How to Create an Appointment Booking Form with Formify

Create professional appointment booking forms that make scheduling easy for both you and your clients. This guide will help you set up an efficient booking system using Formify's features.

Getting Started

  1. Log in to your Formify account
  2. Click "Create New Form"
  3. Select "Appointment Booking" from templates or start fresh

Essential Form Elements

1. Client Information

  • Add "Text Input" for client's full name
  • Include "Email" field for confirmation emails
  • Add "Phone" field for appointment reminders
  • Use "Text Long Input" for special requests/notes

2. Appointment Details

  • Add "Date" picker for appointment date
  • Use "Dropdown" for time slot selection
  • Include "Radio" buttons for service type selection
  • Add "Number Input" for service duration (if variable)

3. Service Selection (Using Basic Elements)

  • Use "Radio" buttons for single service selection
  • Or "Checkbox" for multiple services
  • Add "Dropdown" for service provider selection
  • Include "Text Display" for service descriptions

4. Additional Information

  • Use "Text Long Input" for special requirements
  • Add "Checkbox" for terms and policies acceptance
  • Include "File Upload" for relevant documents (Pro Plan)

Advanced Features (Pro Plan)

  1. Conditional Logic

    • Show relevant time slots based on date selection
    • Display specific providers based on service choice
    • Adjust duration based on selected services

  2. Automated Responses

    • Send confirmation emails
    • Configure reminder notifications
    • Include calendar invites

  3. Integration Options

    • Google Calendar sync (Pro Plan)
    • Connect with Slack for notifications
    • Set up webhook connections

Form Settings

  1. Validation Rules

    • Required fields configuration
    • Email format verification
    • Phone number formatting
    • Date range restrictions

  2. Success Page (Starter Plan+)

    • Confirmation message display
    • Booking reference number
    • Next steps instructions
    • Add to calendar option

Best Practices

  1. Form Organization

    • Group related fields logically
    • Use clear section headers
    • Add helpful instructions
    • Maintain a clean layout

  2. Mobile Optimization

    • Test on different devices
    • Ensure touch-friendly inputs
    • Verify date picker usability
    • Check text readability

  3. Professional Presentation

    • Add your business logo
    • Use consistent branding
    • Include business hours
    • Add cancellation policy

Plan Features to Consider

Free Plan

  • Basic form elements
  • Up to 100 bookings/month
  • CSV & Excel export
  • Email notifications

Starter Plan

  • Up to 1,000 bookings/month
  • File upload capability
  • Custom success pages
  • Remove Formify branding

Pro Plan

  • Up to 10,000 bookings/month
  • Conditional logic
  • Advanced integrations
  • Automated workflows

Security & Privacy

  • SSL encryption for all forms
  • GDPR-compliant data handling
  • Secure data storage
  • Regular security updates

Need Help?

Contact our support team at [email protected] for:

  • Template customization
  • Integration setup
  • Feature configuration
  • Best practices guidance

Start creating your appointment booking form today with Formify's powerful form builder!