Add a custom appointment request form to your website

Add a custom appointment request form to your website
Artem Tiulnikov
Artem Tiulnikov 5 min read

When you’re a business owner, managing appointments can quickly get out of hand if you do it the old fashioned way — via email or phone.

Sounds familiar? Well, the first step in solving any problem is recognizing there is one. And you’re already on the right track if you’re looking for a more productive way to manage appointment requests.

Getsitecontrol can give you an edge in this regard. It’s an easy-to-use online form builder that requires zero coding knowledge. Once you’ve read this post, you’ll be able to create an appointment request form like this one and customize it the way you want:

In fact, if you like this template, just hit the See live preview button above and you’ll be able to quickly add the form to your website.

If you’d prefer to learn how to create an appointment request form from scratch, below, we’ll show you the process. Then, we’ll provide a few tips to ensure people follow through the submission process.

Okay, here we go. To create a custom appointment form for your website, you need to:

  1. Create a Getsitecontrol account.

  2. Log into your admin dashboard, click Create widget, and select Contact visitors from the dropdown menu in the top left corner of the screen.

  3. There are five webpage positions available: a modal popup, a fullscreen, a slide-in, a bar, or a panel. For the appointment form, panels are the most popular choice — but feel free to use any other option.

  4. Next, pick a template and proceed to Continue → in the top right corner of the screen.

  5. Adjust the copy and the design according to your needs. Delete or modify your form fields.

  6. Once you’re finished, create Page 2 by clicking the “+” button in the bottom right corner and make a brief submission success message. Your customers will see this message after filling out the appointment form.

  7. Hit the Save & close button in the top right corner of the screen to finish.

Now, if you choose to activate the form, it will instantly go live on every page of your website. Every time someone fills it out, you’ll be receiving an email notification with the request details.

How to download appointment form requests in bulk

For each form you create in Getsitecontrol, there is a statistics section available right in the dashboard. The statistics report houses all the appointment requests sent through the form. You can view them in the dashboard or download the report in a spreadsheet that will feature detailed information on each entry:

Contact form submissions downloaded in a spreadsheet document

If you’re using 3rd-party cloud apps for your business — for instance, CRM or appointment scheduling tools — you can integrate them with Getsitecontrol. This way the data submitted through the form will be sent to the software of your choice.

Tips and tricks on building an appointment form

A bulky, unintuitive form can cost you a lead.

Yes, you read it right. If someone fails to understand or to fill out the form correctly, you may lose them as a potential customer.

That’s why in the following paragraphs, we’ll go over design tricks to make your appointment form more convenient to use.

1. Use checkboxes and dropdown lists to save time

If some responses can be categorized or pre-filled, you should do that using dropdown lists, checkboxes, or radio buttons. Not only will it save your prospects’ time and effort, but it will also make appointment requests easier to organize and scan through.

Note that in Getsitecontrol, all fields are created mandatory by default. If you want to make a field optional, just click on it to expand the settings and tick off the Required option.

2. Place easy-to-complete fields first

Here is another trick: place the fields that take minimum time to fill out at the beginning of the form. Leave the heavy-text comment fields for the end of submission or even make them optional.

If a form starts with large text fields, it may push your prospects away from filling it out or make them want to postpone the submission.

Meanwhile, if they start with checkboxes and other easy fields, chances are higher they will finish the submission after going halfway through.

3. Add microcopy to eliminate uncertainty

The best practice is to keep field labels concise. However, if you think your prospects might misunderstand the purpose of some fields, you can add a microcopy.

A microcopy is a small piece of text introduced for explanatory purposes.

Here is an example of a clarifying microcopy:

Another great use of a microcopy is removing customers’ obstacles and concerns.

Take the safety concern as an example. Sharing personal information online is a sensitive subject, so if you refer to your Privacy Policy in a microcopy, it will highlight the trustworthiness of the website.

You can place your Privacy Policy microcopy at the bottom of your form. To do that, access the field at the very bottom of the Text section and enter your copy in the Note segment.

Live-preview example of a clarifying microcopy in the Comments section

4. Create different form types for different pages

Should your appointment request form be attention-grabbing? That’s a tricky question.

On the one hand, you surely want people to make appointments. On the other hand, you probably don’t want to be too pushy displaying the form when your website visitors aren’t ready to commit.

If that’s the case, you can build two types of forms. One may appear as a popup on a page where visitors are likely to be interested in making an appointment. These can be the Contact page, the Pricing page, or the Schedule page. On the remaining pages, you can install a less intrusive panel that expands upon click.

To specify the location of a widget, you need to go to the Targeting tab and enter the corresponding URL in the Include field.

5. Opt for a sticky button

In addition to the widget positions available in the Getsitecontrol dashboard, you can choose to place a sticky button (also known as “launchers”) that will launch the appointment request form upon click.

Sticky buttons are more eye-catching, and you can place them practically anywhere on the webpage — not just in the bottom corners.

Getsitecontrol provides a gallery of sticky button templates — make sure to check it out. Keep in mind that you can always fine-tune both the appearance and the copy.

To use a launcher for your appointment form, you’ll need to:

  1. Create the appointment form and save it in your Getsitecontrol dashboard.

  2. Choose a floating button from the gallery and add it to your admin dashboard.

  3. Scroll down to the Content tab and click Add action.

4.Select the appointment request form you’ve created.

That’s about it. The form will pop up when visitors click on the button.

Ready to add an appointment request form to your website?

By now, you are familiar with all the basics of form building. Using the same principles, you’ll be able to create any custom form for your website including online order forms, service feedback surveys, and more.

Go ahead and try it out with the help of Getsitecontrol!

You’re reading Getsitecontrol usecase collection where we talk about the best practices for using website popups. This usecase is a part of Request forms section.

Get the print version

Download a PDF version of our use case for easier offline reading and sharing with coworkers.

Download PDF

Best practices

You’re reading Getsitecontrol usecase collection where we talk about the best practices for using website popups. This usecase is a part of Request forms section.

Subscribe to get updates

Get beginner-friendly tips for growing your online business.

Join the list →