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How to modify booking form

Customize the fields and settings in your meeting booking form to match your scheduling requirements.

Steps to Modify a Meeting Booking Form:

  1. Navigate to Meetings:
    • From the sidebar, click on ‘Meetings’.
  2. Select a Meeting:
    • Choose a meeting card from the list.
    • Click on the ‘… (Options)’ menu located on the top-right corner of the card.

  1. Edit Meeting Details:
    • Select ‘Edit’ from the dropdown menu.

  1. Access the Forms Tab:
    • In the meeting settings, navigate to the ‘Forms’ tab.

  1. Add or Modify Form Fields:
    • Use the available options to add or edit form fields:
      • Single Line Text
      • Multiple Line Text
      • Number
      • Radio Group
      • Checkbox
      • Dropdown
  2. Field Settings:
    • Click on any field to open the Field Settings panel.
    • Adjust the following settings:
      • Label: Update the field name.
      • Required Toggle: Enable/disable mandatory status.
      • Placeholder: Add placeholder text.
      • Info Text: Provide guidance for users.
      • Max/Min Character: Define text length limits.

  1. Save Changes:
    • After making the necessary adjustments, click on the ‘Save Changes’ button at the top-right corner.

Best Practices:

  • Ensure all required fields are marked appropriately.
  • Use placeholders and info text for clarity.
  • Preview the form before finalizing changes.

That’s it! Your meeting booking form is now updated and ready to use.