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Randall_Tam
Level 2
September 21, 2016
Question

Appointment booking

  • September 21, 2016
  • 2 replies
  • 5151 views

Hi,

I have a form that collects data for a demo request.  On this form I want a self serve option, if the contact chooses to do so, to pick an available time when they want to view a demo.

Do you know if there is anything that will do this for me?

Thanks,
Randlal

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2 replies

September 21, 2016

I might need more information but what you can do is assign your time field as a select field in the form.  Then add all of the available times manually.

Will this work for you?

Do you need more information?

Randall_Tam
Level 2
September 21, 2016

Hi James,


Thanks for responding.  Basically I am looking for a functionality where off our form, a contact can choose an available time when they can attend a demo.  Hopefully this app will be synced with general outlook/gmail calendar to view all times available.   Kinda of like when you get an email from any sales agent to book a meeting with him based off their availability of their calendar.  Does this help?

Thanks,

Randall

September 21, 2016

Yes, so you can do this in the form.  Just highlight the field in the forms editor then go to 'field type' under properties.  From there pick the 'select' type and edit your values below.

You can then make the email dynamic with the correct ICS file attached:  Include a Calendar Event (.ics) in an Email - Marketo Docs - Product Docs

November 23, 2016

Hi Randall,

Did you make a decision on a tool to use? I am going through vendors at the moment and be good to know if you have chosen one and what your experience has been.

Cheers!

Randall_Tam
Level 2
November 23, 2016

Hi Kara,

Have not really decided yet. For now we are just creating Marketo landing page and letting them pick a date from a drop down list to book them for an appointment.

Thanks,

Randall