{ "_template": { "slug": "meeting-booking-form", "name": "Meeting and Appointment Booking Form", "version": 1, "specVersion": 1, "source": "https://www.regform.com/form-templates/meeting-booking-form" }, "form": { "title": "Meeting and Appointment Booking Form", "nav": { "mode": "free", "backLabel": "Back", "nextLabel": "Next", "submitLabel": "Book Meeting", "showProgress": true, "validatePerStep": true }, "steps": [ { "id": "step-about", "title": "About You", "fields": [ { "id": "f-first-name", "key": "first_name", "type": "text", "label": "First Name", "required": true, "hidden": false, "options": [] }, { "id": "f-last-name", "key": "last_name", "type": "text", "label": "Last Name", "required": true, "hidden": false, "options": [] }, { "id": "f-email", "key": "email", "type": "email", "label": "Email Address", "required": true, "hidden": false, "options": [], "description": "Your confirmation and any meeting link are sent here.", "placeholder": "name@example.com", "editableAfterSubmit": true }, { "id": "f-phone", "key": "phone", "type": "phone", "label": "Mobile Phone", "required": true, "hidden": false, "options": [], "description": "So we can reach you if plans change on the day.", "placeholder": "+1 555 0100", "editableAfterSubmit": true }, { "id": "f-company", "key": "company", "type": "text", "label": "Company", "required": true, "hidden": false, "options": [] }, { "id": "f-job-title", "key": "job_title", "type": "text", "label": "Job Title", "required": false, "hidden": false, "options": [] } ] }, { "id": "step-meeting", "title": "The Meeting", "fields": [ { "id": "f-meeting-type", "key": "meeting_type", "type": "radio", "label": "What Kind of Meeting", "required": true, "hidden": false, "options": [ { "label": "Product demonstration", "value": "Demo" }, { "label": "Pricing and commercial discussion", "value": "Commercial" }, { "label": "Technical deep dive", "value": "Technical" }, { "label": "Partnership or reseller", "value": "Partnership" }, { "label": "Existing customer, support or account", "value": "Support" }, { "label": "Something else", "value": "Other" } ], "description": "Tells us who should take the meeting." }, { "id": "f-topic", "key": "topic", "type": "textarea", "label": "What Would You Like to Cover", "required": true, "hidden": false, "options": [], "description": "The most useful thing on this form. One or two sentences is plenty.", "placeholder": "What you are trying to solve, or what you want to see" }, { "id": "f-attendee-count", "key": "attendee_count", "type": "number", "label": "How Many People Will Attend", "required": false, "hidden": false, "options": [] }, { "id": "f-additional-attendees", "key": "additional_attendees", "type": "textarea", "label": "Who Else Is Joining", "required": false, "hidden": true, "options": [], "description": "Names and roles, so we know who is in the room." } ] }, { "id": "step-slot", "title": "Choose a Time", "fields": [ { "id": "f-slot-intro", "key": "slot_intro", "type": "text_block", "label": "", "required": false, "hidden": false, "options": [], "content": "

Each slot holds one meeting. Times that have gone are no longer shown, and if the day is full you will be offered a place on the waitlist.

" }, { "id": "f-slot", "key": "slot", "type": "item_select", "label": "Choose a Time", "required": true, "hidden": false, "options": [], "description": "Replace these with your real availability. Keep the day in every name.", "pricingMode": "single", "selectionMode": "single", "visibleItemIds": [ "slot-tue-0900", "slot-tue-0930", "slot-tue-1000", "slot-tue-1330", "slot-tue-1400", "slot-wed-0900", "slot-wed-0930", "slot-wed-1330", "slot-wed-1400", "slot-wed-1430" ] } ] }, { "id": "step-format", "title": "Format", "fields": [ { "id": "f-format", "key": "format", "type": "radio", "label": "How Should We Meet", "required": true, "hidden": false, "options": [ { "label": "In person at the event", "value": "In person" }, { "label": "Video call", "value": "Video" }, { "label": "Phone call", "value": "Phone" } ] }, { "id": "f-location-note", "key": "location_note", "type": "text_block", "label": "", "required": false, "hidden": true, "options": [], "content": "

We will meet at our booth. Replace this with your booth number, the nearest entrance and who to ask for at the desk.

" }, { "id": "f-video-platform", "key": "video_platform", "type": "dropdown", "label": "Preferred Video Platform", "required": false, "hidden": true, "options": [ { "label": "Zoom", "value": "Zoom" }, { "label": "Microsoft Teams", "value": "Teams" }, { "label": "Google Meet", "value": "Meet" }, { "label": "No preference", "value": "No preference" } ], "multiple": false }, { "id": "f-time-zone", "key": "time_zone", "type": "dropdown", "label": "Your Time Zone", "required": false, "hidden": true, "options": [ { "label": "Eastern (ET)", "value": "Eastern" }, { "label": "Central (CT)", "value": "Central" }, { "label": "Mountain (MT)", "value": "Mountain" }, { "label": "Pacific (PT)", "value": "Pacific" }, { "label": "Outside North America", "value": "Other" } ], "multiple": false, "description": "So the time in your confirmation is the right one." }, { "id": "f-accessibility", "key": "accessibility", "type": "textarea", "label": "Accessibility or Support Needs", "required": false, "hidden": false, "options": [], "placeholder": "Optional" } ] }, { "id": "step-confirm", "title": "Confirm", "fields": [ { "id": "f-cancellation-ack", "key": "cancellation_ack", "type": "checkbox", "label": "I will let you know if I need to cancel, so the slot can go to somebody else", "required": true, "hidden": false, "options": [] }, { "id": "f-marketing-optin", "key": "marketing_optin", "type": "checkbox", "label": "Send me relevant updates after the event", "required": false, "hidden": false, "options": [] } ] } ], "cart": { "enabled": true, "currencyCode": "USD", "items": [ { "id": "slot-tue-0900", "name": "Tuesday 9:00 AM", "price": 0, "active": true, "capQuantity": 1, "description": "30 minutes." }, { "id": "slot-tue-0930", "name": "Tuesday 9:30 AM", "price": 0, "active": true, "capQuantity": 1, "description": "30 minutes." }, { "id": "slot-tue-1000", "name": "Tuesday 10:00 AM", "price": 0, "active": true, "capQuantity": 1, "description": "30 minutes." }, { "id": "slot-tue-1330", "name": "Tuesday 1:30 PM", "price": 0, "active": true, "capQuantity": 1, "description": "30 minutes." }, { "id": "slot-tue-1400", "name": "Tuesday 2:00 PM", "price": 0, "active": true, "capQuantity": 1, "description": "30 minutes." }, { "id": "slot-wed-0900", "name": "Wednesday 9:00 AM", "price": 0, "active": true, "capQuantity": 1, "description": "30 minutes." }, { "id": "slot-wed-0930", "name": "Wednesday 9:30 AM", "price": 0, "active": true, "capQuantity": 1, "description": "30 minutes." }, { "id": "slot-wed-1330", "name": "Wednesday 1:30 PM", "price": 0, "active": true, "capQuantity": 1, "description": "30 minutes." }, { "id": "slot-wed-1400", "name": "Wednesday 2:00 PM", "price": 0, "active": true, "capQuantity": 1, "description": "30 minutes." }, { "id": "slot-wed-1430", "name": "Wednesday 2:30 PM", "price": 0, "active": true, "capQuantity": 1, "description": "30 minutes." } ], "fees": [], "holdMinutes": 10, "requireEmail": true, "paymentProviders": [ "stripe" ], "promoStackingMode": "none", "buyerEmailFieldKey": "email" }, "theme": "light", "editLinkTtl": { "unit": "days", "value": 30, "enabled": true }, "cookieNotice": { "enabled": true, "privacyPolicyUrl": "" }, "integrations": [ { "key": "waitlist", "enabled": true, "settings": { "mode": "fifo", "offerWindow": { "unit": "hours", "value": 12 }, "reviewFieldKeys": [ "first_name", "last_name", "company", "meeting_type" ], "itemCapacityEnabled": true } }, { "key": "confirmation_email", "enabled": true, "settings": { "bodyHtml": "

Your meeting is booked. The time is below. Replace this text with where to meet us, who to ask for, and a number to call if you are running late. For video meetings, include the link.

", "includeCalendarLinks": false, "includeSessionIcsFile": false, "includeEventCalendarLink": false } } ], "notifications": { "emailOwnerOnSubmission": true }, "thankYouMessage": "Your meeting is booked. The time and location details are on their way to your inbox.", "showLanguageSelector": false }, "rules": [ { "id": "rule-additional-attendees", "actions": [ { "action": "show_field", "target": "additional_attendees" } ], "conditions": [ { "fact": "attendee_count", "value": 1, "operator": "greaterThan" } ], "logicType": "all", "description": "Ask who else is coming when more than one person attends", "evaluationMode": "immediate" }, { "id": "rule-video-format", "actions": [ { "action": "show_field", "target": "video_platform" }, { "action": "show_field", "target": "time_zone" }, { "action": "require_field", "target": "time_zone" } ], "conditions": [ { "fact": "format", "value": "Video", "operator": "equal" } ], "logicType": "all", "description": "Video meetings need a platform and a time zone", "evaluationMode": "immediate" }, { "id": "rule-in-person", "actions": [ { "action": "show_field", "target": "location_note" } ], "conditions": [ { "fact": "format", "value": "In person", "operator": "equal" } ], "logicType": "all", "description": "Show where to meet for in person bookings", "evaluationMode": "immediate" } ] }