The Scheduler Field makes it easy for users to book appointments directly from your form. It integrates with Calendly so respondents can choose available time slots without back-and-forth communication.

Adding the Scheduler Field

• Open your form in the editor from your Formester dashboard.
• Click Add Elements.
• Under Date and Time, select Scheduler.
• The field will appear on your form.

Configuring Scheduler Properties

• Add Your Calendly Link
• • Click on the Scheduler field to open its properties panel.
  • Paste your Calendly event link into the Calendly Link input box.

• Customize the Link Opener Button
• • Update the button text that respondents see.
  • Example: Change “Schedule Appointment” to “Book a Call” or “Reserve Your Spot.”

• Autofill Details
• • Use Autofill Name to pull the respondent’s name from a previous Name Field in the form.
  • Use Autofill Email to use the email entered in a previous Email Field.
  • This saves users from typing the same details twice.

Use Cases

• Client Onboarding: Allow new clients to instantly book intro calls.
• Consultations: Set up one-on-one sessions without manual scheduling.
• Interviews: Let candidates pick available interview slots.
• Service Booking: Make it easy for customers to reserve time with your team.

Publishing Your Form

• Once everything is configured, click Publish.
• Use Preview to test the button, ensure the Calendly popup loads correctly, and check autofill settings.
• Submit a test response to confirm the flow works smoothly.

Updated on: 15/09/2025