Creating and managing booking forms
Booking forms connect your campaigns to the calendar so customers can book specific services and resources directly. Each form is fully configurable — duration, travel rules, fields, and layout — and every submission creates a lead and a calendar event automatically.
TL;DR
Go to Campaign → Booking forms → + New. Tip: clone an existing form rather than starting from scratch. Assign resources, set duration, configure travel rules, add fields — then copy the public URL or embed code to share.
Get started in 5 steps
Go to your Campaign → Booking forms → + New booking form. To save time, clone an existing form and change only what differs.
In Resources / Who — select which calendar resources (technicians, teams, vehicles) can be booked. Choose auto-assign or let customers pick.
In Times / When — set default duration, interval settings, buffers, and earliest/latest bookable dates.
Add form fields (name, address, service type, etc.) and edit the Part 1–4 content for descriptions, suggestions, confirmation text, and success message.
In the Embed column — copy the public URL (to share) or embed code (for your website). Test by opening the public URL and booking with a real address.
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Basic setup options (New booking form dialog)
- Name — internal and external label shown in editor lists and the calendar
- Clone existing form — copies all settings from an existing form as a starting point
- Meeting type — logical category (e.g. normal meeting vs. online meeting) used in filters and reporting
- Created event type — which calendar event type is created (controls appearance in the calendar)
- Use URL parameters — allows passing address, postal code, duration, or resource ID via the URL — useful for partner-specific or pre-filled landing pages
Location & transport settings
Configure how the customer enters their address (full address, postal code only, or fixed location), restrict bookable postal codes, and define driving rules:
- Max driving time from base
- Max driving time between events
- Min driving time before/after business hours
These rules strongly affect which slots appear. Start lenient and tighten gradually after testing.
Booking-exists and unbooking rules
In the On booking exists settings you can limit how many future events a lead can have (e.g. max 1 or 2), and set the cancellation cutoff: Never, Always, or a fixed time window before event start (10 min, 1 hour, 24 hours, etc.).
Use the message fields to control what customers see when they try to rebook or cancel.
Styling and embed options
Use the Styling button to set base color, icons, browser tab title, and optionally add custom CSS or JavaScript (for dynamic resource filtering or advanced layout). This is optional and should be maintained by someone comfortable with HTML/CSS/JS.
Embed options available for each form:
- Public URL — direct link to send to customers
- Public URL placeholder — for use in email/page templates
- Lead URL placeholder — pre-fills lead data when sent to a specific customer
- Embed code — iframe or widget snippet for your website
Common searches
create booking form • new booking form • booking form setup • embed booking form • unbooking rules • cancellation cutoff • travel rules
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How do I customize booking form fields?
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Understanding booking forms
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