Contact and Registration Forms and Surveys

Attaching a form to a calendar booking

Quick answer: When a visitor books an appointment on your calendar, you can require them to fill out a custom form before the booking is confirmed. This captures intake information upfront.

Why this matters

By default, a calendar booking just collects the visitor's name, email, and phone. For school tours, admissions consultations, or program inquiries, you usually want more — child's name, grade level, what they're hoping to learn from the meeting. Attaching a custom form to your calendar captures all of that before the appointment is booked.

Before you start

You need a form already built in Sites → Forms. If you haven't built one yet, see the article on how to create a contact form.

Step-by-step

1. Open the calendar settings

1. Click Calendars in the main menu.
2. Click Calendar Settings in the secondary navigation.
3. Find the calendar you want to attach a form to, and click Edit to the right of its name.

2. Attach the form

1. In the left sidebar of the calendar editor, click the Forms & Payment tab.
2. Under the Select Form dropdown, choose the form you want to use.
3. Click Save in the upper right.

What happens when someone books

1. The visitor picks a time slot on your calendar.
2. Instead of going straight to "confirm", they see your custom form.
3. They fill it out and click submit.
4. The booking is confirmed, and all the form data is saved to their contact record.

Important: data only saves on completion

Form data is only stored when the visitor clicks the final "Book Appointment" button. If they abandon partway through, nothing is saved to the contact record — you lose the form data and the booking. Keep your form short to maximize completion.

Using the same form across multiple calendars

If your school has several calendars (one per admissions officer, one for tours, one for info sessions), you can use the same form on all of them. Just repeat the attach process for each calendar — forms aren't auto-applied across calendars; you add them individually.

One form per calendar

You can only attach one custom form per calendar at a time. If you need different intake questions for different appointment types, create separate calendars and assign the appropriate form to each.

Tips

• Keep intake forms short. Visitors are already committing to a time slot — don't make them fill out 15 fields. Aim for 5–8.
• Pre-fill what you know. If the visitor is already a contact (you got their email from somewhere), use Sticky Contact to pre-fill the standard fields. See the Sticky Contact article.
• Map every field. Make sure each form question maps to a custom field, so the intake data is searchable and usable in automations later.
• Test the booking flow. Book a test appointment yourself to confirm the form appears and the data lands correctly.

Related articles

• How to create a contact form
• Sticky Contact: pre-filling for returning visitors
• Where form and survey responses show up