Calendar Customization: Scheduling Variable Lesson Durations

HI I need help,

While I managed to customize the calendar, I noticed that I cannot schedule lessons for 2hrs and 2.5hrs Test Package

Additionally, I'm unclear on how the system will handle client choices for 60, 90, or 120-minute classes, as well as the 2.5-hour driving test package.

and configuring SMS or email reminders for lessons and driving test packages 48 hours in advance. 

kind Regards,

Stefania

Hi Stefania,

Thanks for reaching out to Jotform Support. I'm an AI assistant here to assist you.

Let me help you with customizing your calendar and scheduling options as well as setting up payments and reminders.

Scheduling Lessons and Test Packages:

Jotform's appointment field lets you set appointment slot durations, so you can configure options for 60, 90, 120-minute lessons and a 2.5-hour test package by setting the appropriate slot durations in your appointment settings. This way, clients can choose their preferred lesson length or test package duration when booking.

Handling Client Choices:

The system will handle client choices by showing available time slots based on the durations you set for each appointment type. You can configure multiple slot durations and let clients select the one that fits their needs.

Setting Up Client Payments:

You can integrate payment options within your form to collect payments for lessons and test packages. Jotform supports various payment gateways that you can add to your form to accept payments securely.

Configuring SMS or Email Reminders:

Jotform allows you to set up email notifications and autoresponders to remind clients about their scheduled lessons or test packages. You can configure these reminders to be sent 48 hours in advance. For SMS reminders, you can use integrations with SMS services available through Jotform or third-party tools.

To set these up, you typically go to your form's settings, configure email notifications and autoresponders, and use integrations or widgets for SMS reminders.

If you want, I can guide you step-by-step on how to configure each of these features in your Jotform account.

Give it a try and let us know how it goes.

I need a step by step tutorial to do the above

Hi Stefania,

Let me walk you through the step-by-step process to customize your calendar for different lesson durations, set up client payments, and configure SMS/email reminders 48 hours in advance.

Step 1: Customize Appointment Durations in Your Calendar

1. Open your form in Jotform and go to the Appointment field settings.
2. Set multiple slot durations for your lessons: 60 minutes, 90 minutes, 120 minutes, and 150 minutes (2.5 hours for the test package).
3. Save the settings so clients can choose their preferred lesson or test package duration when booking.

Step 2: Set Up Client Payments

1. Add a payment integration to your form by selecting a payment gateway supported by Jotform (e.g., PayPal, Stripe).
2. Configure payment options for each lesson duration and test package, so clients pay accordingly when booking.
3. Test the payment process to ensure clients can complete payments smoothly.

Step 3: Configure Email and SMS Reminders

1. Go to your form's Settings tab and select Emails.
2. Create an autoresponder email to send clients a reminder about their appointment.
3. Set the autoresponder to send 48 hours before the scheduled lesson or test package.
4. For SMS reminders, integrate with an SMS service available through Jotform or use third-party tools like Twilio.
5. Configure the SMS reminder timing to 48 hours before the appointment.

This setup will allow your clients to choose from different lesson durations, pay securely, and receive timely reminders for their appointments.

Give it a try and let us know how it goes.

I can't do it. I need help from a customer service representative

Hi Stefania,

One of our Support Team members will take it from here to follow up shortly.

thank you

Hi Stefania,

One Appointment field can't have slots with different lengths. However, you can add multiple fields, show them with conditions, and then connect your calendar to block booked appointments. For this to work, you need to add a single-choice field with all durations:

1. While in Form Builder, click on Add Element from the left side of the page.
2. Locate Single Choice element from Form Elements panel and click on it or drag it to add it to the form.
3. Update the field with the appropriate label and options.

After this, add two additional Appointment fields, each with a different slot duration. You'll also have to connect each one with your Calendar. Here's how to do it with Google Calendar:

1. In Form Builder, select the Appointment field, and then click on the Gear icon to open Appointment Properties. 
2. Then, in the menu on the right side of the page, click on the Pencil icon next to Google Calendar. 
3. In the Google Calendar window that opens, click on the Dropdown menu next to Event Title and select the field you want to use. 
4. Next, click on Save. 

If you would like to do it with a different calendar, steps should be similar. The only difference would be the authentication process. By connecting your calendar, once the appointment is booked, it will block all slots from other Appointment fields.

To send reminder emails, you'll have to add email field to your form, so reminder emails will have a recipient. Once you add it, here's how to enable email reminders:

1. While in Form Builder, click on Gear icon next to Appointment field.
2. From the Appointment Properties panel, choose Advanced tab.
3. Enable Send Reminder Emails option.

From here, you'll be able to configure when the email will be sent and its content. The final step would be to create a condition to show the correct Appointment field. Here's how:

1. While in Form Builder, click on Settings at the top orange bar.
2. From the left menu, choose Condition.
3. Select Show/Hide Field.

Configure your first condition like this:

You'll have to create 2 more conditions, one for each Appointment field you have. I've created a quick example form for you. You can check it out here. You can also clone it to your account, so you can see how it was created.

Give it a try and let us know how it goes.

Hi Stefania,

I forgot to mention, I've moved your question about payments to a new thread, to keep things organized. We're working on it, and you'll get a reply soon here.

Reach out again if you have any other questions.