With a Scheduler template created, we can create an associated form for registrants to fill out.

Each session associated with the template uses this same form: update the registration form and it updates for all associated availability slots.

On the management page for your Scheduler template, select Edit Form.

In the Edit Form page, add form fields as needed to collect required information for the session.

Form scope

A Scheduler registration form’s scope determines who can register, how the form can be accessed, and which fields are required on the form as a result.

To modify the form’s scope, select Edit Properties.

Person- or dataset-scoped

If you set the scope of the interview registration form to Person or Dataset, you need to determine if the form should be accessible to anyone, or only to people with an existing login.

Require a login

If you decide the form should require a login, select Require secure link/login.

If you require login, you don’t need to include matching fields like First Name, Last Name, Email Address, and Birthdate on the registration form.

Allow public access

If you decide the registration form should be publicly accessible, remember to include registration form fields that Slate can use to create a new record or match to an existing record, for example: First Name, Last Name, Email Address, and Birthdate for person records.

Application-scoped

By contrast, Application-scoped Scheduler template forms always require registrants to sign in before they can access the form, so you don’t need to include matching fields like First Name, Last Name, Email Address, or Birthdate on the registration form.

Including Scheduler slots as related events

If events include the use of related events, consider adding Scheduler slots as a related event.

From the form palette, select Related Events Selector.

there is no need to customize the registration form for the Scheduler template or make a unique Event Landing Page since registration will occur through the main event template.

📖 Further reading: Related Events Selector

Form-User merge fields

Consider using Form-User merge fields within the registration form communications. For example, if the user is pre-assigned, an “Upon Registration communication” to registrants can come directly from the host of the appointment or interview.

If users are assigned at a later date, an “Hours before deadline” communication to registrants can contain this information. Also, consider making a separate reminder communication to users that includes a link to the report form {{Form-Report-Link}}.

Next up: Connecting external calendars to Slate

With a template and a form in hand, pave the way for establishing availability by having your appointment facilitators add their calendars to Slate.

➡️ Connecting External Calendars to Slate