• Login to your dashboard.
• Navigate to Setup > Estimate Request > Forms.
• Click Edit on the form you want to modify.
• Go to the Form Information & Setup tab, then click the Submission sub-tab.
• Locate the Enable Appointment option.
o Choose Yes to activate appointments or No to disable them.
• If Yes is selected, enter the URL of your appointment page, third-party calendar, or booking form.
• If you prefer to use Quotify’s built-in appointment form, follow the next guide.