If you are using Bloom for the sole purpose of scheduling meetings with clients or need to book a meeting with a client prior to beginning work on their project - the Scheduling Form is the most optimal form Bloom has to offer for this purpose:

  • Head to Settings > Forms > New Form > Scheduling Form:

  • Give your form a title for your own distinction purposes. This title won't be visible to anyone but yourself. Make sure to organize your flow of the form and add any additional entries to the flow - such as questionnaires and anything else that will help you get acquainted with the client's needs before the meeting:

  • Add an Intro and Outro so your clients know what to expect going into this meeting. If you want a custom URL slug for your form you may edit this as well:

  • After editing the URL you are also able to directly embed this form or add it as a button pop-up on your own site. To learn how to embed forms visit here to find the instructions to your specific website builder.

  • Make sure to save all this information before sending or embedding your form scheduler. After you've saved the form, make sure to preview the look of your form so everything looks correct:

  • When a client schedules an event through this form, Bloom will show them the same availability you have set for your other events. Any meeting scheduled through this form is automatically scheduled to last one hour. We are currently working on making this timing more customizable. However, at the moment it is set to a one-hour standard:

  • When a meeting is scheduled, your calendar will automatically populate your calendar and block out that hour. You can always change your availability or edit the meeting time in the calendar settings of this event:

  • Your client will automatically receive a confirmation email regarding the booking as a reminder for the meeting. If you want to make sure your clients receive another reminder the day of or right before the meeting - you can always create email automation for that tied to this specific form:

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