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:
Give your form a title to help you distinguish it from others. This title won't be visible to anyone but yourself. You can add questions that will help you get acquainted with the client's needs before the meeting:
Add an Intro and an Outro so your clients know what to expect going into this meeting. If you want a custom URL for your form, you may edit this as well on the share tab.
After editing the URL you are also able to directly embed this form or add it as a button pop-up on your site. To learn how to embed forms, visit here to find the instructions for your specific website builder.
Make sure to save all this information before sending or embedding your Scheduling form. 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, the form's availability will be based on if you choose full availability, global availability, or custom availability.
When a meeting is scheduled, your calendar will automatically populate the event 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.
