Training Appointment Form Customization

Levi LaClair
Levi LaClair
  • Updated

Fields that you see in the standard appointment form can be reordered and new fields can be added to the form if needed. Here is how to do that:

  • Go to Configuration> Company> Customize>Custom Forms and Fields. Click on the Training Appointment section.

  • “Standard Training Appointment Form” is the default form that will be presented to fill out when creating a Training appointment
  • Clicking on the form will open a Form Policy viewer that you can view and clone, but the Standard Training Appointment Form cannot be edited.
  • If you want to change anything in this form, you can either clone directly from this policy viewer by clicking “...” then selecting Clone:

Or, by creating a new policy:

Creating a Custom Appointment Form allows you to do the following:

  • Remove optional standard fields, or mark them as required 
  • Reorder fields on the form
  • Add custom fields

To add a custom field to the form it needs to be created first. This can be done in Configuration> Company>Customize>Custom Forms and Fields>Fields. More information can be found in this article: Creating a custom Field & Field Types Explained


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