# 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)<br>

**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


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