Home  >   FAQs   >  Can I have my customers fill out a form before scheduling an appointment with me?

Can I have my customers fill out a form before scheduling an appointment with me?

Table of Contents
Yes, you can. Vtiger CRM's Appointment Pages give you the option of creating a questionnaire for your customers. They are called Invitee Questions and must be answered to make an appointment. 

Follow these steps to create Invitee Questions in an appointment page: 
  1. Click the Main Menu.
  2. Go to Sales.
  3. Click Appointment Pages.
  4. Click +New Appointment Page.
  5. Select the type of appointment page you want to create - Meet Me, Auto-Assigned, or Group Event.
  6. Enter the event details.
  7. Click Next.
  8. Enter the event duration and template information.
  9. Click Next.
  10. Enter the details for scheduling the event.
  11. Click Next. This step is available in Meet Me and Auto-Assigned pages only.
  12. Create a questionnaire under Invitee Questions by following these steps:
    1. Click +Add New Question.
    2. Enter the question and select a type of answer. For example, if you select the Radio Button, then it becomes a multiple-choice question.
    3. Make a question mandatory by clicking the checkmark beside Mandatory.
    4. Click Save to add the question to the appointment page.
  13. Click Save to save the appointment page.
Was this FAQ helpful?
0  out of  0  found this helpful.
Comments 0
Be the first to comment
© Copyright 2023 Vtiger. All rights reserved.