How do I send customers to the right appointment?
Make a booking form: a few questions, then rules that open the right appointment, or show a message, depending on the answers.
Make a booking form. It asks the customer a few questions, then sends them to the right appointment, or shows a message, depending on what they answer. For example, a postal code outside your area gets "We do not serve this area yet".
Also called: booking form, routing form, intake form, qualifying questions, service area, postal code filter, formulaire de réservation, questions avant le rendez-vous, zone desservie, code postal
Step 1: Start a new form
In Booking › Links, click the arrow beside New type, then New form. Only the owner makes forms, once there's an appointment type.
Click: New type › the arrow › New form
Step 2: Pick the questions
Type the Name of the form, for example "Visit request". Switch on the questions you need: Which service do you need?, Your postal code, Are you already a customer?, Is it urgent?. Or click Add a question. Name, email and phone are asked later, when the customer books.
Step 3: Pick where customers go, then create it
Under Then the customer goes to, pick an appointment, or A message. Click Create the form. You see … is online.
Click: Create the form
Step 4: Add rules
Click Add routing rules. Under 2 · Where to send the customer, click Add a rule: If a question is, starts with or does not start with some words, Then open the appointment or show a message. Rules read from top to bottom: the first one that matches wins. Otherwise, in every other case catches the rest. Click Save.
Click: Add routing rules › Add a rule › Save
Good to know
To limit your area, use the first letters of the postal code, separated by commas, like H7N, H7P, H7S.
Your forms show under Form to guide the customer, with the link to copy, Edit, and a switch between Active and Paused.
A form holds up to 6 questions and 10 rules. You can have up to 20 forms.
Bookings made through a form count as Routing form in the statistics.
If it doesn't work
"Give the form a name." Type a name.
"A pick-one question needs at least two choices." Add another choice.
"Every rule needs a choice or some words." Fill in what the rule looks for.
"Every rule needs an appointment or a message." Pick where the rule sends.
"That end of link is already used." Change End of the link.
"Only the owner makes forms." Ask the owner.