Guest forms allow you to collect information about the prospect booking a meeting. This information can optionally be used to populate information directly into your CRM when the prospect books a meeting.
ℹ️ Guest forms are available only in Instant Booker and Personal Workspaces. Handoff/Concierge workspaces work with a different type of form.
In this section, we'll cover:
Guest Form layout
Easily view and manage your available Guest Forms by first managing the Workspace, then clicking Guest Forms.
You will see an active list of forms here, where you can edit, remove, or create forms:
Creating a Guest Form
Click the "Create Guest Form" button on the page, and enter a name for your Guest Form:
When you click "Create," this will load into our interactive Form Builder tool. This will have three fields by default (First/Last name and Email) as well as an optional Phone field:
Note that the default fields cannot be edited; however, the phone field can be edited or removed like any custom field.
Adding a new field
Let's say we want to add a checkbox option on our form. Click the "Add field" button while editing a form, and select "Checkbox" from the list of available options.
The form builder will let you customize specific aspects of that checkbox, including the field name (automatically generated for you), what options are displayed, or even allow you to add options directly as they appear in your CRM!
Finally, select whether you want the field to be required or not.
Click "Done" on the form builder, and you will see this new checkbox field added to your form:
Form mapping to your CRM
Clicking on the Salesforce Mapping section, you will be able to take the form you've built and match the data up to your CRM. This allows you to capture prospect information in real time!
For more information on this, please review this article here.