Scheduling with Smartsheet

Nita_Outland · 09/12/18

Hello,

I am new to Smartsheet so I am learning to navigate the various functions. I wanted to know if there is a way to create a form or use the calendar to schedule interviews. I would like to create a form where the individuals will receive the form/calendar with information requesting them to complete the date, time, number, etc. Once they complete it, the information will be saved in the sheet for review.

Any assistance would be greatly appreciated.

Thanks,

Nita

Andrée Starå · 09/12/18

Hi Nita,

Probably yes but it depends on your specific need. Can you tell me more in detail what you need? How do you solve it today?

Best,

Andrée Starå - Workflow Consultant @ Get Done Consulting

Nita_Outland · 09/12/18

Hi Andree,

I am looking to create a form or calendar that contains information such as date, time, contact information. I want this form/calendar to be used as a way to schedule interview and focus group sessions with my clients. Once the form/calendar is created, I want to send it to them so they can complete the requested information. Once they complete the information, I would like for them to submit it and their information is automatically dumped into a sheet. The sheet will contain all of the names and their available dates and times to participate in one of the sessions. The sheet will also contain their contact information they entered.

Can Smartsheet provide this?

Thank you for responding.

Nita

Andrée Starå · 09/12/18

Happy to help!

Yes, is the answer but there are a few different ways to set it up.

Nita_Outland · 09/12/18

Hi Andree,

Can you please provide some guidance? Or is it a video or instruction page I can view?

Thanks,

Nita

Andrée Starå · 09/12/18

I'd happily work with you and help you with setting up a solution.

There are a few different ways to do this, and I need some more information to see what would work best for your particular situation.

Let's start with a free discovery call.

Please e-mail me at andree@getdone.se and well take it from there.

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Andrée Starå · 10/22/18

Hi Nita,

How did it go? Did you manage to get something set up?

Best,

Andrée Starå - Workflow Consultant @ Get Done Consulting

Scheduling with Smartsheet

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