Web form as a filter

In some cases, it's desirable that Customers schedule only if certain conditions are met.

For example, you might want to stop a returning customer from making more than one booking, or force them to provide data in a certain format before they are allowed to make a booking.

By placing a form at the beginning of the scheduling process, you can use the form as a gatekeeper. The form can provide an additional layer of logic to filter out customers who shouldn't be allowed to make a booking.

Customer data is passed from your web form directly to ScheduleOnce. Prospects provide their details in your web form and will not have to do so again in the ScheduleOnce booking form.

This is a flexible feature that can be configured to fit different business cases:

Single booking per Customer

Only allow a single booking per Customer. Prevent your Customers from scheduling with the same email or IP address more than once. See the single booking per Customer article

Password-protected Booking page

Keep your Booking page private by requiring a password to make a booking. See the password protected booking page article

Validate data received from your Customers

Make sure your Customers provide their information in the appropriate format. For example, you may want to ensure their phone number includes only digits. See the validating data article


Was this article helpful?
Thank you for your feedback!