Understanding booking forms

Modified on Tue, 5 May at 11:04 AM

Understanding booking forms

Booking forms let customers schedule meetings, site visits, or service tasks directly — on your website or via a shared link. They connect directly to the calendar and only show times that are genuinely available based on resources, business hours, and travel rules.

TL;DR

Create booking forms under Campaign settings → Booking forms → + New. Each form is linked to specific resources and controls duration, fields, and availability rules. Every submission creates a lead + event in the calendar automatically.

Get started in 4 steps

1

Go to Campaign settings → Booking forms → + New booking form

2

Assign resources (technicians, teams, etc.) and set the booking duration and service type

3

Configure form fields — what information you collect (name, address, service type, notes) and which map to campaign fields

4

Share as a hosted link or embed on your website using the provided snippet

Find it at: Campaign settings → Booking forms  ·  Every submission: creates a lead + calendar event  ·  Availability: auto-calculated from resources, hours & travel rules
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What a booking form controls

  • Which resources are required (matched via resource tags)
  • Booking duration and service type options
  • Address and travel time rules
  • Buffer times before and after events
  • Time interval settings (slot frequency)
  • What happens after booking — confirmation flow, automations, messaging

Hosted vs. embedded

Hosted — runs on a standalone Hubhus-hosted page. Best for sharing via email/SMS links or when you don't have a website embed.

Embedded — inserted into your own website with an iframe or script snippet. Best for a seamless, fully branded booking experience on your domain.

Multi-step booking flows

Booking forms can guide customers step by step: enter contact info → select service type → enter address → choose a time → confirm. Multi-step flows improve data quality and ensure availability is calculated with all necessary inputs (especially when address or service choice affects travel time).

Resource tags and booking form matching

Booking forms use resource tags to limit which resources are considered for availability. This means you can have multiple forms that each call on a different subset of your team — e.g. one form for "Northern region technicians" and another for "Southern region".

User tags linked to resource tags control which staff members can be assigned when a specific resource tag is required.

Common searches

booking form setup • create booking form • embed booking form • no available times • customer self-booking • online booking

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