Formstep

Book a Cal.com appointment without leaving the form

The intake form asks the questions; the booking usually waits in a second link, or an iframe in another font. Here it is a question like any other: shown when the answers call for it, filled with the name and email already given, in your theme and the respondent’s language, and part of the submission.

Updated

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How it works

  1. In the editor, type /, insert Schedule appointment, and click Connect Cal.com. Pick the account and the event type people should book.
  2. Set Name from and Email from to earlier questions or hidden fields, so the respondent does not type them again. Or leave both off and let them type.
  3. Preview the booking, then publish. Formstep will not publish while the question is missing its account or event type, and says which question to fix.

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What the respondent does

They pick a date, then a free time, shown in their browser’s time zone and changeable in the Time zone list. They confirm the name and email and click Book. Cal.com creates the booking and sends its usual confirmation and calendar invitation; the form shows What, When, Who and Where with the meeting link. Until they submit, Cancel booking lets them pick another time. If someone else takes the slot first, they see the times still free.

Scheduling that follows the answers

Logic can show the question only to the leads worth a call, say budget and authority both present. A visible Schedule appointment question needs a booking before the form can be submitted; a hidden one does not block it. After a booking, the answers that decided to show the question lock until the booking is cancelled, and a booking on a question that ends up hidden, because a branching rule skipped its page, is cancelled on Cal.com.

The booking in the submission

The booking shows under the question in the submission table and detail view, and goes out in notification emails, PDFs, exports, webhooks and integrations. Webhooks, n8n, Zapier, Make, request callbacks and the API get it as data: start and end time, time zone, attendee, meeting link, Cal.com booking id and status.

Cal.com accounts belong to the workspace, connected from the question or under Workspace › Integrations. A request can carry the question too, so a workflow asking a customer to confirm their details can have them book the onboarding call in the same form; the client onboarding template is a place to add it.

Questions about Formstep for Cal.com

Something else on your mind? The docs cover every setting, and we answer email.

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No. Schedule appointment is a Formstep question drawn in your form’s theme and language. Cal.com supplies the event types, the availability, the calendar invitation and the meeting link.

Ones that need only a name, an email and a time. Event types that need confirmation, recur, have seats, cost money or have required booking questions are marked Not bookable from a form.

Cal.com confirms the booking when they click Book, so it is on the calendar. On a public link, Formstep cancels it if the form is still not submitted 24 hours later. On a request, it is cancelled when the request is cancelled or expires.

Every plan, including Free.

Collect information from anyone.

Publish a sample form, answer it as your recipient would, and watch the answers come back. No account needed.

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