Looking for a WordPress appointment plugin so you can let your clients schedule appointments online with a booking form? In this day and age, online appointment booking is vital for your business.
In this tutorial, we’ll show you how to create a hassle-free appointment booking form in WordPress using a plugin.
In This Article
- Step 1: Create an Appointment Booking Form
- Step 2: Configure Your Appointment Booking Form’s Settings
- Step 3: Customize Your Appointment Booking Form’s Notifications
- Step 4: Configure Your Appointment Booking Form’s Confirmations
- Step 5: Add Your Appointment Booking Form to Your Website
- Step 6: Integrate WordPress Appointment Plugin with Google Calendar
WordPress Booking Form Video Tutorial
Here’s a video that shows you the whole process of adding a booking form to WordPress using WPForms.
If you’d prefer to read the instructions, you can follow along below.
How to Use WPForms as a WordPress Booking Form
As the world’s best form builder, WPForms comes with many features and functionalities that can help you manage and organize your business online — including the ability to create appointment booking forms and reservation forms.
Want people to be able to log in to your site? Check out our guide on creating a WordPress user registration form template.
Here are step-by-step instructions to set up your appointment booking form with a template.
Step 1: Create an Appointment Booking Form
The first thing you’ll need to do to start taking booking requests online is install and activate the WPForms plugin. For more details, see this step-by-step guide on how to install a plugin in WordPress.
Next, you’ll need to create a form inside your WordPress appointment plugin. To get started quickly, you can use one of our 500+ form templates.
There are multiple appointment booking and reservation form templates to choose from, even veterinarian patient intake forms. For this tutorial, we’ll use the Beauty Salon Booking Form template.
This template includes the following default form fields to gather personal details:
- Date of Birth
- Checkboxes (Treatments you’d like to book)
- Date / Time
- Comment or Message
If you need more contact information or other personal information, you can add additional custom fields to your form by dragging them from the left-hand panel to the right-hand panel.
You can also remove any fields from the template that you don’t want by clicking the trash can icon. It’s completely customizable.
To customize an individual field, click on it in the preview and change the options in the panel on the left. Make sure to set up your Date / Time advanced field options to show when you have available appointments.
Read our full guide on how to make a WordPress form with a datepicker if you need more help.
You can also click on a form field and drag it to rearrange the order on your appointment booking form. When all your form fields are customized to your liking, click Save.
Step 2: Configure Your Appointment Booking Form’s Settings
There are several settings to configure when creating a client booking form in WordPress. We’ll start with the general settings first.
To start, go to Settings » General.
Here you can configure the following settings:
- Form Name — Change the name of your form here if you’d like.
- Form Description — Give your form a description.
- Tags — Add tags to organize your site’s forms.
- Submit Button Text — Customize the copy on the submit button.
- Submit Button Processing Text — Change the text that will be visible while your form is being submitted.
And you can also customize these advanced settings:
- Form CSS Classes — Add custom CSS to your form.
- Submit Button CSS Class — Add CSS to your submit button.
- Enable Prefill by URL — You can use this setting to auto-fill some fields in your form.
- Enable AJAX form submission — Enable AJAX settings with no page reload.
- Disable storing entry information in WordPress — You can disable the storing of entry information and user details, such as IP addresses and user agents, in an effort to comply with GDPR requirements. Check out our step-by-step instructions on how to add a GDPR agreement field to your form.
Once you finish setting up all of these options, move down to the Spam Protection and Security settings.
Here you can:
- Enable anti-spam protection — Stop contact form spam with the WPForms anti-spam token. The anti-spam setting is automatically enabled on all new forms.
- Enable Akismet anti-spam protection — If you use the Akismet plugin, you can connect it to your form to block spam submissions.
- Enable country filter — Block submissions from specified countries.
- Enable keyword filter — Prevent entries containing certain words or phrases.
Step 3: Customize Your Appointment Booking Form’s Notifications
Notifications are a great way to send an email whenever a client books an appointment using your WordPress form. This makes the client booking experience easier since you can reach out right away.
In fact, unless you disable this feature, whenever someone goes through the booking process on your site, you’ll get a notification about it through your WordPress booking plugin.
If you use Smart Tags, you can also send a notification to your client when they book an appointment, letting them know you received their appointment request and will be in contact shortly. This assures site visitors their forms have gone through properly.
For help with this step, check out our documentation on how to set up form notifications in WordPress.
And, if you want to send more than one email, read this article on how to create multiple form notifications in WordPress.
Lastly, if you want to keep branding across your notification emails consistent, you can check out this guide on adding a custom header to your email template.
Step 4: Configure Your Appointment Booking Form’s Confirmations
Form confirmations are messages that display to site visitors once they submit an appointment booking form on your website. They let people know that their appointment request has been received and offer you the chance to let them know the next steps.
WPForms has 3 confirmation types to choose from:
- Message. This is the default confirmation type in WPForms. When a site visitor books an appointment, a simple message confirmation will appear letting them know it was received. Look here for some great success messages to help boost customer happiness.
- Show Page. This confirmation type will take site visitors to a specific web page on your site thanking them for booking an appointment. For help doing this, check out our tutorial on redirecting customers to a Thank You page. In addition, be sure to check out our article on creating effective Thank You pages for boosting customer loyalty.
- Go to URL (Redirect). This option is used when you want to send site visitors to a different website.
Let’s see how to set up a simple form confirmation in WPForms so you can customize the message site visitors will see when they book an appointment on your website.
To start, click on the Confirmations tab in the form editor under Settings.
Next, select the type of confirmation type you’d like to create. For this example, we’ll select Message.
Then, customize the confirmation message to your liking and click Save when you’re done.
For help with other confirmation types, see our documentation on setting up form confirmations.
Step 5: Add Your Appointment Booking Form to Your Website
After you’ve created your client booking form, you need to add it to your WordPress website.
WPForms allows you to add your forms to many locations on your website, including your blog posts, pages, and even sidebar widgets.
Let’s take a look at the most common page embed option.
To start, click on the Embed button at the top of the form builder.
Then you can select if you want to add your form to an existing page or create a new one. In the page editor, just click on Update or Publish to make your form live.
Step 6: Integrate WordPress Appointment Plugin with Google Calendar
To make managing your client appointments much easier, you may want to consider syncing your WPForms entries to Google Calendar.
That way, all booking info is automatically sent to your Google Calendar. It saves you the hassle of having to manually enter each client appointment booked through your website.
To do this, check out our tutorial on sending WPForms entries to Google Calendar.
Want to let users keep track of the appointment? Be sure to read about how to include an Add to Calendar option to your WordPress forms.
Next, Accept Payments When Clients Book Their Appointments Online
And there you have it! You now know how to accept appointments online and create an appointment booking form in WordPress.
Want to accept payments from your clients at the same time they submit their booking request form? Check out our post on Stripe vs Paypal to decide which one will work best for you. We also integrate with Square and Authorize.Net.
So, what are you waiting for? Get started with the most powerful WordPress forms plugin today and add a booking form to your website with a WordPress appointment plugin.