NotLuck CRM lets you create custom forms and connect them to your calendars. This is particularly useful if you need to collect extra information from clients when they book appointments. You can build a form with the questions you need and link it to any calendar.

Creating and Connecting a Custom Form

Accessing the Form Builder

Go to the 'Sites' section, select 'Forms', then choose 'Builder'.

Creating a New Form

Click the "Add Form" button in the top right-hand corner to get started. You can build from scratch or pick a template.

Give your form a clear name.

Adding Questions to the Form

Add your basic questions using the standard fields provided.

For custom questions, use the "Add Object Fields" option.

If the right custom field doesn't exist yet, click '+Add' to create one.

Finalising the Form

Add a submission button (e.g. "Submit") and adjust its width if needed, then click 'Save'.

Connecting the Form to Your Calendar

Go to Calendar Settings in your account and open the calendar you want to link.

In the 'Forms & Confirmation' section, select the form you just created from the dropdown menu.

Click 'Save' to finish.

Testing the Connection

Open your calendar and pick a date to book a test appointment. Either paste the calendar link into a new tab, or book via a funnel connected to your calendar.

The custom form should now appear, ready to collect extra information from your clients.

Troubleshooting Tips

  • If the custom form doesn't appear when scheduling an appointment, make sure you've saved all changes and correctly linked the form to the calendar.
  • Double-check your custom fields to confirm they're set up to capture the information you need.

Frequently Asked Questions

Q: Can I connect multiple forms to a single calendar?

  • No, each calendar can only be connected to one form at a time. You can, however, create multiple calendars and link a different form to each one.

Q: How can I edit a custom form after it's been created?

  • Go to the 'Forms' section under 'Sites', find the form you want to edit, and make your changes. Remember to save.

Q: Is it possible to add conditional logic to the forms?

  • Yes, the CRM supports conditional logic in forms, so you can show or hide fields based on the user's responses.