Recipe: Setting Up an Appointment Booking Form | Form Forge - Build Forms with AI in Seconds
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Recipe: Setting Up an Appointment Booking Form

User Guide

This recipe creates an appointment booking form that checks real Google Calendar availability, lets visitors pick a location on a map, and sends confirmations via email and Telegram.

Prerequisites

  • Form Forge PRO active
  • Google connected in Form Forge > Settings > Google (for Calendar and optionally Sheets)
  • Google Maps API key entered in Form Forge > Settings > Maps
  • Telegram bot configured in Form Forge > Settings > Telegram
  • HubSpot connected in Form Forge > Settings > HubSpot (optional, for CRM)

Step 1: Create the Form

  1. Go to Form Forge > New Form
  2. Title: “Book an Appointment”

Step 2: Add Personal Information

Field TypeLabelRequired
NameYour NameYes
EmailEmail AddressYes
PhonePhone NumberYes

Step 3: Add the Calendar Picker

  1. Drag the Calendar Picker field into the form
  2. Label: “Select a Date and Time”
  3. In the field settings, configure:
Calendar ID: Select your booking calendar (e.g., “Client Appointments”)

Working Hours: Monday-Friday, 9:00 AM – 5:00 PM (adjust to your schedule)

Slot Duration: 30 minutes (or 15/60 depending on your service)

Buffer Time: 15 minutes between appointments

Step 4: Add Service Selection

Field TypeLabelRequiredOptions
SelectService TypeYesInitial Consultation (Free), Follow-Up (30 min), Extended Session (60 min)

Step 5: Add the Map Address Picker

  1. Drag the Map Address field into the form
  2. Label: “Meeting Location”
  3. Set the default center to your city
  4. Set a reasonable zoom level (12-14 for city level)
  5. Add Help Text: “Search for an address or click on the map to set the meeting location”

Step 6: Add Additional Fields

Field TypeLabelRequired
TextareaWhat would you like to discuss?No
RadioPreferred Contact MethodYes

Options for Preferred Contact Method: Email, Phone, Either.

Step 7: Configure Notifications

Email notification:
  1. Go to the Notifications tab
  2. Enable Notify Admin with your scheduling email
  3. Subject: “New Appointment Request: {name} on {select_a_date_and_time}”
Auto-reply:
  1. Enable Auto Reply
  2. Subject: “Appointment Request Received”
  3. Body: Confirm the selected date and time, mention the service type, and note that you will confirm the booking within a few hours
Telegram notification:
  1. Telegram is configured globally in settings, so notifications are sent automatically. Each submission sends a message to your Telegram with all form data for instant mobile alerts.

Step 8: Connect HubSpot (Optional)

  1. Go to the form’s Integrations tab
  2. Toggle on HubSpot
  3. Map the form fields:
– Name to First Name / Last Name

– Email to Email

– Phone to Phone Number

  1. Optionally enable Create Deal with pipeline “Sales Pipeline” and stage “Appointment Scheduled”
  2. This ensures every booking automatically creates or updates a CRM contact

Step 9: Embed, Test, and Go Live

  1. Save the form and embed it on your Booking page
  2. Test by selecting a date and time slot, confirming slots reflect your real calendar availability
  3. Verify the map works and captures the address
  4. Confirm email, Telegram, and HubSpot notifications all fire correctly
  5. Remember to manually add confirmed appointments to your Google Calendar, as Form Forge reads but does not write to it

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