Set up a CRM form that makes it easy for your customers to schedule appointments. They'll see available time slots and can book in a few clicks with no staff assistance required.
Even if their preferred time isn't available, they can simply choose another date that works for them.
This is convenient for your customers and takes the pressure off your team.
Three ways to use forms for easy bookings
Auto select resource
The form automatically suggests the nearest available slot and resource.
This is helpful for quick bookings when all available options are equally suitable. For example, this could apply to specialists with the same skills or similar equipment.
Select from available resources
Customers can see all available time slots for the selected date and choose the one that best fits their schedule.
This is the best option when the appointment time matters more than the assigned resource.
Select from all resources
Customers can independently select the resource, date, and time. This is ideal when it's important to book not just a time slot, but also a specific specialist or piece of equipment.
Any form supports instant payments
To enable payments, simply turn on "Expert mode" in the form settings.
You'll also need to connect payment systems to start accepting payments.
Here's how to create a booking form for a guest visit, including payment.
Step 1: Create a resource
In the Booking section, add a resource called "Guest Visit."
Step 2: Create a CRM form
Set up a new form using the "Select from available resources" type.
Since you have only one resource, this would be enough to choose the appointment time.
Step 3: Enable payments
Activate the payment option in expert mode.
Step 4: Add a product
Select a product from the catalog in the field settings.
Step 5: Publish the form
Add the form on your website.
Customers can now book their visit and pay for it right away.
