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Orders & bookings

Appointment request

Let clients request an appointment: the service, two preferred dates and a time of day, new or returning, and an approval step so the front desk confirms or offers another slot.

The Appointment request template, as a respondent sees it

What is in the form

  • First name
  • Last name
  • Email
  • Phone
  • Have you visited us before? (one of 2)
  • What is the appointment for? (dropdown)
  • Preferred practitioner (dropdown)
  • Preferred date (date)
  • Second choice (date)
  • Times that work for you (pick any)
  • Anything we should know before your visit? (long answer)

It ends with a thank-you message you can edit.

After someone submits

An approval by email (Pro). Each submission goes to an approver you name, with the answers and two buttons: “Confirm” and “Offer another time”. The rest of the workflow follows their decision.

The workflow comes with the form, switched off until you fill in the blanks: the approval needs Pro.

Make it yours

Change anything in the builder: nothing goes live until you publish.

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