Sep 13 2022 08:17 AM
I am struggling to find a way to make a customer request work. They wish to have a student book a service at a specific date and time. They also want the student to complete a questionnaire simultaneously. The answer to these questions should populate a spreadsheet for the staff to review alongside the booking date/time. We want all this to happen at once, with one form or booking page.
The only way I can figure out to do it is to add a Form to a Booking, but it doesn't include the form on the booking page or even as a follow up after it is booked. A staff member has to assign the form to the booking, which can easily be overlooked by the client. Adding the questionnaire as custom fields on the Booking page will also not auto-populate a spreadsheet.
I'm stuck in a place where I can almost achieve a goal, but entirely. I'm always missing one important item. I'm at my wit's end.
Sep 15 2022 07:54 PM
Sep 19 2022 12:42 AM
I am an independent advisor responding to this inquiry.
Integrating Forms with Bookings is a great idea. I recommend that you add this information to the Microsoft feedback portal. Then add your feedback link to this post so that others can vote.
https://feedbackportal.microsoft.com/feedback/forum/e9c7c7d1-011c-ec11-b6e7-0022481f8472
Please like this post which will assist others with the question.
/Teresa
Sep 19 2022 07:10 AM