Consultation Booking Template
A consultation intake form that collects goals, current state, and a preferred time slot so the first call is productive from minute one. Works for coaches, consultants, and any service with a discovery call.
Drop the consultation booking template into any page, customize every field in a drag-and-drop editor, and collect responses in a dashboard that is built for teams — not spreadsheets. Free forever on Foldr Forms.
Fields in this template
This template ships with 7 fields. Every field is editable — add, remove, or rename without touching code.
| Field | Type | Required |
|---|---|---|
| Full name | text | Required |
email | Required | |
| What are your top goals? | textarea | Required |
| What have you tried so far? | textarea | Optional |
| Preferred consultation date | date | Required |
| Preferred time | select | Required |
| Timezone | select | Required |
Common use cases
- Executive coaching intake
- Financial advisor discovery call
- Marketing consultant kick-off
- Legal consultation pre-screen
Embed this template
Paste this snippet anywhere in your HTML and the form will render in place.
<script src="https://foldr.space/forms/embed.js" data-template="consultation-booking"></script>Prefer a hosted link? Every template also gets a share URL at foldr.space/forms/consultation-booking.
How to use the Consultation Booking template
- 1
Copy the embed code
Grab the Foldr Forms script tag above.
- 2
Paste it in your site
Drop it into the HTML of any page where the form should appear.
- 3
Customize the fields
Open the template in the Foldr editor to tweak fields without code.
Frequently asked questions
Can clients pay a deposit?
Yes. Connect Stripe and charge a refundable or non-refundable booking deposit before the slot is confirmed.
Does it prevent double-booking?
Enable real-time availability sync with Google Calendar or Cal.com so only open slots are selectable.
Can I collect intake answers privately?
Submissions are encrypted at rest and only visible to workspace admins you explicitly invite.
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