Stop Emailing Five Time Slots
Booking an appointment by email takes four messages and a day. Booking on your web form takes one click — and the slot is blocked in your calendar the moment the visitor submits it.
A visitor fills in your contact form: they want an appointment. You reply with three possible times. They answer the next morning with a fourth. You check the calendar, someone else has taken that slot, and you start again. By the time the appointment is fixed, the visitor has spent more effort booking than they expected to spend on the whole thing.
The fix is old and obvious: let them pick the time themselves. The question is how to do it without bolting a separate booking tool onto your site and your calendar.
The form books the slot
Under Settings → Web forms, booking turns on for the same web forms that already feed your Leads. Set your work hours, slot length, capacity per slot, a notice period, blocked dates and booking limits — for example, at most two appointments per customer per week. Then paste the booking widget on any page, on its own or inside the form you already use. It works in English and German and can be styled to match your site.
The visitor picks a free date and time. The booking lands in Leads with the chosen slot, and the appointment appears in your calendar straight away.
You still decide
A booking is a request, not a commitment. Open the appointment and a banner explains where it came from; Accept appointment confirms it and turns the block back to its normal colour. Converting the lead accepts it too. Dismissing the lead, or marking it as spam, removes the appointment and frees the slot again.
Pending appointments also show in the dashboard's Today's agenda, marked as pending, so nothing waits unseen.
The best booking flow is the one where nobody writes "does Thursday work?"
Your other calendars keep up
With the Calendar Sync plugin, bookings flow into Google or Apple as soon as they are made, and events you create there flow back into the CRM. Your busy hours are respected without anyone copying appointments across by hand.
When an appointment needs other people, invite them from the event: teammates, portal clients or any external email address. Each guest gets the event as an .ics file and a personal RSVP link that needs no account — Accept, Maybe or Decline — and the answers come straight back to the event.
- Short slots, short notice for quick consultations.
- Capacity above one when several people can take the same slot.
- Blocked dates for holidays, so nobody books the week you are away.
Try it from the visitor's side: Online booking on our features page lets you book a slot and accept it yourself.