Appointment requestConsultants & agencies

Consultation call request form

A first conversation goes better when you know what it's about before you pick up the phone. This form asks for the topic and the company, whether the client prefers a phone call, a video call or meeting in person, and a day and time of day that suits them. You reply with a confirmed time, and the call starts with context instead of introductions.

More for Consultants & agencies

Opens as an editable form in your dashboard. If you're not signed in yet, you'll sign in or create an account first.

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Try the fields: this preview doesn't send or store anything. The form you create works the same way and emails each submission to you.

What's in this template

Every field can be renamed, reordered, made optional or removed in the form builder.

  • What is the call about?Dropdown · Required
  • Company (optional)Short answer · Optional
  • How would you like to talk?Single choice · Required
  • Preferred dateDate · Required
  • Preferred time of dayDropdown · Required
  • What would you like to discuss? (optional)Long answer · Optional
  • Full nameShort answer · Required
  • EmailEmail · Required
  • Phone numberPhone · Optional

How to use this template

  1. Open it in your dashboardSelect “Use this template”. If you don't have an account yet, sign up first; the form opens right after.

  2. Make it yoursChange the questions, options, colours and the thank-you message in the form builder, then save.

  3. Share it and get submissionsShare the form's link or link to it from your website. Each submission is emailed to you and saved in your dashboard.

Tips for this form

  • Replace the topics with the services you actually offer, so the answer tells you who on your team should take the call.
  • Keep the description optional: people who aren't ready to put everything in writing will still get in touch.
  • Turn on the auto-responder to send a short note on what to prepare for the call.
  • If you'd rather have clients pick a confirmed slot themselves, use Zotview's online booking system next to this form.

Running a business like this? See how Zotview sets up the website, booking and forms for Consultants and agencies.

Zotview for Consultants and agencies

Questions about this template

Does the client get a confirmed appointment?

No. The form collects a request with a preferred day and time of day, and you confirm the slot yourself. If you want clients to book a free slot directly, Zotview's online booking system does that.

Can I ask different questions depending on the topic?

Yes. In the builder you can add conditional fields, for example extra questions that only appear when someone picks a particular topic.

Who receives the requests?

Each request is emailed to your account address and saved under Submissions in your dashboard. You can add colleagues as extra recipients in the form's settings.

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Start with this form, change anything later

The template opens in the form builder, where you can edit every question and choose who receives the submissions.