For scheduling an appointment and events with clients or any customer, it is best to let your clients choose the time and schedule a meeting rather than you send emails and trying to pick the perfect slot that works and fits in everybody’s schedule. Creating a scheduling poll in google forms for appointments with clients is an easy, effective and convenient way. Google Forms scheduling poll is perfect for scheduling appointments as it is a centralized platform and works best for all your appointment scheduling. By keeping track of appointments and using Google Calendar, it is easy to share access to forms with the clients.
The scheduling polls or surveys are easy to manage, create or share with clients. Like the Duocloud Free Online Document Creator, which allows users to easily convert Google forms or spreadsheets to customized Documents with just a click. Scheduling polls prevents confusion or conflict of interest and ensures everybody is on the same page.
Here is How You Can Schedule Surveys Using Google Forms:
Create a New Google Form
In the first step, navigate through the Google form. Now create a new Google form by clicking on ‘Start a new Form.’
Add Title and Description.
Once you know how to create a survey using Google Forms, it is crucial to know how to schedule a survey. After the above step, you must add a title and description to your event. Give your form a suitable title and description for the event for which the scheduling poll is created.
Make Changes in the Setting.
Before any questions are added to the survey, ensuring the setting is perfect is crucial. For this, toggle from the ‘question’ to the ‘setting’ tab. In the ‘Responses’ setting, turn on the ‘Collect email addresses’, which is important for effective communication.
Now Let Google Survey Forms Create a Scheduling Poll.
Once the setting is appropriate and in place, you can add relevant questions to the survey. As this survey is to match the time slot and schedule appointments, the below questions can be asked:
• Are you keen on attending this event?
• Select the preferred time to attend the event.
After the relevant questions are added to the Google form, add these questions to your scheduling poll. To add new questions, click the ‘Add questions’ button. Later add the multi-choice question option.
Consider Using Conditional Logic Branching.
When you use the Google form create survey free feature, adding sections that can be ‘yes or no’ or ‘available or unavailable’ is recommended. Add different sections for user convenience.
Finishing the Form and Sending It to the Respondents
After successfully creating a scheduling poll, send it to the respondents. Click the ‘Send’ button in the top right corner for that.
Scheduling surveys is an excellent way to find the perfect slot for event attendees. This helps to plan the event properly and ensure there is no confusion and that everybody is on the same page. The next step may be converting these Google forms to documents which can be done using Duo Cloud’s document generator. Get started with automatically generated documents with the document creator plugin, which is easy to use and customized with a wide range of templates.