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How to Create a Planning Form
To create a planning form
Click on Templates (icon shown above) in the side navigation, then choose Form Templates.
Click Add Form Template
Adding Form Options
To access the form options, click on the plus button.
Section Title
If you’re looking for a good way to organize your proposal templates, we recommend using the section titles.
Text & Image
The text & image column choices are a very flexible option to add any additional descriptions, images or tables to your proposal template.
Form Selection Options
If you need to get more information from your client as a part of your booking process, you can do it by adding a form directly to your proposal.
The form options include
Single Answer – this lets your client enter a single answer to a question
Dropdown List – this lets your client select a single answer from a list of options
Select Multiple Options – this lets your client select more than one answer from a list of options
Two Column List – this lets your client enter a list of options in a two-column format. This is a great option if you have a question and need an answer side by side.
ℹ️ Note: the second column can be used to receive an typed out answer or to have your client choose the option from a dropdown list of options, or select a song (DJ Add-On Only).
Three Column List – this lets your client enter a list of options in a three-column format. This is a great option if you have a question, a dropdown select (e.g. choose yes or no), and a final answer.
ℹ️ Note: the second and third columns can be used to receive a typed out answer or to have your client choose the option from a dropdown list of options, or to select a song (DJ Add-On Only).
Comments Section – this lets your client enter a lengthy answer to a question
Calendly Appointment Page - use this option to display a Calendly appointment page for your client to schedule an appointment.
ℹ️ Note: After adding this option, click edit on the item and then paste in your Calendly appointment page url under Calendly appointment page.
Event Detail Fields
Along with the question type options suggested above, you can also utilize planning forms to gather event details from your client that map directly back to the client's event information on file.
Use the plus sign on the form (as shown below) and scroll to the Event Detail Options section of the menu that appears on the right-hand side.
Add any applicable fields to the form for event information that you need to capture or update for the client's event. When populated and submitted by the client, the information captured in these fields will route back to their event details and update these fields on the backend automatically.
For example, if you include the field Planned Guest Count on the form, if the user enters 500 in this field, once the form is marked as complete, the planned guest count field on the event details page for their event will be populated with the number 500.
ℹ️ Note: If there was already information in one of the fields identified, the form answers will override what was in the field originally to capture the new updated information on file.
Editing Added Form Options
Once you have added options to the form you can edit them by clicking or hovering over the added option and click Edit.
Copying Added Form Options
If you would like to copy an option you have added to the form, click or hover over the added option and click Copy.
Removing an Added Form Option
If you would like to remove an option you have added to the form, click or hover over the added option and click Remove.
Reordering the Added Form Options
To reorder the added form options, simply drag them up or down in the list.
If you have a long list of added form options, click on the View List (icon shown above) button to view the form in a condensed list view for easier reordering.