Template: Appointment Booking

Category: Lead Generation

Schedule meetings, demos, or consultations with visitors. This template guides visitors through selecting a meeting type, providing contact details, and choosing a preferred time.

Who It's For

• Sales teams offering product demos
• Consultants scheduling discovery calls
• Service businesses booking appointments
• Support teams scheduling technical calls

How It Works

The chatbot asks what type of meeting the visitor wants, collects their contact details, asks for a preferred time slot, and notifies your team.

Conversation Flow

Start
  → Welcome message
  → "What type of meeting?" (4 options)
     ├─ "Product Demo" (30 min)
     │    → Demo intro message
     ├─ "Free Consultation" (15 min)
     │    → Consultation intro message
     ├─ "Technical Support Call"
     │    → Support intro message
     └─ "Other"
          → General intro message
     │
     └─ (all paths) → Contact form (name, email, phone, company)
                     → "Preferred time?" (3 options)
                          ├─ "Morning (9 AM - 12 PM)"
                          ├─ "Afternoon (12 PM - 5 PM)"
                          └─ "Evening (5 PM - 8 PM)"
                     → Additional info form (notes/questions)
                     → Team notified (status: Lead)
                     → Confirmation message

What It Collects

• Meeting type (selection)
• Full name (required)
• Email (required)
• Phone number
• Company name
• Preferred time slot (selection)
• Additional notes / questions (text area)

Notifications

• Email notification sent to your team
• Push notification to all team members
• Visitor status set to Lead

Customization Ideas

• Change meeting types to match your offerings (e.g., "Strategy Session", "Onboarding Call", "Design Review")
• Add specific time slots instead of general ranges (e.g., "Monday 10 AM", "Tuesday 2 PM")
• Add a Custom Link button pointing to your Calendly or booking tool for self-scheduling
• Make company name required for B2B businesses
• Add a Carousel node before the form to showcase what each meeting type covers
• Route different meeting types to different notification emails (sales vs support)
• Add a "What's your budget?" question for consultation requests

Related Templates

• Generate Leads — Simpler lead capture without scheduling
• Request a Callback — Quick callback requests
• Support Routing — Route to specific departments