Require clients to fill out a form before booking an appointment by attaching a form template to your scheduler. You can use a lead capture form, questionnaire, or proposal depending on what information you need and whether you want to create a project from the booking.

The Required form dropdown shows forms from your form templates library (Forms ➔ Form templates). Only certain form types appear in the picker.

Forms you can attach:

Forms you cannot attach:

Contracts and sub-agreements do not appear in the dropdown and cannot be added to a scheduler.

Choosing the right form type determines whether a project gets created at booking and how client information is collected. Here is a breakdown of when each type makes sense.

Use a lead capture form when you are sharing the scheduler publicly (on your website or via a public link) and you want a project created when someone books. Lead capture forms collect client information through the fields you build into the form, and that information is used to create a new project and contact record. This is the best option for first-time client intake.

Use a questionnaire when you need to gather information from a client before an appointment but you do not need a project created. Questionnaires do not have project-creation ability — this is inherent to the form type, not a scheduler-specific limitation. Use a questionnaire when the booking is happening in the context of a project that already exists.

Use a proposal when you are sharing the scheduler publicly, you want a project created, and you want an invoice generated at booking. Proposals offer the most flexibility but require additional configuration — covered in the next section.

Proposals are highly flexible, and a few configuration details are worth knowing before you attach one to a scheduler.

Proposals attached to a scheduler do not automatically create a project. To enable project creation:

If your proposal has a contract attached in the form builder settings, that contract will not display to clients during the booking process. Put any terms or information clients need to see directly in the proposal itself.

If your proposal includes an invoice (with or without a payment plan) in the form builder settings, the invoice is generated and shown to the client on the last page of the booking flow. The client does not need to pay this invoice to complete the booking — it is there for review. If your scheduler also has a Payment setting enabled, the client sees a combined invoice screen that includes line items from both the proposal and the scheduler's payment setting. The client must pay the amount set by the scheduler's payment requirement to book, but does not need to pay the proposal's line items.

When you share your scheduler publicly, the way your scheduler collects client information depends on which form type you attach. The behavior differs between form types that create a project and those that do not.

Client information is collected through the fields you add to the lead capture form. If the form does not include any client information fields, the scheduler will not collect client information at booking.

If you add a questionnaire to a scheduler and share that scheduler publicly, the scheduler displays a default information page that collects the following information after a client selects an appointment time:

This information is saved to the contact record in Contacts. Any additional information you need can be captured through the questionnaire fields themselves.

If you add a questionnaire to scheduler and share that scheduler within an existing project, the system already knows who your client is and won't ask the above questions.

Client information works the same as with a lead capture form: it comes entirely from the fields you add to the proposal. If the proposal does not include client information fields, the scheduler will not collect client information. At a minimum, add fields for full name and email address.

Client information works the same as with a questionnaire: the scheduler displays a default information page collecting first name, last name, email, and phone number if the scheduler is shared publicly. This information is saved to Contacts, and additional details can be captured through the proposal fields.

If a scheduler with an added proposal is shared within a project, your client won't see the default information page since the system already knows who your client is.

No. Each scheduler template supports one form. If you need to collect more information, add more fields to the attached form rather than attaching multiple forms.

If the form is already expired, clients can see the form but cannot submit it, which prevents them from completing the booking. If the expiration date is in the future, clients can book any available appointment as long as they complete the form before it expires.

If your form has a redirect URL set in the form builder, it is ignored during the scheduler booking flow. The scheduler shows its own confirmation page instead. To redirect clients after booking, set the redirect URL in the Redirect to URL setting under the Advanced tab of the scheduler template, not on the form itself.