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Calendars and slots

Pour :Administrateur
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View of the calendars and slots page

A calendar in Unisoft is a list of dated slots that your visitors can book from a form. Each slot is defined by a date, a time and a capacity (maximum number of bookings).

It's the ideal tool for any form involving a time selection: appointment booking, course session registration, workshop seat reservation.

Typical use cases​

CalendarCommon configuration
Appointment with the Rabbi1 slot of 30 min every hour over 3 half-days, capacity = 1
Thursday evening Talmud class1 slot per week, capacity = 25
Purim cooking workshop3 sessions in the week, capacity = 12 each
Guided tour4 slots in the day, capacity = 8
Children's audition for the choir1 slot of 15 min every 20 min, capacity = 1

Where to find the calendars​

Calendars have their own route in the backoffice: /app/forms/calendar.

The page lists all your calendars with their main columns:

ColumnContent
Creation dateDate in DD/MM/YYYY format
NameCalendar label
FormForm to which this calendar is attached
ActionButton to edit the configuration
SlotsPurple button (calendar icon) opening the slot management (/app/form/calendar/slots?id=...)

Anatomy of a calendar​

ElementDescription
NameVisible label (e.g. "Rabbi Appointment β€” September 2026")
Attached formEach calendar is associated with a form
SlotA dated time range with capacity
CapacityMaximum number of visitors who can book this slot

Create a calendar​

Two ways depending on what you have at hand.

  1. 1

    Open the form profile

    From the list (/app/forms/list), click the eye icon to open the profile.

  2. 2

    Click Link a Calendar

    In the right column, you find a Calendar card with a Link a Calendar button. This button opens the creation of a new calendar directly attached to this form.

  3. 3

    Fill in the calendar name

    Give a descriptive name (e.g. "Talmud Class β€” Fall 5786").

  4. 4

    Save

    The calendar is created and linked to the form.

From the Calendars page​

  1. 1

    Open the Calendars page

    Go to /app/forms/calendar from the Forms module sidebar.

  2. 2

    Click New calendar

    Button at the top right.

  3. 3

    Fill in the name and form

    Choose the form to which this calendar should be attached.

  4. 4

    Save

    The calendar is created, with no slots.

Add slots​

  1. 1

    Open slot management

    From the calendar list (/app/forms/calendar), click the purple button (calendar icon) in the Slots column to open the page /app/form/calendar/slots?id=....

    You can also access it directly from the form profile via the Edit Slots button (Calendar card in the right column).

  2. 2

    Click Add a slot

    Button in the action bar. A window opens.

  3. 3

    Set the date, time and duration

    Fill in the date and start time, as well as the duration if applicable.

  4. 4

    Set the capacity

    Indicate how many visitors can book this slot. Set 1 for an individual appointment, 20 for a course session, etc.

  5. 5

    Save

    The slot appears in the calendar list. Repeat for all the slots to offer.

Behavior on the visitor side​

When the visitor opens the form:

  • They see the list of available slots with date and time
  • Full slots are marked as such and cannot be selected
  • Once a slot is chosen and the submission validated, the remaining capacity decreases by 1
  • If all slots are full, a message indicates "No slots available"

Reservation tracking​

From the form profile, the submissions view displays a collapsible panel with the calendar and a filter by slot. You can thus isolate submissions linked to a specific slot to prepare a sign-in sheet.

See Manage submissions.

Special cases​

Edit capacity after bookings​

You can increase the capacity of a slot at any time (open additional seats). However, decreasing the capacity below the number of current bookings will not delete existing bookings, but no new ones will be accepted.

Combine a calendar with a paid form: the visitor chooses their slot and pays in the same submission. The booking is confirmed only after receipt of payment if you have enabled Submissions are validated only after payment (useful to limit no-shows).

Multi-organization calendar​

Each calendar is attached to one organization. If your account manages multiple associations, create the calendars separately in each.

Best practices​

  • Name your calendars explicitly with the period concerned ("Rabbi Appointment β€” September", "Talmud Class β€” 5786")
  • Plan a margin between two slots to avoid delays (create your slots with a 5-10 min buffer)
  • Associate an email template of confirmation to remind the visitor of the booked time
  • Monitor the filling regularly during the booking period
  • Archive old calendars once the period has passed to keep a clean list

Going further​