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How to Create and Use a Book Group Event Form

Overview

A Book Group Event Form is a form that is associated with a specific event that can be used to schedule multiple clients for the same event. This is commonly used for classes or large group events. This support article will explain how to setup a Book Group Event Form and how to get that link to your clients.

How to Setup a Calendar Type for a Book Group Event Form

The number of clients that can be scheduled for an event is determined by the Calendar Type or Calendar Sub-Type of the event. See the support article How to Create/Edit Calendar Sub-Types for help creating or editing a calendar type. Once you are in the new or edit calendar type window follow the steps below

  1. Click on the Settings tab in the create or edit window
  2. Find the Client Requirements header on the right hand side and click the drop down menu
  3. Select the option that you want to use for this calendar type
  4. Click the Save button

How to Create a Book Group Event Form

Please see the instructions in How to Create/Edit a CloudForm to begin setting up a CloudForm. Once you have followed those instructions you will be presented with the Sample Forms window. Click Book Group Event Form button under either the Book Group Event or Book Group Event With Payment header. Next you will be presented with a sample form that you can edit as needed.

How to Get The Group Form Link

  1. Edit the Event
  2. Click the Open menu option
  3. Click the Open Group Event In Browser menu option

  4. The link will open in your browser and you can copy and paste the link from your browser

How to Create an Email Template for a Book Group Form Event

  1. Create an email template using the instructions here How to Create/Edit an Email Template
  2. Modify the email template as needed
  3. Click in the email template where you want the link to the form to be and go to the Actions tab
  4. Click the Insert Book Group Event CloudBooking Form button
  5. Find the form you have created and click the Select CloudForm button
  6. Select the options for the link
  7. Click the Save button

How to Send a Link to Clients for the Book Group Event Form

How to Send the Email Template from the Clients Component

  1. Go to the Clients component
  2. Select the Clients tab
  3. Click the All Clients button
  4. Select one or more clients you want to send the email to
  5. Click the Group Operations menu button
  6. Click the Communication Options menu option
  7. Click the Email Selected Clients Personalized Email menu option
  8. In the Send Personalized Email window click the Select Email Template button
  9. Find the email template you created for this form and click the Select button
  10. Find the event you want the form to use in the Select Event window and click the Select Event button
  11. Click the Send Emails button

How to Send the Email Template from the Event 

  1. Go to the Calendar component
  2. Select the Calendar tab
  3. Click either the Calendar or Agenda button
  4. Find and edit the event you want the form to be associated with
  5. Click the Email menu button
  6. Click the Email CloudForm menu option
  7. Click the Email Personalized CloudForm menu option
  8. In the Send Personalized Email window click the Select Email Template button
  9. Find the email template you created for this form and click the Select button
  10. Click the Send Emails button