Creating and managing booking forms

Modified on Thu, 4 Dec at 11:33 AM

Creating and managing booking forms

A booking form in Hubhus connects your campaigns to the calendar so customers can book meetings for specific services and resources.

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A booking form in Hubhus connects your campaigns to the calendar so customers can book meetings for specific services and resources. This guide shows how to create a new form and connect it to calendars.


When to create a new booking form

Create a new booking form when you:

  • Offer a new service type (e.g. inspection, online meeting, installation)

  • Need a separate URL for a partner, region, or channel

  • Want different fields, durations, or locations than your existing forms

  • Need different rules (cancellation, validation, highlighted times, etc.)


Step 1 – Open booking form settings

  1. Go to the relevant campaign.

  2. In the left campaign menu, choose Booking forms.

  3. Click New Booking form (top right).

You now see the “New Booking Form” dialog.


Step 2 – Basic booking form setup

Key settings in the creation dialog:

  • Clone existing booking form

    • Optional. Use this to copy settings from an existing form and adjust only what’s different.

  • Name

    • Internal and external name of the booking form (shown in various places including editor lists).

  • Meeting type

    • Logical type used in your setup (e.g. normal meeting vs. online meeting).

    • Can be used in filters, reporting, or conditional text.

  • Created event type

    • Which calendar event type is created (e.g. “Meeting”).

    • Controls how events from this form appear in the calendar.

  • Use URL parameters

    • When enabled, you can pass values like address, postal code, duration or resource ID via the form URL.

    • Useful for partner-specific links or pre-filled landing pages.

After you’ve set these, click Create to get the form, then you can configure the details in the right-hand Booking Forms overview.


In the Booking Forms overview, locate your new form and use the Resources / Who section to define which resources can be booked:

  • Select one or more calendar resources (people, vehicles, rooms).

  • Choose whether the form should:

    • Book the assigned person (if the lead already has one), and/or

    • Allow customers to choose a resource, or

    • Automatically pick a resource based on availability.

Resources must already exist under Calendar → Settings → Resources.


Step 4 – Configure time and availability

Use the Times / When section of the booking form to set:

  • Default duration of the event

  • Whether customers can change duration

  • How time slots are proposed (intervals, rounding, buffers, earliest/latest bookable dates, etc.)

  • Whether to use highlighted times (intelligent suggestions) or show all available slots

For detailed behaviour of optimal suggestions, you can link internally to your separate article on Understanding Highlighted Times in the booking system.


Step 5 – Configure location and transport (optional)

In the Location & transport section you can:

  • Choose how the customer enters the address (full address, postal code only, or fixed location)

  • Restrict bookable postal codes

  • Define rules for:

    • Max driving from base

    • Max driving between events

    • Driving before/after business hours

  • Decide if default locations or existing events should be considered when calculating transits

These rules strongly affect which slots are shown as available.


Step 6 – Add fields and structure the form

Still inside the booking form configuration you can:

  • Select which Fields and Select fields are shown

  • Add file uploads if you need images or documents

  • Control how inputs are displayed (style, labels/icons)

  • Edit Part 1–4 content (Description, Suggestions, Confirmation, Success) to control text and layout

You can always tweak fields and text later; see the separate article “How do I customize booking form fields?”.


Step 7 – Styling and JavaScript

Use the Styling button on the booking form to:

  • Set base color, icons and browser tab title

  • Add custom CSS for layout adjustments

  • Add custom JavaScript (for example to modify bookable resources dynamically)

This is optional and should typically be maintained by someone comfortable with HTML/CSS/JS.


Step 8 – Publish and share the booking form

In the Embed column for the form you’ll find:

  • Public URL – direct link you can send to customers

  • Public URL placeholder – for use in emails/pages

  • Lead URL placeholder – for forms that should pre-fill lead data

  • Embed code </> – for embedding on your website as an iframe or widget

Copy the relevant link or code and place it in your website, email signature, or campaign pages.


Best practices

  • Start by cloning a working form and make small changes instead of building everything from scratch.

  • Always test the form as a customer:

    • Open the public URL

    • Try different addresses and dates

    • Confirm that events land in the right calendar with correct duration and assignment.

  • Maintain separate forms for clearly different use cases (e.g. installation vs. online demo) to keep rules simple and predictable.

? Common searches

booking setup • calendar setup • appointment scheduling • booking configuration

? Also known as

appointment • scheduling • reservation • calendar event

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