Customizing your request forms in WIZniche makes it easier for you to manage appointment bookings, handle quote requests, and collect customer inquiries, all while ensuring the forms meet your unique business needs. With WIZniche, you can create different types of request forms tailored for appointments or quotes, helping you streamline communication and reduce back-and-forth. Once your forms are set up, you can easily share them via text, email, or even embed them directly into your website, giving your customers a smooth and convenient way to reach out to you. Let's walk through how you can customize, set up, and share these forms to optimize your workflow and better serve your clients.
Accessing the Request Form Settings
To start customizing your request forms in WIZniche, follow these simple steps:
Navigate to Settings:
Open the WIZniche dashboard.
From the sidebar, select Settings.
Go to Request Forms:
In the Settings menu, select Request. You will be presented with four form options:
Text Request
Email Request
Website Integration
Client Hub Request Form
Choose a Request Form Type:
Select the form type that fits your business needs. For example, if you want to customize a form for website use, select Website Integration.
Choosing the Request Form Type: Appointment or Quote
After selecting your desired form type (e.g., Text Request or Website Integration), you will be prompted to choose between two form categories:
Appointment Request Form: Use this to set up forms that allow customers to book appointments.
Quote Request Form: Use this to set up forms for customers to request service quotes.
Appointment Request Form
If you select the Appointment option, you can modify fields to allow customers to book time slots for services, such as consultations or repairs.
Quote Request Form
If you select the Quote option, the form will gather details necessary for providing a service quote, including project details, customer specifications, and attachments if needed.
Customizing the Form Fields
After choosing either the Appointment or Quote option, you will be taken to the form editor. This is where you can fully customize the fields and layout of your request form.
1. Enable or Disable Fields:
You’ll see a list of fields such as Name, Email, Phone Number, Property Address, and more.
For each field, there are toggles to make it Visible or Required.
Visible: Enables or disables the field on the customer-facing form.
Required: Marks the field as compulsory, indicated with a red asterisk (*).
2. Preview the Form:
On the right side of the screen, a Request Preview will show how the form will look to your customers in real time.
Required fields will automatically display a red asterisk (*) for easy identification.
3. Customizing Specific Fields:
Attachments Field: The Attachments field is enabled by default and marked as required. This allows customers to upload files, such as images or documents, which may be relevant to their request.
Date and Time: When enabled, the Date and Time Range fields allow customers to specify when they would like to schedule an appointment or service.
4. Generating a Shareable Link:
At the bottom of the form editor, you will see a Shareable Link that can be copied and shared with customers. This link can be sent via SMS, email, or embedded into your website.
Sharing and Using the Forms
Once your form is customized and ready, WIZniche provides different ways to share it with your customers:
Send Via SMS: Use the text link provided at the bottom of the form editor. Simply copy the link and send it to customers through SMS.
Email Link: Copy the form’s unique URL and send it in an email to your clients for them to fill out.
Embed on Website: For forms like the Website Integration Request Form, you can embed the link into your website, allowing customers to submit their requests directly from your site.
Summary of Key Features
Multiple Form Types: Choose between Text Request, Email Request, Website Integration, and Client Hub Request Form based on your customer interaction needs.
Customizable Fields: Select which fields are visible and required to match your business needs.
Shareable Link: Generate a unique link to share with customers via SMS, email, or website integration.
Real-time Form Preview: See how your form will look to customers as you customize it.
Appointment vs. Quote: Tailor forms for specific business needs, such as appointments or service quotes.
Conclusion
WIZniche’s customizable request forms make it easy to capture essential customer information without needing a phone call. By following the steps outlined above, you can set up and share forms for appointments, quotes, or any other service you provide. Whether you’re using text, email, or website integration, the WIZniche platform ensures that your request forms are professional, efficient, and aligned with your business goals.
For more information on form customization, visit the WIZniche Help Center.