This guide applies to:

  • Basic Edition
  • Plus Edition
  • Pro Edition
  • Business Edition

Introduction

Use Formidable Forms to create complex appointment booking forms using Simply Schedule Appointments (SSA).

With Formidable Forms you can make booking forms that include conditional logic and so many more advanced fields.

Potential Use Cases:

  • Direct visitors to specific appointment types based on their information
  • Custom confirmation pages after booking

What You Need First

Premium Version of Formidable Forms. Including their Basic, Business, or Elite plan.

Go through the Setup Wizard in SSA and finish setting up your Booking Calendar rules and styling.


Using the Appointment Form Field in Formidable Forms

Go to your WordPress Dashboard > Formidable > Add New to create a new form for booking appointments.

Make sure to include the basic fields that SSA requires to log appointments:

  • Name
  • Email

You could also create other fields to collect customer information for the appointment. SSA should be able to collect this information too. So, feel free to use Checkboxes, Radios, Phone Number, etc.

Adding the Appointment field to a form

Now, add the Appointment field to your form to let people choose a time slot. Find it under Advanced Fields > Appointment.

The Appointment field settings let you choose whether you’d like to display all the Appointment Types or a specific Appointment Type (assuming you’ve created multiple Types in the SSA admin page).

Choosing a Specific Appointment Type for the form

After that, you should be able to add your form to any WordPress page or post. Use the Formidable Forms’ shortcode or block.


Booking a Time Slot with Formidable Forms

Visitors will use your form to enter their information and choose an Appointment Time Slot.

When they choose a time slot, they’ll see a confirmation of their time. After they’ve filled in the required details and chosen a time, they can submit the form.

Booking a time slot with a basic form

Managing the Booked Appointments

When you view the entry in the Formidable Forms, you’ll see a summary of the details.

In SSA, you should see the all the Formidable Forms field details along with a link to view the entry in Formidable Forms.

Viewing appointment details

Cancelling Formidable Forms Appointments

To cancel an appointment, go to WordPress Dashboard > Appointments > Click on the Appointment you’d like to cancel > Click Cancel this Appointment > Confirm Cancellation.

The entry in Formidable Forms will need to be deleted separately, canceling in SSA doesn’t affect those entries.

Canceling an appointment through SSA, makes sure that the time slot is opened again on the Booking Calendar.

Appointments can’t be canceled or deleted from the Formidable Forms entries page. If you delete an entry, SSA will still hold the record of the appointment.


Overhead Calendar View of Booked Appointments

The Appointments fields is not yet compatible with the Views feature in Formidable Forms.

If you’d like to have a Calendar View of your booked appointments, you could sync SSA with Google Calendar.


Sending Customer and Admin Notifications

You could use either Formidable Forms or SSA to send your clients notifications.

We recommend using SSA to send text message or email notifications. Since this will make sure that you can send:

  • clients a unique cancelation/rescheduling link
  • tailored emails depending on the Appointment Types booked
  • you and your clients get cancelation emails

Or, if you’d like to keep all your emails with Formidable Forms, here are some guides to setting up text message or email notifications.

Just remember, that if you use Formidable Forms for the notifications, you must disable the default email notifications in SSA. They are setup to automatically send once you finish the Setup Wizard.


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