how-to-create-a-client-booking-form-in-wordpress

How to Create an Appointment Booking Form in WordPress (With a Plugin)

Looking for a WordPress appointment plugin so you can let your clients schedule appointments online? In this day and age, being able to book and accept an appointment online is vital for your business.

In this tutorial, we’ll show you how to create an appointment booking form in WordPress using a plugin.

Click Here to Start Making Your Appointment Booking Form Now

How to Use WPForms as a WordPress Appointment Plugin

As the world’s best form builder, WPForms comes with many features and functionalities — including the ability to create appointment booking forms. Here’s step-by-step instructions to set up your appointment booking form.

WPForms is the best WordPress Form Builder plugin. Get it for free!

Step 1: Create an Appointment Booking Form

The first thing you’ll need to do 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. For help with this step, see our tutorial on how to create a simple contact form as an example to get started.

Simple Contact Form

The simple contact form can act as a booking form template and includes with the following default form fields:

  • Name
  • Email
  • 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. It’s completely customizable.

Then, click on the field to make any changes. You can also click on a form field and drag it to rearrange the order on your contact form.

Step 2: Customize Your Appointment Booking Form

For our example, we’ll create a form that lets site visitors choose a salon service and pick the day and time they want to come in.

To start, we’ll drag the Multiple Choice form field from the left hand panel to the right and click on it to make changes.

Client Booking Form Multiple Choice

We’ll give clients 3 services to pick from when they want to book an appointment at the salon.

If you want to allow people to choose more than one option, use the Checkboxes form field instead.

simple booking form template checkboxes

Now, you’ll need to add the Date/Time form field so customers can choose which day and time they’d like to visit the salon.

Locate the Date/Time field from the left hand panel and drag it over to the right hand panel.

completely customizable accept appointments date and time

Next, click on the form to make edits.

Client Booking Form Date and Time

Notice we made the following changes:

  • Label: add a title to your form field letting customers know that they need to request a date and time to come in
  • Format: choose whether to ask people for a date, a time, or both
  • Description: add some helpful text below the form field so people know how their appointment booking will be confirmed
  • Required: click the “Required” checkbox to make sure people can’t submit your appointment booking form without requesting a date and time

When all your form fields are customized to your liking, click Save.

Step 3: 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.

reservation form wordpress site

Here you can configure the following settings like:

Click Save.

Step 4: Configure 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.

booking enquiry form template notifications

In fact, unless you disable this feature, whenever someone books an appointment on your site, you’ll get a notification about it.

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.

Custom Email Header

Step 5: 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 and send them time slots.

WPForms has 3 confirmation types to choose from:

  1. 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.
  2. 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.
  3. 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 Confirmation 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.

date and time form builder

Then, customize the confirmation message to your liking and click Save when you’re done.

For help with other confirmation types, see out documentation on setting up form confirmations.

Step 6: 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 post/page embed option.

To start, create a new post or page in WordPress and then click on the Add WPForms icon.

completely customizable appointment plugin for wordpress

Next, select your client booking form from the dropdown in the WPForms widget.

wordpress appointment booking plugin tool

Then, click on the blue Publish button in the top right corner to publish your post or page so your client booking form will appear on your website.

appointment form integrates with google calendar

Step 7: Integrate with Google Calendar

To make managing your client appointments much easier, you may want to considering syncing your WPForms entries to Google Calendar.

That way, all booking info is automatically sent to your Google Calendar. It saves you to hassle of having to manually enter each client appointment booked through your website.

appointments plugin integrates with google calendar

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.

Click Here to Start Making Your Appointment Booking Form Now

In Conclusion

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 as well as book appointments for them? Check out our post Stripe vs Paypal to decide which of the 2 payment gateways works best for you.

You can also connect your booking form to your email marketing service to stay in touch with your clients with email marketing:

So, what are you waiting for? Get started with the most powerful WordPress forms plugin today and add a booking form to your website.

And don’t forget, if you like this article, then please follow us on Facebook and Twitter.

Using WordPress and want to get WPForms for free?

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Comments

  1. Thanks for reading this article – I hope you found it helpful.

    I wanted to let you know about our new WordPress survey plugin that allows you to build interactive polls and surveys within minutes. You also get best-in-class reporting, so you can make data-driven decisions.

    You can get it 100% free when you purchase WPForms Pro plan.

    Get Started with WPForms Today and see why over 2 million websites choose WPForms as their preferred online form builder.

    Syed Balkhi
    CEO of WPForms

  2. I will like the user to be able to see a preview of the form submitted and print it. Also that the preview form should have a distinct form no

  3. Do you have the ability to hide certain days of the week or times? Example: business isn’t open on Saturday or Sunday. Could those days be hidden? If yes, how would I go about that? Same example for times as well. If they are only open until 6:00 pm, for example, how could I hide time slots after 6:00 pm?

  4. Hi SYED

    WPForms gets a lot of positive reviews so I tried out the Lite version for evaluation. There’s hardly anything there and it’s basically a marketing tool to get you to upgrade to a paid version. My boss won’t pay for anything unless I’ve evaluated it, so I’ll have to go elswhere.

    1. Hi Jeremy,

      I’m sorry to hear you weren’t satisfied with the free version of WPForms. If you have any questions or concerns you’d like to address, please definitely let us know.

      Thanks!

  5. Hi,

    first of all, want to thank you for the informative article about the product!

    I need a form that witch after submitting makes the product inactive on the field “select”. Can we do that with your wpforms?

    Thank you in advance,
    Dimitrios

    1. Hi Dimitrios,

      We don’t have a way to do this right now, but I’ve made a note on our feature request list so we can keep it on our radar! Thanks for the suggestion 🙂

    1. Hi Marnix,

      We don’t have a way to do this right now, but I’ve made a note on our feature request list so we can keep it on our radar! Thanks for the suggestion 🙂

  6. This is straightforward enough, but I don’t see a way to prevent something like double bookings since it just adds to the Google Cal but doesn’t block out dates/times based on availability. Is there a way to check the calendar to make sure no one has already scheduled that time slot?

    1. Hi Andrew,

      Unfortunately we don’t have a way to do this right now, but I’ve made a note on our feature request list so we can keep it on our radar! Thanks for the suggestion 🙂

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