Sales Hub Tools

KBoyer1
Contributor

Scheduling page and detailed form

SOLVE

I am looking to have a scheduling form with a detailed form for people to fill out. 

This will live on a page specifically about booking a meeting, so I don't want to go form first then scheduling page which I have found the ability to create. I also believe this way will be more engaging for users.

 

Adding the fields to the scheduling page is an option, but I am unable to change the field labels and it gets quite long and messy.

 

I am happy for it to be a 2 step process.


Thank you

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1 Accepted solution
KhushbooP11
Solution
Participant

Scheduling page and detailed form

SOLVE

Hi @KBoyer1,

In order to do this, try these steps:

1. Include all the fields you want, using clear and simple labels to keep it easy to fill out.

2. Place this form on the page dedicated to booking meetings. This way, users complete the form first, which feels more engaging.

3. In the form settings, choose the option to redirect users to your HubSpot scheduling page after they submit the form. This creates a smooth flow from filling out the form to booking a time.

I hope it helps, let me know if you need to talk!

Khushboo Pokhriyal

Growth & Operations

GroRapid Labs

LinkedIn | 9315044754 | Email | Website

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2 Replies 2
KhushbooP11
Solution
Participant

Scheduling page and detailed form

SOLVE

Hi @KBoyer1,

In order to do this, try these steps:

1. Include all the fields you want, using clear and simple labels to keep it easy to fill out.

2. Place this form on the page dedicated to booking meetings. This way, users complete the form first, which feels more engaging.

3. In the form settings, choose the option to redirect users to your HubSpot scheduling page after they submit the form. This creates a smooth flow from filling out the form to booking a time.

I hope it helps, let me know if you need to talk!

Khushboo Pokhriyal

Growth & Operations

GroRapid Labs

LinkedIn | 9315044754 | Email | Website

0 Upvotes
KBoyer1
Contributor

Scheduling page and detailed form

SOLVE

The page this will be on, is specifically about booking a session with the team, so I feel the scheduling part needs to go first. Happy to have the name, phone, email in the first instance, but the rest of the form will need to be post setting the meeting.

0 Upvotes