With Bloom Forms, you can:
Collect more information from a potential customer using a lead form.
Give a client an easy way to schedule a meeting with a scheduling form
Collect more information from an existing client with a questionnaire form
Let your clients book instantly with our instant booking forms
All form types provide an option for a date question. When enabled, this feature allows users to select a date.
This simplifies the process for your potential clients to request a suitable date and time based on your availability with Bloom's scheduling. Eliminate the need for lengthy back-and-forth communication to agree on a mutually convenient date.
Within the date question settings, one option is to use Global Availability. For assistance setting up your global availability, refer to this helpful article.
Creating a Bloom form
To access your Bloom forms, first locate the forms tab on the left-hand side of your screen.
There are four types of forms: Lead Capture, Scheduling, Questionnaire, and Instant Booking, each serving a specific purpose.
The Lead Capture Form is specially designed to do exactly what the name suggests. You can easily create forms to collect information from your website visitors. This form is ideal for various CTAs (Call To Action) and serves as a simple way to add individuals to your Bloom Leads section for further nurturing into paying clients.
Scheduling forms enable you to schedule meetings with clients without needing to capture them as leads or book them for a project.
The Questionnaire Form is used within Leads and projects to gather additional information specific to each individual or project.
The Instant Booking Form provides a straightforward way for clients to book your packages in a streamlined and intuitive manner. You can configure packages, set available add-ons, establish custom availability, and offer your clients a simple payment checkout experience.
Click on the red New Form button, and select the type of form you need.
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 confirmation page. You can also add a redirect URL. Or toggle on "custom page" to re-direct your users to a custom confirmation page on form submit.
Once you click "Add entry", you will have the option to add many different question types to your form.
The date Question.
The date question has three components: A details, availability, and reminders tab.
Under details, you can choose the title, enter a description, set a duration, and choose a location.
You can choose to make this a required question and also choose if you want to automatically send a calendar invitation.
You have several options for the location. You can choose a phone call, Zoom meeting, Google Meet, in-person meeting, or custom.
Your form availability Settings.
The first step is to choose your scheduling type. You have the choice between date and time or date only.
Next, choose your scheduling options. You can choose to lock the time zone, best for in-person events, or you can let the invitee select their own time zone.
You also have the choice to set a limited date range.
For your availability hours, you have three options:
You can set it to be fully available, so your calendar for this form is completely open.
You can choose global availability, which will pull the availability from your global availability settings, which you would set from your calendar settings.
You can choose custom availability, which you can set within this form.
Advanced settings
If you choose custom availability, you have advanced settings that you can use to set your time increments and daily limit for the number of events.
You can also set how soon and far out a client can book and provide a buffer.
Meeting Reminders
You can now set up a reminder sequence for this particular event created by this specific form. You can choose and customize the messaging and the timing for each reminder.
For instance, you can set several reminders: one the day before, another an hour prior, and a final one ten minutes ahead of the meeting or event.
The Design Tab
Each form includes a design tab, allowing you to customize its style and appearance And preview how the form will look.
You can choose your form type, whether you want to be a full-page pop-up or a direct embed. You can also decide if you want this to be a multi-step form or if you want to include a review summary.
You can modify the background color, select different text fonts and colors, adjust text alignment, change button color, and choose between a button embed or a direct embed.
The Share Tab
On the share tab, you can find the embed code for this form. You can use this HTML embed code to add this form to your website either as a direct embed or a full-page pop-up. You can also access the form link here:
The Results tab
Under results, you can access all the form data as a CSV file.
