1. Start With A “Payment” Form

With templates, it’s super easy to make great forms fast. When you create a new form, you’ll see all kinds to get you started. There is a “Payment” form pre-filled with the basic fields you’ll need set up for you.  

From here you can add in any additional details you need, finalize payment details, and customize the design of your form

2. Collect Customer Info

Make sure to get the essential information you need to confirm your customers’ reservation before the big day! Generally, this will include your customer’s name, email and phone number at a minimum.  

If you need more information (like the guest names or any event options), you can add in all the fields you need to collect everything beforehand.

3. Select Date/Time

Now for the most important part! Scheduling your event. Customize your radio buttons to include all of your relevant times.

In “advanced settings” (click the little pencil in the corner of the block), you can limit how many people can sign up for a particular time slot. That means you can schedule only 1 person per slot… or 4 per hour… or 50 per day!

To offer signups across multiple days, you can get fancy with conditional fields. (This sounds hard, but it’s actually pretty simple.) You’ll just have your client pick what day they want, then the times available for that day will pop up after. 

You can set up the days available, then the times of each day separately and link those choices in “advanced settings”

Here’s a step-by-step walkthrough on conditional fields!

4. Get Paid

You have enough to do on event day without having to fiddle with receipts or a cashbox. You can let customers get payment out of the way, so that all you have to do on the day of your event is take care of business have fun! 

Adding payment to your form is simple. Just enter your price in the payment block, and your customers can pay online and get a receipt emailed to them. We do not charge any commission fees on your sales, so you get to keep the money you earn!

5. Prepare For Your Big Day! 

Voila! All that’s left is to promote your event and fill up your slots. Definitely promote your event on social media and remember to include a link to your signup form! You can also email former clients and sales leads using your email marketing tool. Don’t forget that you have 100 free emails to send each month for marketing! Organizing and promoting as much as you can online before your event will ensure you get maximum attention and have it go as smoothly as possible. 

If you have any question about how to set up your event form, give us a call! We’ll be glad to help however we can.