Access to "Additional Info" field in custom forms!
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Bretton Hammond
This is important if you book appointments online, use Google Cal sync, operate in the home service industry and/or capture unique info from customers
Imagine this, you or your client book appointments online and you need to capture at least one unique piece of information during the process. It could be a ticket number, an address, their birthdate or coffee order. As soon as you build a custom form to capture this info and assign it to your calendar, you lose the ability to collect and automatically populate an appointment description within the calendar booking, where it was intended. OR, if you need to capture and populate the appointment with specific instructions (description of ticket issue, turn by turn directions, allergies, etc.) within this appointment details text box, you have to use the default form, otherwise build custom fields and capture this information under the Contact, General or Additional info tabs.
Here is how the fields are currently defined.
"Additional Information" - The field title in a calendars default booking form within HighLevel.
"Appointment Description" - The field within an appointment, populated by the Additional Information field.
The default contact form has the included "Additional Information" field that populates whatever is entered, into the "Appointment Details" field within a calendar appointment (both in HL and Google Calendar). This is the ONLY way to automatically populate content to this field when a customer is booking in online. As soon as you create a custom form, this field is no longer accessible and the field within the calendar appointment is not functional (unless manually entered for every appointment).
What we really need is access to this functionality within the custom form builder (the same that already exists for address, zip code, date picker, etc.) with a pre-made "Additional Information" text box, so we can properly utilize the "Appointment Description" function within the HighLevel and Google Calendar.
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Leslee Mcelrath MD
Seriously need this functionality
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Bretton Hammond
Leslee Mcelrath MD I have had meetings with the head of calendars and forms, as well as with some dev teams and they make it seem like this is an impossible task which seems bizarre to me.
I've figured out a way to re-title the default form to repurpose this additional details text field, but I am still struggling with not being able to simply add something like an address field along with the appointment description.
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Leslee Mcelrath MD
Bretton Hammond I found how to do it. You have to go to the additional notes section under the Notifications & Additional Options tab. From there you can add the additional notes. For the system to populate the answers to your form questions, you have to go to custom fields and grab the unique key that is connected to the question. You will have to title it something yourself so that you know what question is being answered, but this work around puts the information into the google calendar notes area. I've tested it out and it's nice, not as nice as how Acuity does it, but it's serviceable for my needs. Hope this helps.
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Bretton Hammond
Leslee Mcelrath MD yes, that is a good option to show those details in the Google Calendar. But unfortunately, that section doesn't also populate in the HL calendar appointment. So if a customer is using the HL cal as their primary for scheduling, you still can't access these details.
The appointment details above the "========" in the Google Calendar is the only field that shows both in Google Cal and HL cal.
It seems so backwards.