How to Set Up Appointments Through the Web Form
Step 1: Open Web Form Settings
Go to Settings in the lower-left corner, then select Web Form under Customization.
Step 2: Copy the Web Form Link
Click Copy Lead Form Link in the upper-right corner and share the link with the person who will use the web form.
Step 3: Enter the Lead’s Phone Number First
When using the web form, always enter the lead’s phone number first before adding any other details.
Important: If other information is entered before the phone number, it will not be saved.
Step 4: Add the Lead
Complete the required lead information and click Add Lead to save the lead in REsimpli.
Step 5: Reopen the Lead Through the Web Form
Search the same phone number again in the web form and select the existing lead from the popup.
Step 6: Create the Appointment
Click Add Appointment, then:
Select the appointment type
Choose the date and time
Assign the user
Select the time zone
Add reminders if needed
Step 7: Save the Appointment
Click Save Appointment to complete the setup.
Step 8: Contact Support if Needed
Use the Help Desk icon in the lower-left corner for chat, email, SMS support, or to schedule a support call.