Creating a booking form
New forms start from one of five templates or a blank form. A template pre-fills the create form with sensible defaults, weekly hours and questions — all of which you can change before or after creating.
A short intro call to qualify a new lead.
A guided walkthrough of your product.
A longer, paid-style advisory session.
A hiring or screening conversation.
A location-based visit with buffers between clients.
Start from nothing and define every field yourself.
Core details
- Title and description — what the client sees at the top of the booking page.
- Location and meeting mode — in person, phone or an online link.
- Duration — how long each appointment runs.
Setting your availability
Each form has its own availability, set in one of two modes. You can switch modes at any time.
Define the hours you're open on each day of the week. The booking page generates slots from those rules automatically, week after week.
Hand-pick individual date-and-time slots. Ideal when your schedule is irregular or you only open a few specific times.
Fine-tuning which slots appear
Padding added before and/or after each appointment so meetings never touch back-to-back.
How close to now a client is still allowed to book — stops last-minute surprises.
How far into the future the calendar opens — keeps people from booking months out.
Custom questions
Attach questions to a form so you walk into every appointment already knowing what you need. Each question can be marked required and reordered.
- Short text — a single line, e.g. a company name.
- Long text — a paragraph, e.g. what the client wants to cover.
- Dropdown — pick one from a list you define.
- Single choice and checkboxes — for structured answers.
Charging for a booking
A booking form can request or require payment by attaching a product on its Payment tab. Payment runs through your own connected Stripe account.
The default — free to book.
The booking is confirmed immediately and an invoice for the attached products is emailed to pay later.
The visitor pays through Stripe before the booking is confirmed; the slot is held during checkout and reopens automatically if payment is abandoned.
Build a catalog and connect Stripe first — see the Products, Storefront & Payments guide.
Managing bookings
Each form has a Bookings tab listing upcoming and past appointments. Every booking records the submitter's country, device type and time.
Cancelling a booking reopens its slot automatically, so the freed time becomes bookable again with no manual tidying.
Add a booking yourself from the dashboard calendar for clients who call or email — captured exactly like an online booking, contact sync included.
The Calendar page and workspace home show a real month view with per-day counts and a day-detail panel across all your forms.
Syncing bookings to contacts
A per-form Sync tab connects the form to a contact list and maps the invitee's name and email — plus each custom question — onto list columns.
- 1Open the Sync tab and choose a target contact list.
- 2Map each field to a column. The editor auto-matches by label; you can skip a field or create a new column inline.
- 3On every booking, Flowpera writes the mapped values to the list, deduped by email.
Because custom questions map too, a booking captures far more than a name and email — it can populate an entire lead record ready for follow-up.