Quick Answer
How do you connect a custom form to a BizStackPro calendar?
Open Sites → Forms → Builder, create and save the form, then open Calendars → Settings, select the calendar, open Forms & Payments, choose the saved form, and click Save. Complete a test booking to confirm that the form and calendar are connected correctly.
How Custom Calendar Forms Improve the Booking Process
You may be receiving bookings but still need to contact each person to collect basic details before the appointment.
Custom forms allow you to request specific information before a contact completes the booking process. This can include contact details, project information, budget ranges, preferred dates, or other questions that help you prepare.
When forms are not configured or connected correctly, appointments may arrive with incomplete information. That can create additional follow-up work and make it harder to prepare for the conversation.
Connecting a custom form to the appropriate calendar helps keep the booking process organized. The contact supplies the required details, the appointment is scheduled, and the submitted answers are available for review inside BizStackPro.
Ask only for information you need
A calendar form should collect enough information to help you prepare without making the booking process unnecessarily long or difficult to complete.
Custom Calendar Forms at a Glance
Before You Begin
Decide what information the calendar form should collect before opening the form builder.
- Confirm which calendar should use the custom form.
- List the contact details every booking should include.
- Choose the questions that should be required.
- Prepare any dropdown choices or custom field options.
- Decide whether the form or calendar should appear first.
- Prepare contact information for a test booking.
Step 1: Create a Custom Form
Build and save the form that will collect information during the calendar booking process.
Open the Form Builder
From the BizStackPro dashboard, go to Sites → Forms, then open the Builder.
Add a New Form
Click Add Form. Start with a blank form or select an available form template.
Name the Form
Enter a clear internal name that identifies the purpose of the form, such as Consultation Intake.
Add the Core Contact Fields
Add the primary contact information needed for the booking. Common fields include:
- First Name
- Last Name
- Phone
Add Location Fields When Needed
Local or service-based businesses may also need to collect location information such as:
- Address
- City
- ZIP Code
Add Questions for Your Workflow
Add custom questions that help you understand the contact's needs before the appointment. Examples include:
- Project Type using a dropdown field
- Budget Range using a dropdown field
- Preferred Start Date using a date picker
- Referral Source using a dropdown field
Mark Important Questions as Required
Set essential questions as Required so the form cannot be submitted without the information.
Save the Form
Review the form fields and click Save Form.
Calendar settings can affect button styling
If the booking button color looks different from the form builder, the calendar widget may be overriding the form button styling. Review the applicable calendar or widget appearance settings.
Step 2: Link the Form to Your Calendar
Select the saved custom form from the settings of the calendar where it should appear.
Open Calendar Settings
From the BizStackPro dashboard, go to Calendars → Settings.
Select the Calendar
Open the calendar that should collect the custom form information.
Open Forms & Payments
In the calendar settings, open the Forms & Payments tab.
Choose the Custom Form
Select the form you created from the available dropdown list.
Choose the Display Order
When the option is available, choose whether the contact should complete the form before selecting an appointment time or select the appointment before completing the form.
Configure the Post-Booking Action
Add a post-booking message or redirect URL when one is needed for your appointment workflow.
Save the Calendar
Review the selected form and calendar options, then click Save.
Step 3: Test the Form and Calendar Integration
Complete a test booking before sharing the calendar link with real contacts.
Open the Public Booking Link
From Calendar Settings, click the applicable share or arrow icon to open the public booking link.
Review the Form Fields
Confirm that the correct form appears and that the questions are displayed in the intended order.
Test the Required Fields
Try continuing without completing a required field. The form should prevent submission and prompt you to supply the missing information.
Submit a Test Booking
Complete the form and schedule an appointment using test contact information that you can easily identify.
Review the Form Submission
Go to Forms → Submissions and confirm that the submitted answers were stored correctly.
Test the full visitor experience
Verify the form fields, required questions, appointment selection, submission record, and post-booking message or redirect before sharing the calendar publicly.
Calendar Form Best Practices
Frequently Asked Questions
Can I add custom fields to my calendar form?
How do I ensure my form is properly linked to my calendar?
What happens if a lead does not complete all required fields?
Can I edit a form after it has been linked to a calendar?
How do I track responses from my calendar form?
Continue Learning
Continue learning how to create forms, review submissions, and manage your BizStackPro calendar with these related Help Center guides.
