Assign a user from the survey

Adding in the survey the different fields with questions and answers that your users can fill in from the online calendar before the booking, providing information or explanation during the survey and establishing the flow between the different options of the survey, is done in a very simple and visual way in TuCalendi

In addition, from the survey you can add the user of your team to whom you want the appointment to be assigned, according to the answers of the customers throughout the survey.

We have developed a visual editor that will allow you to make the survey and establish the flow between the different steps.

Log in to your TuCalendi account. Go to the "Survey Templates" option:

Survey templates

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 type
  • Standalone. It is a new survey that can be used as a standalone widget and with routing to different event types.

Survey types

Select the "Standard" type.

If you have already created a survey you can go in and edit it to add or remove options.

Click on the "Users" button:

Add a user to a survey

In the menu, the list with the users of your team will appear and you can select the "User" by clicking on the name of the person: 

Creating a survey with an users

When you have added the options and completed the flow by joining the boxes, click "Save"

To join the boxes click with the mouse on the point to the right of the initial box, keep the mouse pressed and draw the line to the point to the left of the box you want to join.

Adding a user to a survey flow

In the pop-up window that appears enter an alias to name the survey template you have created.

Add survey alias

When you click "Save" the survey template will have been created and will appear in your list of survey templates.

Survey list

To make the survey visible you must choose the event to which you want to associate the template. This way your users and customers can respond to the survey you have created.