When a reservation is made through the form, add the customer information to the database and also add the event to Google Calendar.

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■Overview

When a response is made to the Yoom form, information is added to a Google Spreadsheet, and an event is added to Google Calendar.

Preparation

・It is necessary to register (link) with the apps to be used in advance. Below is a reference guide for linking.

*There may not be a detailed guide available for apps that can be linked simply. https://intercom.help/yoom/ja/collections/3041779

・To set the end time in Google Calendar, it is necessary to calculate the end time from the start time using a function in the spreadsheet.

*In this case, a function is set to obtain the time one hour after the start. Depending on the function settings, it is also possible to set 30 minutes or more than an hour.

*The spreadsheet where the function is actually set (view-only access. Please copy if you wish to use it.) https://docs.google.com/spreadsheets/d/1R3J9RioMYRQvRJEhyaYcUo4y5QKCOVC9C-O6Y5JYWnA/edit#gid=0

*The spreadsheet where the information is actually accumulated (view-only access. Please copy if you wish to use it.) https://docs.google.com/spreadsheets/d/1S6hPaHFNbRjRJ-lnYye8XOKou_sXGnEJdCenxBaFPkI/edit#gid=0

Creation Method

① Select the form trigger, set the following, and save.

・Each question item: Set items such as name, contact information, desired date, and time for the reservation form.

・Obtained values: You can enter demo values on the next page. Please enter demo values as they will be used in the subsequent test.

*There is no data type for time, so set it in text format and provide an explanation like "Please enter in the format of half-width numbers and : like 15:00" in the description field.

*For details on form settings, please refer here. https://intercom.help/yoom/ja/articles/8009267

② Press the + mark under the trigger, select Google Spreadsheet from the operation to link with the app, set the following, test, and save.

・Action: Enter value in cell

・Spreadsheet ID: Click the field and select the spreadsheet prepared in advance with the function from the displayed candidates.

・Sheet name: Click the field and select the target sheet from the displayed candidates.

・Target cell: Set the cell to enter the start time obtained from the form. In this example, it is set to A2.

・Value: Embed the start time obtained from the form in ① like {{○○}}. (Embed the output)

*The end time is required when setting up Google Calendar later. This is necessary to calculate the end time from the start time using a function in the spreadsheet.

*For embedding the output, please refer here. https://intercom.help/yoom/ja/articles/8223528

③ Press the + mark, select Google Spreadsheet from the operation to link with the app, set the following, test, and save.

・Action: Get value

・Spreadsheet ID: Click the field and select the spreadsheet prepared in advance with the function from the displayed candidates.

・Sheet name: Click the field and select the target sheet from the displayed candidates.

・Range: Set the range of the cell where the end time is reflected by the function. In this example, it is set to B2.

・Direction: Select the column direction. This operation allows you to obtain the end time reflected by the function.

④ Press the + mark, select Google Spreadsheet from the operation to manipulate the database, set the following, test, and save.

・Execute action: Add record

・Spreadsheet ID: Click the field and select the spreadsheet prepared in advance for accumulation from the displayed candidates.

・Sheet name: Click the field and select the target sheet from the displayed candidates.

・Table range: Specify the range including the column names. In this example, it is set to A1:F.

・Values of the record to be added: The column names will be displayed, so embed the values obtained from the form in ① in the appropriate column names like {{○○}}. Also, embed the end time obtained in ③ like {{○○}}.

*For the definition of the table range in Google Spreadsheet, please refer here. https://intercom.help/yoom/ja/articles/8703465

⑤ Press the + mark, select Google Calendar from the operation to link with the app, set the following, test, and save.

・Action: Create event

・Calendar ID: Click the field and select the ID you want to reflect from the displayed candidates. (Usually, it will be the address of the Google account)

・Event title: Enter the title of the event. It is also possible to embed the value obtained from the form in ①.

・Event start date: Embed the date value obtained from the form in ① like {{○○}}.

・Event start time: Embed the time value obtained from the form in ① like {{○○}}.

・Event end date: Embed the date value obtained from the form in ① like {{○○}}.

・Event end time: Embed the end time value calculated by the function obtained from the spreadsheet in ③ like {{○○}}.

・Event description (optional): Enter an optional description. It is also possible to embed the value obtained from the form in ① as follows.

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Questions for the day・{{Questions you want to ask on the day}}

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