Shouldn't you have a shared agenda?

  • Profile Image
    consitaperth
    Asked on December 15, 2020 at 11:06 AM

    Hi guys,

    I hope this will reach the right person/department and nobody will get crossed because of me.

    I was only wandering, with all the good stuff and apps that keep coming up from JF, shouldn't you guys also have some sort of a shared agenda, very neat and simple, that we could use in our office to get an immediate idea of who's going to be busy with what, when and how much?

    I'm talking about something like Google calendar, which unfortunately we cannot use any more...

    thank you very much for your time and help in this.

    EM



  • Profile Image
    Ashwin
    Answered on December 15, 2020 at 12:38 PM

    I am not sure if I have understood your question correctly. Please note that we already have integration with Google calendar. Are you having any issue with Google Calendar integration, or you are looking for Google Calendar alternative?

    Please note that you can build a simple form with start date /time and end date/time field and then add "Calendar View" in Jotform tables. It will create a table where you will see all the events. Please check the screenshot below:

    1608053783_5fd8f41761f2b_dateCalendar.gi

    You may also like to take a look at the following guide which should help you: https://www.jotform.com/help/1006-how-to-add-a-calendar-view-in-jotform-tables

    Hope this helps.

    Do get back to us if you are having any issue with Google Calendar integration and explain the issue a bit more in detail, and we will take a look.

    We will wait for your response.

  • Profile Image
    consitaperth
    Answered on December 16, 2020 at 01:33 AM

    thank you Ashwin,

    meantime I managed to set up a preliminary version of the OFFICE calendar we were hoping to share. Will see how the sharing goes, whether we can use this with no issues or whether we need some help from your end.

    Could you please confirm that JF also has some sort of application that we could use to manage our bookings?

    I mean:

    a booking system to manage all our customers who visit us every day. Do you also provide an app that could serve the purpose? We have 3 service providers on our site and about a dozen types of services to provide.

    What we cannot find is a way to respond to our customers (most of whom are currently sending an e-form to request a service from us) by sending them a link to book an appointment themselves, once we’ve verified with their e-form that all the documents they intend to bring to the counter are absolutely correct and complete, as, in the negative, it would be just a waste of time for both parties if we continue to allow them to come to the counter with inadequate documentation.

    Please note that, in case you don’t have such an application yet, it would really make Jotform the top of the bunch even more, cutting the grass from a lot of your competitors’ feet!

    I hope I have made myself clear and that you’ll get back to me very soon with a comprehensive, exhaustive, helpful reply.

    Warm regards

  • Profile Image
    Vanessa_T
    Answered on December 16, 2020 at 03:00 AM

    If I understand your workflow correctly, your users will be filling out your form and passing all the necessary requirements.

    Then you will review their submission, and once it is complete, you would then want them to be able to book an appointment.

    If this is correct, please see this guide to create a process workflow:

    A-general-approach-on-building-an-approval-process-workflow

    Then, I suggest you add a Multiple Choice field where you will specify if the requirements are complete.

    Then add an Appointment field that will only be shown when the user is editing the form and approval status is complete.

    How-to-Show-or-Hide-Fields-Base-on-User-s-Answer

    If you have further questions, kindly share with us the URL of the form that you're working and any questions you have.

    Where-to-Find-My-Form-URL