Skip to main content

Adding Custom Forms to Calendars in Stack

Enhance your appointment booking process in Stack by integrating custom forms with your calendars. This feature allows you to collect essential information from clients before they finalize their appointments, improving lead qualification and streamlining your workflow.

Table of Contents​

What is Adding a Custom Form to Calendars​

Custom forms in Stack allow you to gather personalized information from contacts before they book an appointment. When a form is linked to a calendar, users are prompted to complete it after choosing a time slot. This ensures that vital data is collected and saved directly to the contact’s CRM record, enabling personalized and efficient follow-ups.

To add custom forms to your calendars, ensure you have already created a form in your Stack account. Learn how to create custom forms.

Key Benefits of Using Custom Forms with Calendars​

Integrating a custom form into your calendar booking flow ensures you capture relevant details before an appointment is confirmed. This enhances lead handling, automates data collection, and improves your ability to deliver personalized experiences.

  • Lead Qualification: Filter out unqualified leads by asking important pre-booking questions.
  • Automated Data Collection: Directly map form responses to contact records for CRM efficiency.
  • Improved Personalization: Use collected data to tailor communications, services, or offers.
  • Reduced Back-and-Forth: Gather all necessary details upfront to avoid delays or follow-ups.
  • Compliance and Consent: Include terms, agreements, or consent checkboxes to meet legal requirements.
  • Workflow Triggers: Initiate automations based on custom field responses submitted in the form.
  • Better Client Experience: Provide a seamless and structured way for clients to share information before booking.

How To Set Up Custom Forms with Calendars​

Connecting a custom form to a calendar ensures you collect key details from users before they book time with you. Follow these simple steps to set it up:

Step 1: Navigate to the Desired Calendar​

  1. Go to Calendars in the main menu.
  2. Click on Calendar Settings in the secondary navigation.
  3. Locate the calendar you want to edit and click Edit next to its name.

Step 2: Attach the Custom Form to Your Calendar​

  1. In the left-side navigation, go to the Forms & Payment tab.
  2. Under the Select Form dropdown in the main panel, choose the desired form.
  3. Click the blue Save button in the upper right corner.

How to Add the Same Form in Multiple Calendars​

If your business offers various appointment types or team member calendars, using a consistent form can save time and ensure uniform data collection. This is useful when you need the same intake or qualification data across different services or departments.

  1. After creating the form under Sites > Forms, assign it to multiple calendars by repeating the setup process:
    • Navigate to Calendar Settings.
    • Click the Edit button.
    • Choose the form from the Select Form dropdown.

Note: Adding a form to a calendar is a manual process. Forms are not automatically applied across multiple calendars, allowing you to control which form appears in each booking flow.

Frequently Asked Questions​

Q: Can I use more than one custom form on a single calendar?
A: No, only one custom form can be attached to a calendar at a time.

Q: What happens to the data submitted in the form?
A: Form responses are automatically saved to the contact’s record in your CRM, provided the form fields are mapped to custom fields.

Q: Can I use the same form on multiple calendars?
A: Yes, a single form can be assigned to multiple calendars by selecting it in each calendar's settings.

Q: Why isn’t my form showing up in the calendar dropdown?
A: Ensure your form is saved under Sites > Forms and contains at least one field. You may need to refresh the calendar settings page after saving.

Q: Does the form appear before or after selecting a time slot?
A: The form appears after a time slot is selected. Users choose a time first, then complete the custom form to confirm the booking.

Q: Can I edit the form after attaching it to the calendar?
A: Yes, any changes to the form will automatically reflect in calendars it’s attached to. Be cautious not to delete critical fields tied to automations or records.