Booking / Appointment Request

Orders

Enable clients to request appointments by selecting a service and preferred time.

8 input fields · Traditional mode

When to use this template

A booking request form is the right tool when your appointments are not pure self-serve scheduling — when you need to vet new clients, confirm complex availability, or hold the calendar manually. Calendly works perfectly when every slot is interchangeable; a request form works better when service type, duration, location, or staff matters and you need a human in the loop. This template captures everything most service businesses need before confirming an appointment: identity, contact, the service requested, preferred date, a time-window dropdown (morning / afternoon / evening) that is forgiving on availability, and a first-visit flag that branches new-client onboarding flows. The "additional notes" field captures the prep info you would otherwise email back-and-forth to gather.

Who it's for

Therapists, coaches, and consultants taking new-client requests
Salons, spas, and personal-care businesses with stylist-specific bookings
Healthcare practices accepting appointment requests outside an EHR
Trades (plumbers, electricians, contractors) scheduling site visits

What you get

Identity, email, and phone fields (phone required since most bookings get a confirmation call)
Service dropdown for routing to the right specialist or staff member
Date picker for preferred date
Time-window dropdown (morning / afternoon / evening) — forgiving on exact times
First-visit yes/no field to branch onboarding flows
Additional-notes long-form field for prep context

Fields in this template

Book an AppointmentHeading

Select your preferred time and we'll confirm your appointment via email.Paragraph

Full NameShort TextRequired

Email AddressEmailRequired

Phone NumberPhoneRequired

ServiceDropdownRequired

Preferred DateDateRequired

Preferred TimeDropdownRequired

Is this your first visit?Multiple Choice

Additional NotesLong Text

Customization tips

Replace generic Consultation / Follow-Up / Assessment with your actual services + duration + price ("60-min Massage — $120")
Add conditional logic: first-time visitors see an "Insurance information" or "Reason for visit" follow-up; returning visitors skip straight to scheduling
Pipe submissions to a webhook that creates a tentative event in Google Calendar with attendee email — staff can confirm or reschedule from there
Set scheduling on the form so it auto-closes after-hours or on holidays — prevents requests when you cannot respond
Add a deposit collection field via Stripe for high-no-show services (initial consultations, longer engagements) — small commitment dramatically reduces no-shows

Frequently asked questions

When should I use this vs. Calendly?

Calendly when every slot is interchangeable and you want fully self-serve booking. This form when service type, staff member, location, or new-client vetting matters. Many businesses run both — Calendly for returning clients with a known service, request form for new clients who need triage first.

How do I prevent no-shows?

Three levers. (1) Send a confirmation email immediately, then a reminder 24 hours before. (2) Collect a small deposit on booking (Stripe Pro plan) — even $20 dramatically reduces no-show rate. (3) Make rescheduling easy with a link in the confirmation email — clients who cancel in advance free up the slot.

Can I show real-time availability?

Not natively — that is what Calendly excels at. The trade-off is acceptable for most service businesses because the manual confirmation step is the value (vet new clients, choose between staff, hold complex appointments). For high-volume self-serve scheduling, layer in a Calendly link from the thank-you message instead.

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