Appointments
Appointment request form: questions + free template
An appointment request form is best when you want a customer to suggest a date and explain what they need, but you still need to confirm availability yourself.
Quick answer
Collect name, contact details, preferred date or time, and the reason for the appointment. Make it clear that submitting the form requests an appointment rather than confirming one.
What should the form include?
- Name
- Email or phone number
- Preferred date
- Preferred time or time window
- Reason for the appointment
- Optional notes or accessibility requirements
When should you use an appointment request form?
Use a request form when availability is checked manually, appointments require triage, or different staff members handle different types of enquiries. If customers can see real-time availability and reserve a slot immediately, a booking calendar is usually a better fit.
Keep the wording clear
Use labels such as “Request an appointment” and a confirmation message that says your team will confirm the date. Avoid wording that makes the customer think a slot is guaranteed before you have checked availability.
Use the free Formni template
Open the ready-made template, change the questions and wording to match your workflow, then publish and share your own version.
Open appointment request template