{"id":8930,"date":"2022-09-28T18:48:11","date_gmt":"2022-09-28T13:18:11","guid":{"rendered":"https:\/\/www.setmore.com\/blog\/?p=8930"},"modified":"2024-09-27T16:22:36","modified_gmt":"2024-09-27T10:52:36","slug":"5-ways-to-add-forms-to-your-online-booking-process","status":"publish","type":"post","link":"https:\/\/www.setmore.com\/blog\/5-ways-to-add-forms-to-your-online-booking-process\/","title":{"rendered":"4 ways to add forms to your online booking process"},"content":{"rendered":"<p>You&#8217;ve set up your Booking Page and your calendar is filling up. Now, what about those appointments that require a little more info? Learn about new customers, have their specific needs on record, and customize their experience using one convenient virtual form.<\/p>\n<p>Let\u2019s discuss how to add forms to your online booking process, and collect vital details before and after appointments.<\/p>\n<h2>Why use online forms?<\/h2>\n<p>People are more than just a name and email address; discovering more about your audience can help you to deliver a bespoke experience.<\/p>\n<p>Every specialist from doctors and hairdressers, to personal trainers, can benefit from learning about new guests before their initial visit. Provide a form at booking stage and ensure that introductory Q&amp;As don\u2019t eat into their appointment time.<\/p>\n<p>A pre-appointment online form is standard for many business types. Guests can:<\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\">Alert medical professionals to any allergies before a consultation<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\">Share design ideas with a tattoo artist before coming to the studio<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\">List products of choice to hair stylists prior to treatments<\/li>\n<\/ul>\n<p>With several form builders available, like <a href=\"http:\/\/jotform.com\">Jotform<\/a>, Typeform, and <a href=\"https:\/\/www.hubspot.com\/products\/marketing\/forms-varb\">Hubspot forms<\/a>, you can easily share a series of questions. Here are 5 ways to feature a form in Setmore.<\/p>\n<h2>1. Add a form to the confirmation screen<\/h2>\n<p>When customers schedule an appointment using your <a href=\"https:\/\/www.setmore.com\/features\/booking-page\">Booking Page<\/a>, they reach a confirmation screen. This summarizes the details and can include a callback URL that directs them to your online form.<\/p>\n<p>Many industry types find this convenient for collecting data, particularly from new clients. For example, a personal trainer can ask about a new client&#8217;s fitness goals before their first session.<\/p>\n<p>The callback label is the hyperlinked text that describes your link, e.g. \u2018Complete our pre-appointment form\u2019 and the callback URL is the form link. To add a link to your confirmation screen, open the web app and head to <b>Apps and Integrations &gt; Configure &gt; Booking Policies<\/b>. Next, scroll to \u2018Callback label and URL\u2019 and enter the details.<\/p>\n<p><img decoding=\"async\" width=\"700\" height=\"394\" class=\"alignnone size-large wp-image-9884\" src=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2022\/09\/SS1.4-1-700x394.jpg\" alt=\"Terms &amp; Conditions\" srcset=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2022\/09\/SS1.4-1-700x394.jpg 700w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2022\/09\/SS1.4-1-250x141.jpg 250w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2022\/09\/SS1.4-1-768x432.jpg 768w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2022\/09\/SS1.4-1-1536x864.jpg 1536w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2022\/09\/SS1.4-1-2048x1152.jpg 2048w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2022\/09\/SS1.4-1-120x68.jpg 120w\" sizes=\"(max-width: 360px) 300px, (min-width: 361px) 768px, 100vw\" \/><\/p>\n<h2>2. Add a form to your terms and conditions.<\/h2>\n<p>Every business has T&amp;Cs for its service offering, typically posted online. They clarify the agreement between the business and its customers. If one of your terms is that a customer must provide information before their appointment, displaying a form link in your <a href=\"https:\/\/support.setmore.com\/en\/articles\/490929-add-a-custom-pop-up-or-terms-conditions\">T&amp;Cs pop-up<\/a> can ensure engagement.<\/p>\n<p>Booking Page visitors can read through expectations and open your form in a new tab immediately. Not only does this cut down on manual follow-ups, but visitors can answer questions in their own time. There\u2019s no need to try and remember essential information on the spot when they reach your premises.<\/p>\n<p>Various business types can benefit from incorporating a form into their T&amp;Cs pop-up. <a href=\"https:\/\/www.setmore.com\/blog\/booking-software-protects-patient-data\/\">Medical practices<\/a>, for example, typically require a new patient\u2019s medical history before an initial consultation. Collecting relevant information prior to appointments can ensure patients receive the best care.<\/p>\n<p>If you\u2019re required to follow HIPAA or other regulations, we recommend being extra discerning when choosing your online form provider.<\/p>\n<p><img decoding=\"async\" width=\"700\" height=\"394\" class=\"alignnone size-large wp-image-9883\" src=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2022\/09\/SS1.2-1-700x394.jpg\" alt=\"Email confirmation\" srcset=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2022\/09\/SS1.2-1-700x394.jpg 700w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2022\/09\/SS1.2-1-250x141.jpg 250w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2022\/09\/SS1.2-1-768x432.jpg 768w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2022\/09\/SS1.2-1-1536x864.jpg 1536w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2022\/09\/SS1.2-1-2048x1152.jpg 2048w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2022\/09\/SS1.2-1-120x68.jpg 120w\" sizes=\"(max-width: 360px) 300px, (min-width: 361px) 768px, 100vw\" \/><\/p>\n<p>To share a form URL in your T&amp;Cs pop-up, open your Setmore web app and head to <b>Settings &gt; Booking Page &gt; Booking Policies<\/b>. Scroll to &#8216;Term and conditions&#8217; and enter a label name that describes the link to your audience, e.g. \u2018Complete this intake form\u2019. Add the form link and click outside of the data fields to save.<\/p>\n<p><img decoding=\"async\" width=\"700\" height=\"394\" class=\"alignnone size-large wp-image-9885\" src=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2022\/09\/SS1.3-1-700x394.jpg\" alt=\"Email signature\" srcset=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2022\/09\/SS1.3-1-700x394.jpg 700w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2022\/09\/SS1.3-1-250x141.jpg 250w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2022\/09\/SS1.3-1-768x432.jpg 768w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2022\/09\/SS1.3-1-1536x864.jpg 1536w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2022\/09\/SS1.3-1-2048x1152.jpg 2048w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2022\/09\/SS1.3-1-120x68.jpg 120w\" sizes=\"(max-width: 360px) 300px, (min-width: 361px) 768px, 100vw\" \/><\/p>\n<h2>3. Add a form to your email signature.<\/h2>\n<p>When a new appointment is booked, your guest receives an email confirmation. Add a personal touch by <a href=\"https:\/\/www.setmore.com\/blog\/appointment-confirmation-messages\/\">customizing your signature<\/a> with a form link.<\/p>\n<p>Including a link in your signature reminds customers to complete the form before their appointment. If you\u2019ve shared a link on the booking confirmation screen \u2013 and your customers misses it \u2013 a prompt in your signature can serve as contingency.<\/p>\n<p>Photographers are able to gather information about an event, helping them to prep, and law professionals gain details about a client&#8217;s case before a consultation.<\/p>\n<p><img decoding=\"async\" width=\"700\" height=\"394\" class=\"alignnone size-large wp-image-9886\" src=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2022\/09\/SS3.3-700x394.jpg\" alt=\"Emails\" srcset=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2022\/09\/SS3.3-700x394.jpg 700w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2022\/09\/SS3.3-250x141.jpg 250w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2022\/09\/SS3.3-768x432.jpg 768w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2022\/09\/SS3.3-1536x864.jpg 1536w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2022\/09\/SS3.3-2048x1152.jpg 2048w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2022\/09\/SS3.3-120x68.jpg 120w\" sizes=\"(max-width: 360px) 300px, (min-width: 361px) 768px, 100vw\" \/><\/p>\n<p>Bonus: Adding a form link to your email signature is also integral to getting feedback <b>after appointments and events<\/b>. Offer customers a quick route to review their experience, discuss new services they\u2019d like to try and more.<\/p>\n<h2>4. Automatically send out forms with Zapier.<\/h2>\n<p>When you connect Setmore to a form builder using Zapier, your forms are sent to customers in the background. You can set a send time (e.g. one hour after appointments) and the form link fires out automatically. This method draws attention to the form in a dedicated email, before or after an appointment.<\/p>\n<p>Check out these easy instructions to integrate your account with <a href=\"https:\/\/zapier.com\/apps\/setmore-appointment\/integrations\/jotform\">Jotform<\/a>, <a href=\"https:\/\/zapier.com\/apps\/setmore-appointment\/integrations\/asana\">Asana<\/a>, <a href=\"https:\/\/zapier.com\/apps\/setmore-appointment\/integrations\/surveymonkey\">Survey Monkey<\/a> and <a href=\"https:\/\/zapier.com\/apps\/setmore-appointment\/integrations\/wufoo\">Wufoo<\/a>.<\/p>\n<h2>Still thinking about adding forms?<\/h2>\n<p>Not only are forms an ideal way to discover more about your customers, but they help you gain valuable insight to your business. Learn about how an event was received by attendees, or what could be improved about a newly-introduced service. Forms tell you what\u2019s working and what needs to be worked on.<\/p>\n<p>Any questions or feedback about adding forms? Reach out to our team 24\/7. If you need to create an account, <a href=\"https:\/\/www.setmore.com\/start-now\">sign up for free<\/a>. You can also get a <a href=\"https:\/\/onboarding.setmore.com\/services\/27db2bb5-f46e-48eb-a3c0-d5b8e69b150b?source=easyshare\">personalized demo<\/a> to learn more. Happy scheduling!<\/p>\n","protected":false},"excerpt":{"rendered":"You&#8217;ve set up your Booking Page and your calendar is filling up. Now, what about those appointments that require a little more info? Learn about new customers, have their specific needs on record, and customize their experience using one convenient virtual form. Let\u2019s discuss how to add forms to your online booking process, and collect&#8230;","protected":false},"author":27,"featured_media":9565,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7,10],"tags":[30,400,399],"class_list":["post-8930","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-howto","category-resources","tag-automation","tag-booking-process","tag-forms"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>4 ways to add forms to your booking process | Setmore<\/title>\n<meta name=\"description\" content=\"Add online forms to your booking process on Setmore for an easy and effective way of learning more about your customers, giving them a bespoke experience.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, 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