Use this guide if you need to collect additional details from users such as project type, budget, or location before or during appointment booking.
What This Integration Does
Integrating a custom form with a calendar allows you to:
Collect structured information before confirming appointments
Enforce required fields before booking completes
Customize the booking flow without external tools
Forms are displayed inside the calendar booking experience.
Step 1: Create a Custom Form
Open the Form Builder
Navigate to Sites in the left navigation.
Select Forms from the top menu.
Choose Builder from the dropdown.
Click Add Form.
Choose Start from Scratch or select a template.
Name the form for easy identification.
Configure Required Fields
Remove unnecessary fields if they are not required for booking.
Add standard required fields:
First Name
Last Name
Email
Phone Number
Add Address and Location Fields (Optional)
For location-based businesses, add:
Address
City
State
ZIP / Postal Code
Add Custom Business-Specific Fields
Add custom fields to collect relevant details, such as:
Project Type (single-line text)
Budget Range (dropdown or text)
Project Start Date (date picker)
Referral Source (dropdown)
Set required fields and adjust layout (for example, two-column view).
Save the Form
Once all fields are added and configured, click Save Form.
Important Note About Buttons
The Calendar button overrides the Form button.
The form button cannot be customized independently
Calendar widget styling controls button appearance and text
Step 2: Link the Form to a Calendar
Open Calendar Settings
Navigate to Calendars.
Locate the calendar you want to update.
Click the Pencil (Edit) icon.
Select the Form
Open the Forms & Payment tab.
Select the custom form from the Select form dropdown.
Set Widget Order
Choose how the booking flow appears:
Step 1: Date & Time Selector
Step 2: Form
Drag and drop to reorder if needed.
Configure Post-Booking Behavior
Choose what happens after booking:
Default confirmation message
Redirect URL (to a funnel or website page)
Save Calendar Changes
Click Save to apply the form integration.
Step 3: Test the Integration
Open the Booking Link
Click the Share icon on the calendar.
Open the Scheduling Link in a new tab.
Verify the Booking Flow
Confirm that:
The form appears during booking
Required fields block submission if empty
Data submits correctly after completion
Common Issues and Fixes
Form not appearing during booking
Ensure the correct form is selected in Forms & Payment and the calendar is saved.Booking submits without required data
Confirm required fields are enabled in the form builder.Button styling not changing
Update Calendar Widget settings, not the form itself.
FAQ
Can I add custom fields to my calendar form?
Yes. You can create and add custom fields in the Form Builder and attach them to the calendar.
What happens if a user skips required fields?
The form will not submit until all required fields are completed.
Can I edit a form after it’s linked to a calendar?
Yes. Changes to the form automatically apply to the linked calendar.
Where can I view form submissions?
All submissions appear in the Forms Submissions section of your dashboard.
Can I customize the form button text?
No. The Calendar Widget controls the button appearance and text.