Forms DIY: Add a calendar to a form – Finalsite Enrollment

Overview

Welcome to our series of DIY Forms articles!

Pop some Popcorn!

Be sure to check out our collection in the Video Library to learn the basics of form edits!

A couple of reminders before we jump in

Only System Admins and Admins (with any permissions) can access the Forms pages.
Forms are located within the Settings > Forms menu.
The following steps must be accomplished within the Advanced Form Editor.
- Once you make a draft of a form, select Go to Advanced Form Editor from the menu in the Actions column.

Adding calendars to your forms

You can add calendars to a form to allow families to sign up for an event within a form.

Step 1: Within the Advanced Editor, select to add a field from the Actions column, or at the bottom of the page.

GIF of where to select the add a field option within the Advanced Form Editor.

Step 2: In the Type dropdown, select Appointment.

GIF of setting up an Appointment field within the advanced form editor.

Step 3: In the Prompt section, enter a label for the calendar. This is what the parents will see within the form.

Adding a prompt to an Appointment field within the advanced Form editor.

Step 4: In the Calendar dropdown, select the calendar that you'd like to include within the form.

GIF of selecting a calendar in the advanced form edior

The following steps are optional...

Required?: This option will make the question required within the form. This means that parents will be required to answer the question before proceeding to the subsequent pages of the form.
Show/Hide this field based on other fields?: This is where you can add a dependency. It means that whether the question appears on the form depends on the answer given in another field. A common use case of this is the grade field. For example, when adding a question (field) to ask which preschool program families are interested in, you would select this option and then isolate the preschool grades so that the option only shows to the relevant families. We have a whole article on dependencies and filter options that we recommend you check out.

The optional settings when adding a calendar in the advanced form editor.

Saving your Work

Remember to save your changes before exiting the Advanced Editor!

GIF of saving changes to a form within the Advanced Editor

Errors

If you see a red banner at the top of the page it means that there is an error on the page. The error will be described within the message. If you are unable to resolve the error on your end, please connect with support who will be able to guide you.

An example of an error message banner on a forms page

Making Simple Text Edits

After you save your changes, go to the Basic Editor to preview your addition and make simple text edits to the prompt and any other text.

Good to know: Edits made in the Basic Editor save automatically. You won't find a save button in that editor.

GIF of saving an edit in the advanced editor and making an edit in the Basic Editor

Publishing

Your changes will only be live when you publish the form. You can do so from the page where you've made your draft. In the actions column, select the Publish (Make Active) option.

The form history page showing a form draft with the actions column open to highlight the publish option

Additional Resources

Office Hours & Past Session Recordings
Forms DIY: Add a question or prompt to a form (adding fields)
Forms DIY: Add text to a form (Sections, Subsections, and Comments)
Be sure to check out our collection in the Video Library to learn the basics of form edits!