A ready-to-use conversational form

Appointment booking form template

Take appointment bookings with a date and time, and ask each reason the right questions. First visits give background, urgent requests get a call back.

13 questionsAbout 3 min6 branches2 endingsRead the template guide
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Appointment booking

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Your name and the best number to reach you

Let's find you a time.

Your name and the best number to reach you

Phone
+91
A live preview of this template. Answer the first question to begin.

What's inside

Every question, and where it leads

  • Contact info
  • Single select
  • Long text
  • Short text
  • Date
  • Yes / No

The conversation

What a respondent is asked, in order.

Let's find you a time.

1

Your name and the best number to reach you

Contact inforequired
2

What's the appointment for?

Single selectrequiredsplits the flow
3

What would you like to talk about?

Long textrequiredif reason is First consultation
4

Were you referred by anyone?

Short textoptionalif reason is First consultation
5

Date of birth, for your record

Dateoptionalif reason is First consultation
6

Roughly when were you last in?

Dateoptionalif reason is Follow-up
7

What's changed since then?

Long textoptionalif reason is Follow-up
8

Tell us what's happening

Long textrequiredif reason is Something urgent
9

Do you need to be seen today?

Yes / Norequiredif reason is Something urgentsplits the flow
10

When suits you?

Daterequiredif urgent today is The next few days is fine
11

And a second choice, in case that's taken?

Dateoptionalif urgent today is The next few days is fine
12

Anything we should arrange for your visit?

Long textoptionalif urgent today is The next few days is fine
13

How should we remind you the day before?

Single selectoptionalif urgent today is The next few days is fine

Endings

Request received ๐Ÿ—“๏ธ

We'll call you back as soon as we can โ˜Ž๏ธ

The flow

Where each answer leads. Every route here is editable once the form is yours.

A labelled route is taken only by answers matching the label

A little guidance

Make the most of your next ask.

Questions to consider for your appointment booking form

  • How long is each type of appointment, and does the reason list reflect that?
  • What's the fastest you can really call back someone who needs to be seen today?
  • Do you need a date of birth or other ID to find a returning client's record?
  • What hours should the time picker offer, and do they change on some days?

How to use the responses

Check the urgent requests as they arrive and call back the ones who asked to be seen today first. For everyone else, use the reason to set the slot length: a first consultation needs longer than a routine check. Offer the preferred slot if it's free and the second choice if not. Pass the access needs to whoever greets the client, and send the reminder the way they asked.

How to customize and share this template

  1. 1Rename the four reasons to your own appointment types, keeping the urgent one if you handle same-day requests.
  2. 2Set the time window on both date questions to your opening hours.
  3. 3Rewrite the urgent ending with the call-back time you can keep, then share the link on your website and booking pages.

Frequently asked questions

What should an appointment booking form include?

Contact details, the reason for the appointment, a preferred date and time, a second choice and anything you need to arrange for the visit.

How do I handle urgent appointment requests?

Ask whether they need to be seen today and send those people to a separate ending that promises a call back, rather than a calendar.

Can the form ask different questions for new and returning clients?

Yes. First consultations and follow-ups each get their own questions here, and a routine check goes straight to picking a time.

Does the booking confirm automatically?

No. It collects a request with a preferred time, which you confirm yourself, so you stay in control of your diary.

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