Updated Mar 13, 2024
After creating a scheduler template, you can customize your scheduler further. One of those customizations involves adding a form for clients to fill out before securing an appointment.
To add a form to a scheduler:
Go to Templates > Scheduler and select your scheduler.
Click the Advanced tab.
Under Additional form, select the form you want to use.
Click Save.
⛔ Heads up! Attaching a form to the scheduler will require the client to submit the entire form for the appointment to be booked.
Types of forms that you can add to a scheduler
You can add forms that you’ve created from Templates > Forms.
Forms that can be attached:
✅ Lead capture
✅ Questionnaire
✅ Proposal (without a contract)
Forms that can’t be attached:
🚫 Contracts
🚫 Sub agreements
The table below outlines reasons you may want to use each form:
Form type | Reasons to use the form |
Lead capture | You are sharing the scheduler publicly |
Questionnaire | You require information from your client before an appointment |
Proposals | You are sharing the scheduler publicly |
👋 Here’s a tip… If you use a questionnaire, keep it short because clients must fully complete it before booking their appointment.
Adding a proposal to the scheduler
In Dubsado, proposals are a highly customizable tool for your business. Because of that versatility, a few considerations exist when you add a proposal to a scheduler.
Create a project from the proposal
Proposals added to the scheduler don’t automatically create a project. To make sure a project gets created after a client books an appointment:
Select your proposal from Templates > Forms.
Go to Form settings.
Scroll down and check that Create new project once proposal is completed is toggled on.
Manage proposals with contracts
If your proposal has a contract in Form settings, the contract will not show in the scheduler. Please ensure any pertinent info is in your proposal, not your contract.
Manage proposals with invoices
If your proposal has an invoice (with or without a payment plan) in Form settings, the invoice gets generated and will appear in the scheduler under the Invoices page.
The client does not pay this invoice to book the appointment — it is there for review before booking.
👋 Here’s a tip… If you want to create a booking fee, you can create an invoice from the scheduler. Both invoices will then appear on the scheduler’s invoice page.
Collecting client information with a form
How a scheduler collects client information depends on the form type you add to the scheduler.
Lead captures
Since adding a lead capture form to your scheduler will create a project, you’ll need to create a lead capture form that captures client information. Otherwise, the scheduler won’t collect client information when a client books.
At a minimum, we recommend asking your client for their full name and email address.
Questionnaires
After the client chooses an appointment time, the scheduler will display a default page to collect client information.
The following basic information gets saved within the client profile from Utilities > Address Book:
First name
Last name
Email
Phone number
You can capture additional client information from your questionnaire that will be saved in Dubsado.
Proposals that create a project
If your proposal will make a project after a client books an appointment, you’ll need to create a proposal form that captures client information. Otherwise, the scheduler won’t collect client information when a client books.
At a minimum, we recommend asking your client for their full name and email address.
Proposals that don’t create a project
After the client chooses an appointment time, the scheduler will display a set page to collect client information.
The following basic information gets saved within the client profile from Utilities > Address Book:
First name
Last name
Email
Phone number
You can capture additional client information from your proposal that will be saved in Dubsado.
FAQ
Can I add more than one form to a scheduler?
Each scheduler template can only have one form added.
What if the form has an expiration date?
If your form is expired, clients can see the form but can’t press Submit to finish booking the appointment.
If your form’s expiration date is in the future, clients can schedule an appointment anytime before the form’s expiration date. For example, if your form expires on March 3rd, your clients can book an Apr 1st date if they schedule the appointment before March 3rd.
What if the form has a redirect URL?
Although you can add a redirect URL to lead captures and proposals under Form settings, the redirect URL will not appear after clients book an appointment. The scheduler will show the default confirmation page instead.
If you want to redirect clients after scheduling an appointment, set the redirect URL from the scheduler, not the form.