Form · Business
Appointment request form template
Instead of a single date box, clients tick the mornings, afternoons and evenings that suit them across the week, so you can offer a slot that works the first time. Anyone unsure which service they need describes the problem instead, and first-time clients are asked how they found you while returning clients skip it.
Try it live
Try it as a respondent
Every question, and where it leads
The conversation
What a respondent is asked, in order.
Hi there! Let's find a time that works for you.
Which service would you like to book?
No problem. What would you like help with?
Have you had an appointment with us before?
Welcome! How did you find us?
How would you like to meet?
What's the earliest date you could come?
Which times usually work for you?
Is there anything that would help us prepare?
Any photos or documents to share beforehand?
How can we reach you to confirm?
How would you like your reminder?
Ends with
Thanks! We'll be in touch 👋
The flow
Where each answer leads. Every route here is editable once the form is yours.
Dropdown
Long text
Yes / No
Dropdown
Single select
Date
Matrix
Long text
File upload
Contact info
Single select
What this template uses
- Dropdown
- Long text
- Yes / No
- Single select
- Date
- Matrix
- File upload
- Contact info
- 7 branches
Questions to consider
- Which services do you offer, and how long does each one take?
- Do you meet online as well as in person, or only one of them?
- Which days and times are you really open, so the grid shows no slots you can't offer?
- Is there anything clients must bring or send ahead of the first appointment?
How to use the responses
Read the availability grid against your diary and reply with one specific time rather than a list, since the client has already told you what works. Anyone who chose the not-sure option needs a short reply recommending a service before you book them. Look at the uploads and context before the appointment, and use the reminder choice when you confirm. Over time, the how-did-you-find-us answers show which channels bring new clients.
How to customize and share it
- 1Replace the services in the first question with your own, and adjust the days in the grid to your opening days.
- 2Remove the meeting format question if you only work one way.
- 3Share the link from your website, social profiles or email signature.
Frequently asked questions
What should an appointment request form include?
The service, when the person is available, how they want to meet, a way to contact them and any context you need to prepare.
Why collect availability instead of one exact time?
A grid of times that suit the client lets you pick a slot that fits your diary too, so you rarely have to go back and forth.
Is this different from an online booking calendar?
Yes. It collects a request that you confirm yourself, which suits businesses whose appointments vary in length or need preparation.
Can clients attach files to an appointment request?
Yes. This form accepts up to three images or PDFs, and they're stored with the response in your dashboard.