Lead Capture Setup: Adding a Preferred Event Date

You have the ability to add a content block to your lead forms to capture the preferred event date for any prospective client. 

To Add/Customize a Preferred Event Date Content Block

1. Log into your Planning Pod account, click on your name in the main menu > Settings.
2. Under the Lead Management heading, select "Lead Capture Forms".
3. Click to open the form to which you intend to add a preferred event date content block. 
4. Select "Add Content Block" > "Preferred Event Date". 
5. In the panel that appears, you have the ability to:
   • Block out weekdays that are unavailable for bookings
   • Set a default event start/end time for your lead form
   • Include and/or require fields for preferred event dates/times
   • Edit the field labels for preferred event dates/times
6. Hit "Save" to add the content block to your lead capture form.