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Building Forms in Bloom
Building Forms in Bloom

Giving your clients more control and instant answers to their questions will give you more time to sit back and relax. It's a win-win.

Daniel avatar
Written by Daniel
Updated over a week ago

Make it easy for your potential clients to request a date and time based on your availability with Bloom's scheduling Module. No more back-and-forth wasteful communication is needed to arrange a date that works for both of you.

  • First, make sure your availability is set up inside your calendar. Learn how to do that here if you haven't done so yet.

    Inside your portal, go over to your Settings tab and hit Forms.

  • There are four Form types: Lead Capture, Scheduling, Questionnaire, and Instant Booking - each type serves a specific purpose.

  • Lead Capture Form is specially designed to do exactly what the name suggests. Easily create forms to collect information from your website visitors. This form is great for various CTAs (Call To Action) and a simple way to add individuals to your Bloom Leads section for further nurturing into paying clients.

  • Scheduling Forms allow you to solely schedule meetings with clients without having to capture them as a lead or book them for a project.

  • Questionnaire Form is the form that can be used within Leads, Estimates, and Bookings to gather additional information that is specific to that individual or project.

  • Instant Booking Form is the form that is used to create a simple way for clients to book your offered packages in a streamlined and intuitive flow. You'll be able to configure packages, configure available add-ons, set custom availability, and even give your clients a simple check-out experience to get paid.

  • Click New Form, make a selection for the form type you need, and hit Next. The form builder automatically adds the required questions.

  • Now that you have added the form, give it a name and use the + Add Entry button to add additional questions to your form.

  • Consider setting a custom intro and outro message for each form as well as a custom URL.

Give your question a title, ie. Date + Time and decide whether you'd like both the date and time to be displayed or just the date. You can also set this question to 'required'. In this case, your client will not be able to go to the next question until an answer is provided.

  • Go to the design tab to configure the look of your form. You have the option to change the background color of the form, change the text font, text color, text alignment, and button color, and pick between a button embed or direct embed.

  • Once you're done hit Save and you're all set! Clients can now see your availability reflected in your Lead Form.

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