Customize Your Booking Calendar Form
This step-by-step guide ensures that mobile notaries can efficiently collect comprehensive information from clients, leading to a streamlined appointment scheduling process and enhanced customer service.
Checklist for Customizing Your Booking Calendar Form:
Start from the Sites Menu:
On the left side menu, Navigate to the "Sites" menu option and select "Forms" from the top submenu.
Create a New Form:
Click on "Add Form" and choose to start from scratch.
Add Standard Fields:
Automatically, fields for name, email, phone number, and notes will appear.
Incorporate Additional Information:
Use the plus sign on the far left to add fields for addresses, city, state, and postal code.
Customize with Text Fields:
Drag and drop a text field to request the preferred meeting location or any other specific information.
Add Custom Fields for Specific Requests:
Use the "Add Custom Fields" option to create fields for service requested, such as the type of notarial act needed.
Set Fields as Required:
Ensure certain fields are marked as required to gather all necessary information for the appointment.
Save and Name Your Form:
Give your form a specific name, like "Booking Form," and save your changes.
Link the Form to Your Calendars:
Navigate to "Calendars," select a calendar, and edit it to attach your newly created form.
Test Your Form:
Share your calendar link, select an appointment option, and verify that your custom fields appear correctly.
Key Takeaways:
Customizing your booking form allows you to collect vital information upfront, such as the kind of notarial act needed, meeting location, date, time, signers' information, and additional notes.
Creating custom fields and making them required ensures you gather all necessary details for an efficient notary service.
Testing the form ensures that clients experience a smooth booking process and that you receive all the information needed for the appointment.