Embed calendar booking in your forms
Scheduling Forms That Qualify & Book
Stop sending scheduling links. Embed your calendar directly inside your form — qualify leads first, then let them book. Works with Calendly, Cal.com, SavvyCal, and TidyCal.
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What Is a Scheduling Form?
A scheduling form combines lead capture with calendar booking in a single, seamless experience. Instead of the typical back-and-forth — submit form, receive email, click scheduling link, book meeting — everything happens in one flow.
Visitors fill out your form questions (name, email, qualifying info), and then immediately see your calendar to book a time. No extra emails. No dropped leads. No friction.
The Old Way vs. The Better Way
❌ Traditional Approach
- Visitor fills out contact form
- You receive notification
- You send scheduling link via email
- Visitor (maybe) checks email
- Visitor (maybe) clicks link
- Visitor books meeting
Drop-off at every step. Days of delay.
✅ Scheduling Form
- Visitor fills out qualifying questions
- Calendar appears in the form
- Visitor books meeting
- Done.
One flow. Instant booking. No drop-off.
Scheduling forms help you:
- Increase booking rates by eliminating steps between interest and action
- Qualify leads before they book so you only meet with the right prospects
- Collect context upfront so meetings are more productive
- Reduce no-shows because visitors book while intent is highest
- Save time on manual follow-ups and scheduling emails
Why Embed Your Calendar Inside Forms
Scheduling links work. But they leave conversion on the table. Here's why embedding your calendar inside a form is a better approach.
🎯 Lead Qualification Before Booking
A naked scheduling link lets anyone book time on your calendar. That means unqualified leads, tire-kickers, and people who aren't a good fit — all taking up your valuable time.
With a scheduling form, you can ask qualifying questions first:
- What's your budget for this project?
- How soon are you looking to get started?
- What's your company size?
- What specific problem are you trying to solve?
Using conditional logic, you can show the calendar only to qualified leads. Others can be directed to resources, a different form, or a polite "we're not a fit" message.
✨ Auto-Fill Booker Information
When someone fills out your form, they've already given you their name and email. Why make them type it again?
Youform automatically passes form field values to your embedded calendar widget. When visitors reach the scheduling step, their name and email are pre-filled. Less friction means more completed bookings.
📈 Higher Conversion Rates
Every extra step in your booking flow is a chance for people to drop off:
- Email gets lost in inbox
- They forget to click the link
- Something distracts them
- They cool off on the idea
Embedding the calendar removes these drop-off points. When intent is high (right after they fill out your form), they can immediately book — before life gets in the way.
🧠 Better Context for Meetings
Form responses and calendar bookings flow into the same place. Before every meeting, you know:
- Who you're meeting with and their contact info
- Their answers to your qualifying questions
- What they're looking for and their timeline
- Any specific context they provided
No more going into meetings blind. No more "so, tell me about yourself" — you already know.
How Scheduling Forms Work in Youform
Creating a scheduling form takes just a few minutes. Here's the process.
Build Your Form
Start with a blank form or use a template. Add your qualifying questions — contact info, budget, timeline, specific needs. Use multi-step layouts to keep things organized.
Add the Scheduling Block
Drag in a "Scheduling" block and choose your platform: Calendly, Cal.com, SavvyCal, or TidyCal. Paste your scheduling link, and Youform handles the rest.
Map Your Fields
Tell Youform which form fields contain the booker's name and email. These get automatically passed to the calendar widget so visitors don't have to enter them twice.
Set Up Conditional Logic (Optional)
Want to show the calendar only to qualified leads? Use conditional logic to display the scheduling block based on previous answers. Unqualified visitors can see an alternative message.
Publish and Share
Your scheduling form is ready. Share the link, embed it on your website, or add it to your landing pages. Visitors can now qualify themselves and book meetings in one seamless flow.
Supported Scheduling Platforms
Youform integrates with the four most popular scheduling tools. Use whichever one you already have.
📅 Calendly
The most popular scheduling tool. Works great for sales teams, consultants, and anyone booking meetings at scale.
Learn more about Calendly + Youform →
🗓️ Cal.com
The open-source Calendly alternative. Self-host it or use their cloud. Great for privacy-focused teams.
Learn more about Cal.com + Youform →
✨ SavvyCal
The premium scheduling tool with overlay calendars and recipient-first design. Ideal for high-touch relationships.
Learn more about SavvyCal + Youform →
💰 TidyCal
The budget-friendly option with a lifetime deal. All the features you need without the monthly subscription.
Learn more about TidyCal + Youform →
Already using one of these? Great — Youform works with your existing setup. Just paste your scheduling link and you're ready to go.
Scheduling Form Use Cases
Scheduling forms work for any situation where you need to qualify or gather information before booking.
🎯 Sales Demo Requests
Qualify inbound leads before they hit your calendar. Ask about company size, budget, timeline, and current solution. Route qualified leads to booking; send others to self-serve resources.
Example flow:
- 1. Contact info (name, email, company)
- 2. Company size and role
- 3. Current solution and pain points
- 4. Budget and timeline
- 5. Calendar (if qualified) or resources page
💼 Consultation Bookings
For consultants, coaches, and service providers. Collect project details and requirements before the first call so you can come prepared.
Example flow:
- 1. Basic contact information
- 2. Project type and scope
- 3. Goals and desired outcomes
- 4. Budget range
- 5. Book consultation
🏥 Appointment Scheduling
Healthcare providers, therapists, and service professionals can collect intake information before appointments.
Example flow:
- 1. Patient/client information
- 2. Reason for visit
- 3. Insurance/payment details
- 4. New patient forms (if applicable)
- 5. Book appointment
📞 Customer Success Calls
Let existing customers book check-in calls with context. Understand their goals and challenges before the meeting.
Example flow:
- 1. Customer account identifier
- 2. Topics they want to discuss
- 3. Current challenges or goals
- 4. Book call with CSM
🎓 Course/Workshop Registration
Collect participant info and let them pick their preferred session time all in one form.
Example flow:
- 1. Participant details
- 2. Experience level
- 3. Learning goals
- 4. Select session time
Scheduling Form Templates
Start with a proven template and customize it for your needs. Add your scheduling widget and launch in minutes.
Consultation Form
Gather project requirements and let clients book a consultation call. Perfect for agencies and freelancers.
Demo Request Form
Qualify sales leads and let them book a demo. Collect company info, use case, and timeline before showing availability.
Event Planning Form
Collect event details and book initial consultations. Great for wedding planners, event coordinators, and venues.
Client Intake Form
Onboard new clients with detailed intake questions and let them book their first session.
Lead Qualification Form
Score and qualify leads before showing your calendar. Route different segments to different booking types.
Event Registration
Register attendees and let them pick their session times. Works for webinars, workshops, and group events.
Why Choose Youform for Scheduling Forms
You could build scheduling forms with other tools. Here's why Youform is the better choice.
♾️ Free Scheduling Embeds
Other form tools charge extra for scheduling integrations. With Youform, it's included in the free plan — unlimited forms, unlimited responses, all features.
🔄 Auto-Fill Support
Pass name and email from form fields to your calendar widget automatically. Visitors don't have to enter their info twice.
🎯 Conditional Logic
Show the calendar only to qualified leads. Route different answers to different outcomes. Build smart forms that adapt to each visitor.
📱 Works Everywhere
All four major scheduling platforms supported: Calendly, Cal.com, SavvyCal, TidyCal. Use whatever you already have.
🔄 Partial Submissions Captured
Even if someone leaves your form before booking, Youform captures their info. Follow up with abandoned leads or retarget them later. With just a scheduling link, you get nothing if they leave — with Youform, you still have their data.
Over 70,000 users have created forms with Youform. Start booking more qualified meetings today.
Create scheduling formFrequently Asked Questions
What is a scheduling form?
A scheduling form combines a traditional form with an embedded calendar booking widget. Instead of collecting information and then sending a separate scheduling link, visitors can fill out qualifying questions AND book a time slot all in one seamless flow. This increases booking rates and ensures you only get meetings with qualified prospects.
Which scheduling tools does Youform integrate with?
Youform integrates with four major scheduling platforms: Calendly, Cal.com, SavvyCal, and TidyCal. You can embed any of these scheduling widgets directly inside your Youform, and the booker's name and email from earlier form fields are automatically passed to the calendar widget.
Can I qualify leads before they book a meeting?
Yes. This is one of the biggest advantages of scheduling forms. You can ask qualifying questions (budget, company size, needs, timeline) BEFORE showing the calendar. Using conditional logic, you can route qualified leads to a booking page while directing others to alternative resources. This prevents your calendar from filling up with unqualified meetings.
Does the booker have to enter their info twice?
No. Youform automatically passes the name and email from your form fields to the embedded scheduling widget. When visitors reach the calendar step, their information is already pre-filled, creating a smooth experience with no duplicate data entry.
Are scheduling forms free to create?
Yes. Youform's free plan includes the scheduling embed feature along with unlimited forms, unlimited responses, conditional logic, and custom branding. You can create professional scheduling forms and start booking qualified meetings without paying anything.
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What our users say
Start Booking Qualified Meetings
Stop letting leads slip through the cracks. With scheduling forms, visitors can qualify themselves and book a meeting in one seamless flow. No extra emails. No drop-off. Just more meetings with the right people.
Works with Calendly, Cal.com, SavvyCal, and TidyCal. Free to use.
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