategically incorporated throughout the content. Upon examining the keywords, it becomes apparent that each custom form is associated with a distinct keyword.
Additionally, you have the option to effortlessly send automated notifications to the email address and phone numbers collected from customers through the Email and Phone field of Custom Forms.
Furthermore, you have the option to conveniently share the received file with the appropriate individuals by including it as an attachment in the Notifications’ Attachment section.
Conditional Fields
You have the ability to specify when certain fields should be displayed based on specific conditions. Our product offers a superior and more extensive range of conditional fields compared to any other options available in the market. Conditions can be applied to nearly all fields. There are numerous coding terms that can be applied in this context. For a quick illustration, you have the ability to create a form and manipulate its visibility and values based on the status of a specific checkbox. Now, let’s take a look at how it functions through screenshots. Now, we can start by creating a checkbox/radio field to provide customers with options.
Next, we can add two more form fields based on the responses provided by the customers.
If you wish to conceal these forms and display them selectively based on the customers’ responses, kindly modify the visibility setting to “Hidden”.
The conditions offer a wide range of possibilities, allowing for endless combinations. Within the conditions section, you have the ability to establish a specific condition:
WHEN
Field – Do you need the best appointment booking solution?
Value = Yes of course!
DO
Show – mySched
You have the freedom to create an unlimited number of conditions. Now, we can establish an additional requirement for the alternative solution.
Now, let’s explore how it operates within the front-end booking panel. We wanted to demonstrate the functionality of the feature using a straightforward example. The possibilities are endless when it comes to utilising this feature and the opportunities it presents.
You have the option to configure the form fields to be visible exclusively in the admin panel, ensuring that they do not appear in the booking panel when customers schedule appointments. When staff members add or edit appointments, they have the option to fill out these form fields based on the details of the appointment. Perhaps it can ignite a positive outcome in the workflow 🙂 Each custom form has its own unique shortcode that you can include in your workflow action content. Simply add the {appointment_custom_field_ID} shortcode to your content. Make it visible in the admin panel by setting it to only be visible there.By setting it as Hidden, this form field will only be displayed based on specific conditions.
