Forms and Surveys:

(Free With Additional Products)

What do Forms And Surveys do?

Capturing Information

Capture Essential Information – Forms and surveys collect the key details needed from customers.

Complete Customer Details – Ensures you receive all the information required for their request.

Better Customer Understanding – Helps you clearly understand what the client is looking for.

Booking Appointements

Website Appointment Booking – Customers can schedule appointments directly through your website.

Calendar Integration – Forms and surveys connect to your calendar so customers can choose available dates and times.

Customer Information Collection – Customers provide their details and explain exactly what service they need.

24/7

24/7 Appointment Booking – Customers can book appointments anytime, even after business hours.

No Manual Scheduling – Eliminates the need for you to manually schedule every appointment.

Always Available – Your website can continue accepting bookings throughout the day and night.

How can Forms And Surveys Help you?

Saves Time

Automatic Appointment Booking – Customers can schedule appointments themselves through your website, email, or text.

Less Phone Calls and Emails – Reduces the time spent manually booking customers.

Saves Time – While customers fill out forms and book appointments, you can focus on other work.

Stay in Control – You still manage your schedule while the system handles the booking process.

Fixes Mistakes

Prevents Missing Information – Forms ensure all required details are collected from the customer.

More Professional Process – Provides a structured and organized way to gather information.

Saves Time – Reduces follow-up calls or messages to collect missing details.

Qualified Leads ( Specifically with Surveys)

Find Qualified Leads – Surveys help identify customers who are the right fit for your services.

Automatic Lead Filtering – Responses can automatically determine whether a lead is sent to you or filtered out.

Better Use of Time – Focus only on customers who meet your requirements and are ready to move forward.

Forms and Survey Setup

1. General Questions

The first step with setting up Forms and Surveys for you company is general questions. On the Forms or Surveys they will have general information about the customer that will need to be filled out as well as custom questions that you want to be filled out from the customer.

2. Connection

Once the Forms and Surveys are created, they can either be connected to your calendar or kept completely separate. After that is done, they will be set up within your website, Automated Emails, and Automated Messaging.

3. Launch

Once finished, the Forms and Surveys will be in full action. If a customer wants to book an appointment through your website, they can simply click on the button that connects them to the link for your Form or Survey. With Automated Emails and Messaging, they will be sent automatically to customers for booking new appointments or if you want your customers to fill something out in general.

Forms and Survey Information

Automated Emails

One way that information can be collected is through Automated Emails. Once a customer books an appointment, they will trigger your Automated Email workflow, where they will receive follow-up emails, reminders, and booking links farther down the pipeline.

You also receive their information through your email. Once the appointment is booked, you will receive the data collected from the Form or Survey, including the customer’s information and the additional questions that you wanted them to answer.

Learn More About:

Automated Emails

Automated Messaging

Another way you can receive information is through Automated Messaging. Once a customer fills out the Form or Survey, it works similarly to Automated Emails by triggering a workflow that sends the customer follow-ups, reminders, and booking links directly to their phone.

This is also similar to Automated Emails in terms of how you receive the information, which is by text. Once a customer books an appointment, you will receive the data collected, and it will be sent directly to your phone.