Once your Custom Values are entered, your guests will see your logo, colors, and details on the Intake Form, Booking, and Thank You page.

Next, you'll want to go through the web page, questionnaire, and calendar so it works well for your team.

Step 1: The Funnel Pages

You can edit the pages that the calendar and Intake Form are embedded in by going to Sites > Funnels > PODCAST INTERVIEW - GUEST Intake and Scheduling

  • Assign the Domain if it has not already been done.

  • No need to update SEO - this link is shared intentionally and doesn't need to be found by bots.

Guest Funnel

Step 2: The Intake Form

If you'd like to adjust the questions, go to Sites > Surveys and click the Podcast Guest Intake Form.

** Note: if you added the Interview Outline Automation and it's already been set up, and if you want those questions to appear on the guest's outline, you'll need to change the outline and update the Zapier automation or request a customization update add-on service.

Guest Intake Form

Step 3: The Calendar

Be sure that the HOST is assigned to this calendar.

Go to Settings > Calendar

  • Click the 3 vertical dots to the right of the "Podcast INTERVIEW" calendar.

  • Click "Edit"

Update the Calendar

The most important things to update are

  1. On the first "Meeting Details" tab, assign the HOST (only). Do not assign multiple members or the appointments will be assigned to one or the other. If you need another team member added to the invitations, you may want to set up a Zapier automation to do so.

  2. Availability: each setting should be adjusted to block windows of time, frequency, and duration that work for the host.

  3. You don't need to change or add notifications. All notifications are handled in the Workflows.