Form & Scheduling navigation

Page reference

• Preview — Preview your form or scheduling interface.

• Share — Share your form with others.

  • Copy Link — Copies the direct URL of your form page.

  • </> Embed on Website — Generates code to embed your form directly on your website.

• Publish Changes — Saves and publishes your form or scheduling updates.

• Three-Dot Menu — Provides additional actions and customization options.

  • Enhance Questions — Improves or refines your form questions using AI.

  • + Create Client Intake — Creates a new client intake form.

Form & Scheduling sidebar

Form and qualification — Create forms that qualify leads based on their answers.

• Text Section — Controls the form's introductory content.

  • Title — The main heading of your form (e.g., "Schedule a Consultation")

  • Description — Supporting text that explains the form's purpose.

  • Show Phone Number checkbox — Display or hide a phone number field in the form.

• Contact Questions — Collects basic contact information from form submitters.

  • Name.

  • Email.

  • Phone number.

  • Other contact details needed to reach the lead.

• Qualifying Questions — Create custom questions that determine if a lead qualifies for your services.

  • + Add question — Use this button to create custom questions.

• Qualification Criteria — Set the rules for determining if a lead is qualified.

  • + Add criteria — Use this button to set conditions.

• Create New Deal — Automatically routes qualified leads to your CRM.

  • If qualified, add to stage — Where qualified leads go in your sales pipeline (e.g., "Discovery Call" stage)

  • If not qualified, add to stage — Where unqualified leads go (e.g., "Follow-up Later" stage)

  • If form partially filled, add to stage — Where incomplete forms go (e.g., "Incomplete Leads" stage)

Scheduling — Set up appointment booking and scheduling for your business.

• Team Members — Manage which team members are available for bookings.

  • Team Members list — Shows all team members who can accept bookings.

  • + Add team member — Allows you to add more team members to the scheduling system.

• Scheduling Type — Controls how appointments are distributed among your team.

  • "All team members must be available" — A booking is only confirmed if every team member is free at that time. Use this for group meetings or sessions requiring the whole team.

  • "Distribute calls among team members" — Appointments are spread across available team members. Use this for individual consultations.

• Event Details - Controls the details of your scheduling page.

  • Schedule Page Name — The title of your scheduling/booking page.

  • Duration — How long each appointment lasts (e.g., 30 minutes, 1 hour)

  • Location — Where the meeting takes place (in-person address, Zoom link, phone call, etc.)

  • Event Title — What the appointment is called (e.g., "Free Consultation," "Strategy Session")

  • Description — Details about what happens during the appointment

  • Event Owner — Who leads or owns the appointment

  • Additional Attendees — Other people who should be invited to the appointment Advanced Settings - Fine-tunes scheduling rules and constraints Buffer time (before meeting) — Time to block off before an appointment (e.g., 15 minutes to prepare)

  • Buffer time (after meeting) — Time to block off after an appointment (e.g., 15 minutes for notes)

  • Minimum notice period — How far in advance customers must book (e.g., 24 hours notice required)

  • Booking frequency limits toggle — Limits how many times the same customer can book (e.g., max 1 booking per week)

  • Limit future bookings toggle — Restricts how far in the future customers can book (e.g., can only book up to 3 months ahead)

  • Confirmation message — The message customers see after booking confirmation