The Self-Book feature lets someone viewing your Calendar sign up for an Event on your Calendar, suggest an Event, or reserve a chunk of time on your Calendar. When a Visitor books an Event on your Calendar, they fill out a Self-Book Form that sends you information about the visitor and the Event they are booking. When you customize a Self-Book Template, you are able to choose a Self-Book Form to use with the template, and you can create your own customized Self-Book Forms, too.
Creating a Customized Self-Book Form
To create a Customized Self-Book Form, go to the “Self-Book” Dashboard (via the button in the blue bar above your calendar) and the click on the “Manage ‘Self-Book’ Forms” button in the upper right hand corner. This will take you to the Self-Book Form Editor.
In the Self-Book Form Editor, You can either create a new form from scratch (by choosing the “New Form” option the “Select Form” drop-down menu) or choose to make and customize a copy of an existing form. For beginners, it’s recommended to start from an existing form to get to know the parameters available to work with in creating a form.
Every change made while editing a new Self-Book Form appears live on the right side of the screen to give you a preview of what Calendar Visitors would see when using this form. Not only can you add to and rearrange the order of the fields that appear in your form, but you can edit the content each field receives by changing its Field Type.
The two kinds of Field Types to add to your form
- Event Field Types collect information about the Event associated with the booking from your Visitor. Information from these field types will be displayed on your Calendar.
- Custom Form Field Types collect information about the visitor sending in the booking. Information from these field types will not be displayed on your Calendar.
Feel free to take some time exploring (and testing) the variety of options available in Customized Self-Book Forms. Just click on “OK” to Save your changes, and you can always return to make more edits by selecting an existing form in the Self-Book Form Editor.
Learn more about how to enable your new custom templates in your calendar.
Learn more about Self-Book in the Setting up Self-Book solutions folder.