Create a «Book an Appointment» Form in 5 Steps

Instead of exchanging emails back and forth with your customers, consider creating an online booking form that can gather all the requests and automatically send out booking confirmations.

In the guide below, I will walk you through the process of creating an online booking form without a single line of code. You can then share the appointment form as a standout page or easily embed it into your website.

The Final Result of the Appointment Form

Take a look at the appointment form that you can create on your own. Click through it to see how it works:

I created this professional appointment form for Marketing Agency (that doesn't exist :)) using a pre-designed template. It took me literally 3 minutes. All templates are fully customizable and can be integrated with other apps. 

If you want to create a similar form with unique elements, check out this guide:

Step 1: Pick a Template

involve.me, the AI quiz funnel builder and a no-code form builder, with built-in email automation, offers an extensive library of templates for quizzes, assessments, calculators, product recommendation flows, landing pages, and forms.

Instead of starting a project from the ground up, you can register and find the online appointment form template that works for you. With the free plan, you can have up to 3 live projects with 100 submissions a month. 

Step 2: Customise the Template 

Once you have selected from the appointment form templates, it is time to customize it. Appointment bookings look different for each business owner. Some might want to include the calendar right on the first page, others might need to ask a couple of open-ended questions to get a better understanding of customers' expectations/ challenges. 

Find a list of content elements (in the involve.me editor). You can use them in your form per drag and drop (or use a search box to find elements). 

 Consider using these content elements to make the booking process easier:

Contact Form

Collect relevant information like first name and last name, and ensure compliance by including agreements related to the processing of personal data.

Also, gather details such as street address and phone number to streamline communication.

Drop Down/ Multiple Choice Question

Streamline the booking process by offering a selection of services or preferences through a drop-down or multiple-choice question.

Social Links/ Social Share

Extend your reach and engagement by incorporating social links, enabling users to connect with you on various platforms and effortlessly share your appointment form with their network of friends.

Collect Payments 

Effortlessly accept one-time or recurring payments for a submission through Stripe or PayPal.

Data and Time/ Schedule Appointments

You have the option to either link your personal calendars such as Calendly or another preferred calendar, such as Google Calendar, or utilize the Date and Time Picker element. This allows your customers to select their preferred time slot for meetings with you.

Short/ Long Answers 

Tailor your appointments to individual needs by providing space for customers to share additional information. 

Page Timer

Add a touch of urgency to encourage timely completion of bookings. The page timer creates a healthy sense of motivation, helping customers finalize their appointments efficiently.

Google Maps

If you have offline meetings, you can  show your exact location using the Google Maps element.

Check Box

Include a checkbox that users can tick to confirm that they understand and agree to your terms and conditions, cancellation policy, etc.

Upload File

If users need to attach documents or files for the appointment, provide an option to upload files.

Step 3: Send Personalized Confirmation Emails

Open Funnel Settings, then Email Notifications, and switch on Follow-up Emails so a personalized confirmation goes out automatically after every booking, even outside business hours. For multi-step booking journeys with reminders and branching by answer, build an Automations workflow with a Send Email action and a Wait Time step.

As participants provide details through the contact form, involve.me automatically sends emails that address them by name and include their booking information. The contact lives on the Contact Timeline with the booking answers attached, so any next email step in an Automations workflow can branch on those answers.

Step 4: Integrate with Your Favorite Apps

If you want to gather contact details and push responses to other apps such as Airtable, Trello, Notion, and Slack, use the Connect tab to send data to your CRM. involve.me ships with native integrations to HubSpot, Salesforce, Zendesk, and more, and the contact also lives inside involve.me on the Contact Timeline so the built-in email automation runs even before the CRM sync.

Find the full list of available integrations here. 

Step 5: Analyze Responses

Inside involve.me, you can view partial responses to help refine your form. This assists in identifying if the form is too lengthy and causing premature closures.

Within involve.me's analytics section, you can access response summaries, completion rates, and breakdowns by device type and demographics.

For forms with open-ended questions in your online appointment setup, AI-Insights can be valuable. Just click the button to analyze all responses and generate a user-friendly report.

The Bottom Line

This appointment request form accomplishes the same tasks as customer service, without any cost. You can encourage customers to book appointments by offering coupons or gift cards (which can be set up in involve.me, including discount calculations for specific services).

The great advantage is that this booking widget can be integrated into various landing pages or shared via email.

involve.me is the AI quiz funnel builder with built-in email automation, best for businesses where every qualified lead is worth hundreds or thousands of dollars. Use it to build quizzes, assessments, calculators, product recommendation flows, landing pages, and forms, then run the follow-up email sequences inside the same tool with the AI Agent, built-in email automation, and integrations.

Create online appointment forms today and streamline your scheduling process effortlessly.