Create a reusable planning form to collect details such as catering choices or enhanced services. Attach the questions to a To-Do when a client needs to complete them.
Create and check the form
Open Automations > Manage Planning Forms and select Add Form Template.
Give the form a recognizable name. Add questions, answer choices and required fields.
Keep questions relevant and explain choices a client may not understand.
Save and preview the form. Check the layout, required answers, choices and event-related fields.
Ask clients to complete it
Saving a form does not automatically add a task to an event. Follow Add a saved planning form to a workflow To-Do to load it into a repeatable task. For just one client, add a form To-Do on the event.
Before sharing
Check the assigned client, event access, attached questions, deadline and reminder schedule on a sample event. The completion deadline and email reminder are separate settings.