The Forms tool is a great way to set up simple mini-sessions for your clients. You can use the Forms tool to set up time slots and a payment option if needed. Follow the steps below to learn how to set up mini-sessions in your Form Builder.
Important Note: We recommend using the PhotoBiz Scheduler for Mini Sessions, check out our guide on how to configure services with custom dates in the scheduler guide for booking mini sessions.
STEP ONE
Log into your PhotoBiz account and click on FORMS in the left-side menu.
STEP TWO
Click on the NEW FORM button to create your mini-session sign-up form.
STEP THREE
You'll have access to all of the form templates we offer here. If you scroll down to the PAYMENT category, you'll find the Mini Session Booking form. Click on SELECT to choose this form and you'll be able to edit the layout and fields to match your mini-session.
STEP FOUR
After you've created your form, you can rename your form for your mini session by clicking on the text box at the top of your form.
You can add a Form Tag to your mini session form so that you can easily re-market to your customers with email marketing.
From there, add and customize your form fields for the information you need to collect from your mini session customers.
STEP FIVE
Edit your time slots.
You'll find there are already time slots configured on the MINI SESSION BOOKING form so you can easily edit these to suit your needs. Click on the pencil and paper icon at the top right of the details block and then click on ADVANCED.
After you click on ADVANCED, click on the CHOICE TITLE for the field you wish to edit the choice:
- TITLE: Enter the mini session start time
- QUANTITY: Enter the number of sessions you can do during this time frame, the default setting on this will be 1, however you can change this to whatever number you prefer or leave it blank for unlimited submissions.
You can also add or delete any time slots you need to in this section.
One you've access the time slot you wish to edit, you can change the mini session start time. You can leave the ADDITIONAL FEE and CONDITIONAL FIELDS blank.
After you've entered the TITLE and QUANTITY, click on SAVE CHANGES.
Continue adding choices until all your available time slots have been added. Make sure you've entered the time and the quantity for each choice. When this is complete, click on GO BACK to return to the form builder.
STEP FOUR (optional)
Add a Form Payment block to accept payments for your mini session.
The last step to finish your Mini Session form is to set up your FORM PAYMENT.
Click here for a step by step guide on setting up a form payment.
For more examples and advice about Mini Sessions, click here.
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