Adding the different fields to the survey with questions and answers that your users can fill in from the online calendar before booking, providing information or explanations during the survey and setting up the flow between the different survey options, is done in a very simple and visual way in TuCalendi.
In addition, from the survey you can add extra time to the appointment, depending on the answers your users give to the questions you ask to gather the information you need for the meeting they are going to book with you.
We have developed a visual editor that lets you build the survey and set up the flow between the different steps.
Log in to your TuCalendi account. Go to the "Survey Templates" option:
To create a new survey, click on "New".
There are two types of surveys available:
- Standard. This is a new survey that can be assigned to each event type.
- Standalone. This is a new survey that can be used as a standalone widget and with routing to different event types.
Select the "Standard" type.
If you have already created a survey, you can open it and edit it to add or remove options.
Click on the "Actions" button:
In the menu, select the "Time" option:
To add extra time to a booking, just enter the number of extra minutes the appointment will have in the "Add time" field. When you are done, click on "Add":
The extra time on the booking can be linked to other customer answers throughout the survey.
You can either add time to a booking or subtract time from the appointment. Just select "+" to add time or "-" to subtract minutes.
When you have added the options and completed the flow by joining the boxes, click "Save".
To join the boxes, click on the point to the right of the initial box, keep the mouse button pressed and draw the line to the point to the left of the box you want to connect.
In the pop-up window that appears, enter an alias to name the survey template you have created.
When you click "Save", the survey template is created and appears in your list of survey templates.
To make the survey visible, you must choose the event you want to associate the template with. This way your users and customers can answer the survey you have created. In this case, 30 minutes will be added to the normal meeting time.
From the survey and based on your clients' answers, you also have the option to subtract time from the booking.