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How To Send & Edit Your Appointment Request Form

How To Send & Edit Your Appointment Request Form

This article will explain how to send your personalized booking form to your customers as well as how to edit the form.

Written by Tanner Mullen

Updated over a week ago

You can send the booking form via our Mobile App or on Desktop. You can edit the form on both as well.

On Mobile

1. Click on Request at the bottom right of the DripJobs app

Click on Request at the bottom right of the DripJobs app

2. Fill in the customer's phone number and hit Send

Fill in the customer's phone number and hit Send

3. Once successfully sent, you will see a confirmation message

Once successfully sent, you will see a confirmation message

On Desktop

1. Click on New Request at the top right of the Sales Pipeline

Click on New Request at the top right of the Sales Pipeline

2. Fill in the customer's phone number and hit Send

Fill in the customer's phone number and hit Send

3. Once successfully sent, you will see a confirmation message

Once successfully sent, you will see a confirmation message

Editing the Booking Form

1. Click on Settings under Management

Click on Settings under Management

2. Click on Booking Form

Click on Booking Form

3. Edit the Booking Form

Edit the Booking Form