How to create flows for forms

With TuCalendi' s new flow functionality, creating forms with the information requested when a person wants to make a reservation with you, is much more flexible and faster because now when you create a form flow you can assign it to the events you want.

If you create a form flow you can associate it to the events you need. To customize the information requested in the events, it is no longer necessary to do it individually in each event.

How to create a form flow? In an intuitive and efficient way it is possible to create a flow for forms and without having to scroll through the different events you have created in your calendars, you can assign the flow to all the events you want from the same place.

Log in to TuCalendi with your username and password. In the side menu click on "Flows":

Flows menu

In the "Forms" option click on "Select":

Form flows

As there is no form created yet click on "New" to create a form.

Form alias

The first step is to give a name to the form you are going to create. Once you have it, click on "Add".

Form flow created

Next you need to customize the information you want to collect from the form. Click "Edit":

Edit form

There are two types of fields you can add to the form:

  • Predefined fields.
  • Custom fields.

Predefined fields

Both the first name field and the email field are mandatory fields of the system and cannot be removed.

However, you can choose between requesting the first and last name or just the first name. Just click on the icon indicated in the field:

Choose first and last name in predefined field

There are also some predefined fields in the system that you can add and mark as required or not.

When you click on "Add predefined field" the available options will be displayed and you only have to select the ones you want.

Predefined fields

IMPORTANT: If you want to send SMS using the workflows you must add the predefined field "Mobile" in the form flow.

In our case we are going to add the field "Mobile":

Predefined field added

In the new field by clicking on the "pencil icon" you can mark the cell phone field as required and also select the country code.

Edit predefined field

When you have it click on "Save":

Predefined field edited

Custom fields

With custom fields the possibilities multiply as you can choose from the different options available and add several times the same custom field but with different options.

Clicking on "Add custom field" will display a menu with the options and you only have to select the ones you need to get the information of the people who are going to book.

Custom fields

In our case we will add a "Text" field and an "Option button" field with 4 possibilities in both cases the answers are mandatory.

Custom fields added

When you have added all the fields you need click on the "Save" button and you have created the form.

Next and last step to finish with the form flow is to assign the events where you want the created form to be displayed.

Go back to the main form flow menu and click on the three vertical dots:

Form created

In the menu that appears:

Form options menu

Click on "Assign meeting  types/events". The list with all the events you have created in the different calendars will be displayed.

Just choose the events you want to assign to the created form:

Form flow with events assigned

From this point on when a person is going to book any meeting from the events assigned to the form, he/she must enter the requested information.

At any time you can modify a created form by adding or deleting fields in the form. Of course, it is also possible to add or remove the assigned events.