Booking and schedule forms

What is Booking and schedule forms?

Booking and schedule forms let respondents pick a calendar slot mid-flow. Connect Calendly for the workspace, add a Schedule block, and optionally collect lead questions before the slot. Booking details are stored with the submission so sales, recruiting, and onboarding teams can follow up in context.

How it works

1. Connect Calendly for the workspace so Schedule blocks can offer real availability.
2. Create a form and add any qualifying questions (Contact Info, intent, etc.) before the booking step.
3. Add a Schedule block and configure it to use your Calendly connection.
4. Preview the booking step, then publish the form.
5. Share or embed the form; review booking details on each submission in Results.

Key capabilities

• Schedule block

  Insert calendar booking into the form path so respondents choose a slot without leaving the Formit experience.

• Calendly connection

  Schedule relies on a connected Calendly account so availability and bookings stay in sync with your calendar tooling.

• Booking on the submission

  Booking details appear with the submission, alongside answers collected before or after the Schedule step.

Benefits

• Qualify leads with questions, then book the meeting in the same form.
• Reduce no-shows from broken handoffs between form tools and calendar links.
• Keep booking context next to Answers in Results for the team that owns the call.

Use cases

• Sales demo booking
• Hiring and interview scheduling
• Customer onboarding calls
• Consultation or office-hours signup

Example workflow

A sales team connects Calendly, then builds a form with Contact Info, company size, and a Schedule block. Respondents answer qualification questions and pick a demo slot. The published form is embedded on the pricing page. Each Results row shows answers plus booking details for the AE.

Tips and best practices

• Ask only essential qualifying questions before Schedule - long preambles reduce completed bookings.
• Confirm the Calendly event type and availability before publishing a campaign.
• Use a clear Statement before the Schedule block explaining meeting length and timezone expectations.

Limitations and plan notes

• Schedule booking requires a Calendly connection; it is not a built-in Formit calendar engine.
• Availability and rescheduling behavior follow Calendly’s configuration for the connected account.
• Payment for paid consultations is a separate Payment block / Stripe Connect setup if needed.

Frequently asked questions

What do I need to use booking forms?

Connect Calendly for the workspace and add a Schedule block to the form. Without the connection, respondents cannot book through Schedule.

Can I ask questions before the calendar slot?

Yes. Place lead or qualification fields before the Schedule block so booking happens after intent and contact details are collected.

Where do booking details appear?

Booking details are stored with the form submission so you can review them in Results alongside other answers.

Is Schedule the same as a Date field?

No. Date collects a date value the respondent types or picks as data. Schedule books real calendar time through Calendly.