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How to Create a Client Booking Form in WordPress

How to Create a Client Booking Form in WordPress

by Lindsay Liedke on Aug 9, 2018

Do you want to allow your customers to schedule an appointment directly from your WordPress site? Whether you’re a massage therapist, hair stylist, consultant, or manage a clinic, being able to book an appointment is vital for business.

In this tutorial, we’ll show you how to create a client booking form in WordPress.

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 comes with the following default form fields:

  • Name
  • Email
  • Comment or Message

You can add additional fields to your form by dragging them from the left hand panel to the right hand panel.

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 Client 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.

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.

Again, just drag the form field from the left hand panel to the right hand one and click on it to make changes.

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 cannot submit your client booking form without requesting a date and time.

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

Step 3: Configure Your Client 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.

WPForms General Settings

Here you can configure the following:

  • Form Name. Rename your form if you want to.
  • Form Description. Give your form a description.
  • Submit Button Text. Customize the submit button copy.
  • Spam Prevention. Enable the anti-spam honeypot feature to prevent fake appointment bookings. This feature is automatically enabled on all WordPress forms. If you decide to use another form of spam prevention, just unclick this option.
  • GDPR Enhancements. 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.

Click Save.

Step 4: Configure Your Client Booking Form’s Notifications

Notifications are a great way to send an email whenever a client books an appointment using your WordPress form.

WPForms Notifications Settings

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 Client Booking Form’s Confirmations

Form confirmations are messages that display to site visitors once they submit a client 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 three 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.

Confirmation Message

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 Client 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 Form button.

Next, select your client booking form in the modal popup and click Add Form.

Add Client Booking Form

Then, publish your post or page so your client booking form will appear on your website.

Final Client Booking Form

If you want to make managing your client appointments much easier, check out this helpful tutorial on sending WPForms entries to Google Calendar.

This way, all booking information can be automatically sent to your Google Calendar, saving you the hassle of having to manually enter every client appointment that’s booked on your website.

Client Booking in Google Calendar

And there you have it! You now know how to create a client booking form in WordPress.

Want to get more value from your client forms? Check out these web form hacks to unlock hidden customer data.

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

Comments

  1. 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

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