Using Web forms to allow only one booking per customer

In some cases it’s preferable that each Customer can only make a single booking. For example, you may offer a free consultation to new prospects, but you don’t wish people to exploit this and request multiple bookings. This allows you to control the time and resources you spend with each of your prospects and prevent accidental duplicate bookings. 

The solution is to put a form in front of the Booking page that will act as “gatekeeper”. The form will filter out customers that have already made a booking and prevent them from continuing to ScheduleOnce.

 Customers who are making their first booking, won’t have to provide any details that they have already provided on the form thanks to Web form integration.

Different third-party forms and custom forms provide this logic in different ways. Typically, the form can filter customers based on a duplicate Customer email address, custom field, or an IP address. 

Firstly you should make sure you’re using Web form integration and that your lead generation form can pass the parameters to the ScheduleOnce Booking page

We will demonstrate a typical solution by using Wufoo forms . First, make sure you have integrated ScheduleOnce with your Wufoo form using URL parameters

In this example your Wufoo form will act as the “gatekeeper” to your Booking page. It should include the Customer name and email fields and pass their content to ScheduleOnce using Wufoo’s templating feature.

Restrict bookings based on a Customer email address

  1. Edit the Wufoo form and open up the email field settings. Enable the option that doesn’t allow duplicate entries and save the changes.

  2. The same setting can be used for alternative fields to prevent duplicate entries. You should only use a field that is unique to each customer.

Restrict bookings based on a Customers IP address

  1. Edit the form and open the form settings. Enable the Entry option that only allows a single entry per IP and save the changes.

Your Wufoo form is now configured to allow one booking per customer. You should use one of the Wufoo sharing options to invite your customers to schedule. Don’t share the ScheduleOnce Booking page directly as this will bypass the additional logic that applies on the Wufoo form step.

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