A Comprehensive Guide to Using Forms Effectively

Customizing Forms for Enhanced User Experience

Overview: Customizing the appearance of your forms can significantly improve the user experience, making it more likely for clients and prospects to complete them. One effective customization technique involves adjusting the form's font size for better readability.

Detailed Explanation:

Access the form builder within the CRM.
Navigate to the "Styles" section and locate the "Label" and “Placeholder” options. The sizing tool can be easily accessed here.

You can modify the font size value according to your preference.

Save your changes to apply the new font size.

This simple customization can make your forms appear more professional and user-friendly.

Integrating Forms with Calendars for Increased Appointment Show Rates

Overview: Linking forms with your calendar can help ensure higher appointment show rates by adding an extra layer of commitment from the client's side.

Detailed Explanation:

In the calendar settings, select a custom form instead of the default contact information form.

Add a custom checkbox field to the form, asking clients to confirm their commitment to show up for the appointment.

Make this checkbox field required to ensure clients acknowledge this commitment before booking.

This method leverages the psychological principle of commitment, potentially increasing the likelihood of clients showing up for their appointments.

Troubleshooting Tips and FAQs

To ensure a smooth experience with forms in the CRM, here are some troubleshooting tips and answers to frequently asked questions:

Form not displaying correctly? Double-check the custom CSS and ensure it's correctly formatted. Also, verify that the form is correctly embedded or linked in your funnel or website.
Not receiving form submissions? Ensure the form is correctly connected to your CRM and that the submission settings are properly configured.
Can I add more than one custom field? Yes, you can add multiple custom fields to your forms, including text fields, checkboxes, file uploads, and more, depending on your needs.