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Grow | Embedding custom forms in appointment calendars

Want to have a branded form or more questions on an appointment calendar, now you can!

Dave Yandel avatar
Written by Dave Yandel
Updated over 2 years ago

Note: As of 7.1.23 we recommend utilizing the Appointments V2 Calendar in Core for a better user experience

Want to collect more information about an upcoming appointment? Maybe you'd like to ask questions about goals or other unique questions that pertain to your business. Instead of the standard fields from an appointment calendar, you can embed a unique custom form from the grow platform. Here's how:

1. Go to: "Grow.Pushpress.com" and log into your account

Go to: "Grow.Pushpress.com" and log into your account

2. On the menu bar: "Click on Sites"

On the menu bar: "Click on Sites"

3. "Click on Forms"

"Click on Forms"

4. Create a form

Create a form

5. Create the form and customize all the details you wish to collect

Create the form and customize all the details you wish to collect

6. When you're done with the form, Click on: "Form Save"

When you're done with the form, Click on: "Form Save"

7. Next, go back to the menu bar and click on: "Calendars"

Next, go back to the menu bar and click on: "Calendars"

8. Locate the menu across the top

Locate the menu across the top

9. Click on: "Calendar Settings"

Click on: "Calendar Settings"

10. Click on the appointment you want to embed the for on

Click on the appointment you want to embed the for on

11. Click on: "The 3 dots of the calendar"

Click on: "The 3 dots of the calendar"

12. Click on Edit

Click on Edit

13. On the top menu, locate "3. Confirmation"

On the top menu, locate "3. Confirmation"

14. Click on: "3. Confirmation"

Click on: "3. Confirmation"

15. On the Form Settings select custom form as an option

On the Form Settings select custom form as an option

16. Click on the drop down menu and select the form you wish to embed on the calendar

Click on the drop down menu and select the form you wish to embed on the calendar

17. Click on the form you want from the drop down, and it will populate in the field

Click on the form you want from the drop down, and it will populate in the field

18. Click on: " Complete" to save this settings

Click on: " Complete" to save this settings
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