We want to collect contact information first before allowing users to select a calendar date to book a meeting.
Hi @Isabel_c,
To reverse the order of the meeting scheduler in HubSpot so that you can collect contact information before allowing users to select a meeting date, you’ll need to create a custom form. Unfortunately, HubSpot’s default meeting scheduler doesn’t allow reordering steps, but you can create a workflow using forms to gather information first.
Here’s how you can approach it:
- Create a Form: First, create a HubSpot form to collect the contact details you need (e.g., name, email, phone number).
- Set Up a Thank You Page: After submission, redirect users to a thank you page with a link to your meeting scheduler.
- Embed the Scheduler: Add the meeting scheduler on this page, allowing users to select a date and time after they’ve provided their information.
For more details on creating forms and using meeting tools in HubSpot, visit the HubSpot Knowledge Base.
Best regards!
Hi Himan, we would not want to get a form then a scheduler because it asks the visitor to submit a another form via meeting scheduler. We have done it on our current page and have done testings xtimes and the customer journey is taking too long and based on customer feedback, they dont want to fill out another as they’ve already done so in the beginning