Lead Gen

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.

FieldTypeRequired
Full nametextRequired
EmailemailRequired
What are your top goals?textareaRequired
What have you tried so far?textareaOptional
Preferred consultation datedateRequired
Preferred timeselectRequired
TimezoneselectRequired

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. 1

    Copy the embed code

    Grab the Foldr Forms script tag above.

  2. 2

    Paste it in your site

    Drop it into the HTML of any page where the form should appear.

  3. 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.

Related lead gen templates

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