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Custom Forms

Overview​

The Custom Forms feature in Mysched allows businesses to create custom fields for gathering additional information from their customers during the booking process. With the multi-function Form Builder, you can create various forms for different services and customize the fields based on your business needs. This feature is especially useful for collecting specific details like health information, document uploads, or customer preferences before an appointment.

Creating a Custom Form​

To create a new form:

  1. Navigate to the Custom Forms Section:

    • Go to the Custom Forms section in the Mysched admin panel.

  2. Create a New Form:

    • Click the Create New Form button to start building your form.
    • Provide a name for the form and select the services where this form will be applied.

  3. Building the Form:

    • Use the Form Builder to drag and drop the fields into the form. Available field types include:
      • Label: Add informational text to the form.
      • Text Input: Collect short responses like customer names or details.
      • Text Area: Ideal for longer text responses.
      • Number Input: Gather numerical data such as ages or quantities.
      • Date Input: Request dates such as birthdays or preferred appointment dates.
      • Time Input: Collect times for specific preferences.
      • Select: Offer multiple-choice options for customers to choose from.
      • Checkboxes: Add multi-select options for customers, such as agreeing to terms.
      • Radio Buttons: Provide single-selection options.
      • File Upload: Allow customers to upload files like medical reports or images.
      • Link: Let customers provide URLs, such as social media profiles.
      • Email: Collect an additional email address for customer communication.
      • Phone: Collect an additional phone number for contact purposes.

  4. Saving the Form:

    • After placing and configuring the fields, click Save Form to apply the changes.

Managing Custom Forms​

  1. Editing or Deleting Forms:

    • To edit or delete a form, go to the Custom Forms section. Click on the options next to the form and choose Edit or Delete.

  2. Bulk Actions:

    • You can also select multiple forms and delete them at once by using the Delete button at the bottom of the page.

Using Custom Forms in the Booking Process​

Once a custom form is saved, it will be displayed in the Information Step of the front-end booking panel. Customers can fill out the form while booking an appointment, and the collected data will be saved in the system along with other appointment details.

  • Staff Access: Both staff members and admins can fill out or modify custom form information when creating or editing an appointment in the admin panel.
  • Custom Keywords: The information from custom forms can be included in email notifications, invoices, Google Calendar events, and other areas by using specific keywords, such as {appointment_custom_field_ID}. This allows the system to display the collected data wherever it’s needed.

Conditional Fields​

The Custom Forms feature also supports Conditional Fields, allowing you to create more dynamic and personalized forms. Conditional logic can be applied to show or hide certain fields based on the customer’s responses.

Setting Conditional Fields:​

  1. Create a Field:

    • Start by adding fields such as a checkbox or radio button to the form, which will trigger the conditions.

  2. Create Conditions:

    • Set conditions based on the customer's input. For example, if a customer checks a certain box, additional fields will be displayed.
    • You can set conditions such as:
      • WHEN: A specific field meets a certain condition.
      • DO: Show or hide another field based on the above condition.

  3. Example Scenario:

    • You could create a form where a checkbox asks, "Do you have any special requirements?" If the customer selects "Yes," a text area will appear for them to provide more details.

Admin Panel Only Fields:​

You can set some form fields to only be visible in the admin panel. These fields will not appear on the booking panel but will be available to staff when managing appointments. For example, an admin-only field could be used for internal notes or for triggering specific actions in the Workflow module.

Notifications and Attachments​

  • Automatic Notifications: If you use fields like Email or Phone in your custom forms, you can automatically send notifications to the addresses or numbers collected.
  • Attachments: If customers upload files using the File field, these files can be attached to notifications and sent to staff members or customers.

Conclusion​

The Custom Forms feature in Mysched gives you the flexibility to gather any necessary information from your customers during the booking process. With the ability to create dynamic forms, use conditional fields, and integrate custom form data into workflows and notifications, this tool helps tailor the booking experience to your specific business needs.

If you need assistance setting up or managing custom forms, feel free to reach out to the Mysched support team.