How to use custom forms in Highlevel’s service menu calendar

I’m excited to share an update about the custom forms feature in HighLevel’s service menu calendars. If you’re new to using service menu calendars on this platform, stick around to the end for a complete setup guide. For now, let’s dive into how you can implement custom forms to gather specific information beyond the default fields of name, email, and phone number.

Creating and Integrating Custom Forms

The main goal of integrating custom forms within your service menu calendars is to collect detailed information tailored to your needs. Here’s how to do it:

  1. Create a Custom Form:
    • Navigate to Sites and select Forms Builder.
    • Create your service calendar form by adding fields such as Social Links, Business Website, and About Brand.
  2. Integrate the Custom Form:
    • Go back to Calendars and head to Calendar Settings.
    • Click on the three dots next to an existing service menu calendar and select Edit.
    • On the first page, select your newly created custom form.
    • Anyone booking an appointment through this service menu will now need to fill out these custom fields.

Setting Up Your Service Menu Calendar

If you haven’t used service calendars yet, here are the steps to get you started:

  1. Enable Service Menu:
    • Go to Preferences and toggle on the service menu feature.
  2. Create and Group Calendars:
    • Head back to Calendars and create a new service menu calendar.
    • Add the calendar to a group by clicking on the three dots, selecting Move to Group, and choosing the desired group.
  3. Configure the Service Menu:
    • In the service menu settings, select the calendars you want to include.
    • Save your settings and preview the service menu to ensure everything is set up correctly.

Previewing and Using the Custom Form

Once your service menu calendar is set up, you can preview it to see the custom form in action:

  1. Preview the Calendar:
    • Click Preview to see the service menu with the integrated custom form.
    • Go through the booking steps to ensure the custom fields appear as intended.
  2. Book a Service:
    • Select a service from the menu, choose a time slot, and fill out the custom form during the booking process.

Final Steps and Conclusion

Integrating custom forms into your service menu calendars with HighLevel is a great way to gather specific information from your clients, enhancing your booking system and overall service management. If you have any questions about setting up or using this feature, feel free to drop a comment below.