Let your client decide how you'll meet

Follow this guide to give your client the choice on how they will meet with you. All communications with them will display only details of the meeting connection they choose. 

In this article:

Customized meeting details using Appointment Types
Customized meeting details based on the booking form

Customized meeting details using Appointment Types

Using our Appointment Types feature, you can give your client an option of different types of meetings, so they know exactly how they'll meet with you. 

In your booking page settings, navigate to Times & Availability > Appointment Types, and turn on the feature. Then create a different entry for each different way they can meet with you. 

You will refer to their selection using the shorthand code {TYPE-NAME}, which represents the appointment they've selected.

Under Notifications > Actions, you'll create a conditional statement for each possible Appointment type, and the email will display the correct information based on their selection. 

Once you've formulated your conditional statements you can copy and paste them into reminder emails and optional SMS. 

{IF}{TYPE-NAME}{EQUALS}Zoom consultation{THEN} I'm looking forward to speaking with you on Zoom via this link:{ZOOM} {ENDIF}

{IF}{TYPE-NAME}{EQUALS}Google Meet consultation{THEN} I'm looking forward to speaking with you on Google Meet via this link:{GOOGLEMEET} {ENDIF}

{IF}{TYPE-NAME}{EQUALS}Phone consultation{THEN} I will call you at the number you've provided: {PHONE} {ENDIF}

In your calendar event ( Notifications > Calendar Events) select No location, and add the same conditional statements to the body of your calendar event. 

Customized meeting details based on the booking form

Add a multiple choice question on your booking form to ask how your booker would like to meet. 

Set a unique shorthand code for this question that you will use in your conditional statement.

You will refer to their selection using the shorthand code you've set on your booking form, which represents the appointment they've selected.

Under Notifications > Actions, you'll create a conditional statement for each possible option, and the email will display the correct information based on their selection. 

Once you've formulated your conditional statements you can copy and paste them into reminder emails and optional SMS. 

{IF}{MEET}{EQUALS}Zoom{THEN} I'm looking forward to speaking with you on Zoom via this link: {ZOOM} {ENDIF}

{IF}{MEET}{EQUALS}Google Meet{THEN} I'm looking forward to speaking with you on Google Meet via this link: {GOOGLEMEET} {ENDIF}

{IF}{MEET}{EQUALS}Phone{THEN} I will call you at the number you've provided: {PHONE} {ENDIF}

{IF}{MEET}{EQUALS}In person{THEN} We will meet at my office: 123 Main St, Anytown. Please call me if you need further directions. {ENDIF}

In your calendar event ( Notifications > Calendar Events) select No location, and add the same conditional statements to the body of your calendar event.