Custom Calendar Forms

The calendar settings screen has changed slightly since the video was recorded. Now, to edit a calendar, click on the pencil icon next to the calendar date updated, instead of the three dots. The rest of the process is the same.

The default form in Calendars asks the person booking for their first name, last name, phone number, email address and any other additional information they want to provide. However, there will be times that you need more, less or different information. You can use a custom form for this.

  1. Create your custom form under Sites > Forms > Builder. You can learn more about building forms in the How to Build, Edit, and Utilize Forms article.
  2. Use custom fields and regular fields to collect the information you need. Be sure to add a name and email field so that information is collected. You can learn more about custom fields in the How to Create, Edit, and Delete Custom Fields article.

  3. Once your form is saved, go to Calendars > Calendar Settings and click pencil icon next to the calendar name to edit.

    Calendar Settings Screen

  4. From the Forms and Payments tab, use the first dropdown under the heading "Select form" to select the form you created in the forms builder.

    Select form in calendar settings

  5. Click save at the top right hand corner to save your changes.

    Save button in calendar settings

Now when someone goes to book an appointment on that calendar, they will see the custom form you chose rather than the default form.