Use "Appointment Form Policies" to customize the information requested when creating an appointment. As an LSC administrator, you can create multiple policies and assign them to different accounts.
Create an appointment form policy
Sign in as an LSC admin, then navigate to "Configuration>Company>Customize".
Select "Custom Forms and Fields".
Select the "Appointment" module.
Choose one of two options:
Create a new policy: select the "Create Appointment Form Policy" button.
Clone an existing policy: open an existing policy, select the three-dot menu in the top right corner, then select "Clone".
In the pop-up, name the policy (required) and add an optional description. When creating a new policy, you can also use the checkbox to clone the fields from an existing form and move its assigned users to the new one.
Select "Create Form Policy". The new policy appears in your list of available policies.
Next steps / Getting more help
After creating the policy, you can edit its fields and assign it to different accounts.
For LSC admins: if a new policy is not appearing or applying to an account, reach out to Boostlingo Support with the policy name and account name. If you are unsure how to reach Support, contact your Account Manager.