Calendar with Form FIRST
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Austin Houser
To improve conversions it would be great to have the ability to display the form first, and the calendar second. This way we capture the visitor's information even if they don't commit to a date/time on the calendar. While we can do this with a sticky form it's a bad user experience as it displays the same form twice (before the calendar, and after).
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Swadha Bhoj
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Иво Димитров
Swadha Bhoj can't find the settings for this feature. Can you give instructions?
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Stephen Malone
Swadha Bhoj hi where can we see how to utilize this?
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Swadha Bhoj
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Swadha Bhoj
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Claudia Whetstone
Also when the form is displayed during calendar booking and the customer misspells their name on calendar form, it will create a new contact in CRM with duplicate email ( that can affect all the automations)
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Freddie Sahhar
Why are you ignoring us admins???
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Swadha Bhoj
Merged in a post:
Lead Capture Form Before Appointment Time Selection
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Joe Courtney
In many lead generation applications, especially when using a website page instead of a multi-step funnel, enabling the contact form to precede the appointment calendar would provide a superior user experience.
An example of how this works comes from ReviewWave:
1 - A contact form is the first step. This allows the capture of lead info, even if the appointment time selection is incomplete.
2 - The appointment time selection is the second step. Upon submission, this creates the booked appointment (obviously).
We often see users bounce due to not finding an agreeable appointment time immediately. Since the contact form doesn’t appear until the appointment time selection is made, we lose the lead without any contact data, an enormous missed opportunity.
The workaround is to use a separate lead form as step 1 and then redirect to the appointment calendar. However, the calendar’s contact form still follows the appointment time selection, creating redundancy and user frustration.
We need a way to capture contact information before the appointment time selection step so we do not lose the opportunity to follow up with leads who did not schedule.
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Kyle LaBarre
you can do this. When you build the form, have the routing after they click "submit" link directly to the calendar. There will still be a 2nd default form that they will fill out, but it's not a big deal.
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Jeremy P. Maher
We could really use this. Any update on when it might be ready?
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Jeremy P. Maher
This will be a huge win! I just asked support about this feature being needed.
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Mitch Dess
Jeremy P. Maher Any updates from support on the status of this?
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Jeremy P. Maher
Mitch Dess no they had no idea unfortunately
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Kyle Bahr
If you're going to implement this feature, it would be great if form field conditions could control the availability of the calendar.
Example:
If the user selects "Service A" from a form dropdown, the conditional logic would include / remove users from the round robin availability.
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Jeremy P. Maher
Kyle Bahr This! ^^^^
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Swadha Bhoj
in progress
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Jason Gray
Swadha Bhoj Potentially mega....
Will this allow us to now clear all fields when form is submitted and then update the custom fields with the new information once the calendar is submitted?
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Jason Gray
Swadha Bhoj Also being able to have the form first and then one after the calendar would be great.
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Oxana Soullard
Swadha Bhoj please allow the possibility to disqualify users in forms but when a form is used in a calendar. So far even if disqualification is enabled and a user should not be able to book a call, a call is anyways booked (so the disqualification set up in forms is not taken into account in calendars).
Use case: I sell apples, I ask my users to book a call so that I present them my apples. They fill a form before booking and I figure out that they prefer red apples, though I sell green ones. So I want to send them to a page saying "sorry, you can't book this call". But those people who qualify (because they like green apples that I sell) are forwarded to a confirmation page with the booking details.
Will this enhancement be planned?
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Jeremy P. Maher
Oxana Soullard We need this exact thing. We have to do it with conditional logic in a regular form, then it goes to calendar page if good answer, but then they have the form again (at least it can be filled out)
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Juan Carrasco
I was also just about to post this same request but with an additional request.
I would like to have the form live on my homepage and link to the calendar.
When the form is submitted it should either pre-populate the calendar's form, or negate those fields all together. I would still need to capture consent to use contact information for marketing, but i would like that to happen when they confirm their appointment. So a calendar form may still be required.
I agree with the others, that being presented with the form twice, and not even having the information be pre-populated, creates a poor user experience.
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Jeremy P. Maher
Juan Carrasco agreed. Need this too
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