Scheduling with TidyCal

Integrating TidyCal with your forms allows you to manage bookings directly, streamlining scheduling and enhancing productivity. Use this integration when you want to offer booking options within your forms.

Before you start

• Ensure you have a TidyCal account.
• Have a form ready in the application. If not, refer to [Creating Your First Form].

Steps to integrate TidyCal

1. Log in to the application.
2. Navigate to the "Integrations" section using the sidebar menu.
3. Select "TidyCal" from the list of available integrations.
4. Follow the prompts to authenticate your TidyCal account.
5. Once authenticated, choose the form you want to integrate with TidyCal.
6. Configure the booking settings as needed, such as available times and booking limits.
7. Save the integration settings.

Example

Here's an example of how your form might look with TidyCal integrated:

Form Title: Client Consultation Booking

Form Fields:
- Name: [Text Input]
- Email: [Text Input]
- Preferred Date: [TidyCal Booking Widget]
- Additional Notes: [Text Area]

Booking Settings:
- Available Times: Monday to Friday, 9 AM - 5 PM
- Booking Limit: 1 hour per session

If something goes wrong

• Authentication Fails: Ensure your TidyCal credentials are correct and try again.
• Booking Widget Not Displaying: Check if the form is saved and refresh the page.
• Unavailable Times: Verify your TidyCal settings to ensure availability matches your form configuration.