Improving the client onboarding process is crucial for any fitness business owner looking to offer a personalized experience right from the start. With LeadDec, adding additional questions to your calendar bookings is a simple yet powerful way to gather more information about your clients upfront. This step-by-step guide will show you how to effortlessly integrate custom questions into your calendar setup, ensuring you're well-prepared for each appointment.
Step-by-Step Guide to Adding Custom Questions:
Start with Your Calendar: After logging into your LeadDec account, navigate to the calendar section. If you're setting up a new calendar, choose the "round robin" option for distribution or select your preferred type. Fill in the basic details such as name and description for the calendar.
Initial Calendar Setup: Upon creating your calendar, you'll notice it only requests basic information from clients, such as their name, email, and phone number. However, to gain more insightful information, you’ll want to add additional questions.
Navigate to Forms: To include more questions, head back to the main menu by clicking the "go back" button. From there, select "Sites" and then "Forms." This section allows you to build or modify forms that you can later attach to your calendar.
Create a New Form: You might already have several forms at your disposal, but for this purpose, let’s create a new one named "New Client Onboarding Form." Ensure this form includes all the additional questions you wish to ask your clients during the booking process.
Attach the Form to Your Calendar: Return to the calendar section and find the calendar you’re working on. Click on the "edit" option (it might be represented by three dots or a similar icon). Navigate to the "confirmation" settings, which is typically step three in the setup process.
Select Custom Form: Within the "confirmation" section, you'll find an option for "Custom Form." Select this, and a dropdown menu will appear, listing all your available forms. Choose the "New Client Onboarding Form" or whichever form you intend to use.
Finish and Refresh: After attaching the form, save your changes and exit the edit mode. To see the updated booking process, refresh your calendar page. Now, when clients book a time, they will be prompted to answer the additional questions you've set, ensuring you receive all the pertinent information upfront.
Embracing Efficiency and Personalization:
By integrating custom questions into your calendar bookings, you further professionalize your client onboarding process, enabling a smoother and more personalized service right from the initial interaction. LeadDec's versatile platform makes adding these crucial details not only possible but straightforward, ensuring you can focus more on delivering exceptional fitness experiences and less on administrative tasks.
Ready to customize your client bookings? Log in to your LeadDec account and enhance your calendar today!