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Book consultation calls from your enquiry form

Every consultation request becomes an appointment in Acuity Scheduling, filed under the service type the prospect asked about.

When this happens

New submission on your "Request a consultation" form

Do this

Add a new appointment in Acuity Scheduling for the matching appointment type

One-directional. A submission triggers the action — nothing is written back into your form.

A studio that takes enquiries through its website usually loses the first hour of a lead to admin: read the enquiry, work out which service it maps to, open Acuity, type the name and number in again. This flow removes that step.

It suits design studios, agencies and any small practice where the person answering enquiries is also the person doing the work. The prospect fills in one form; by the time the notification arrives, the slot already exists in Acuity Scheduling with their brief in the appointment notes.

Setting it up

  1. 1

    Publish the Web Design Project Inquiry template in formformform as your consultation request form, and rename the Project Type options so they match the appointment types you already sell in Acuity Scheduling.

  2. 2

    In Zapier, point the "New Submission" trigger at that published form and send one test enquiry through so every field is available to map.

  3. 3

    Add Acuity Scheduling as the action app and choose "Add New Appointment".

  4. 4

    Set the appointment type from the Project Type answer rather than a fixed value, so a landing page enquiry and a full rebuild land on different service types.

  5. 5

    Split Contact Name into first and last name with a Zapier Formatter step, because Acuity keeps those two fields apart.

  6. 6

    Decide what datetime the appointment uses. The enquiry form does not ask for one, so book into a standing consultation slot worked out by a Formatter date step.

  7. 7

    Map Project Goals and Current Website URL into the appointment notes, so the call opens with the prospect's own words and their site already to hand.

  8. 8

    Run a real enquiry through, confirm the appointment appears on the right calendar in Acuity Scheduling, then switch the Zap on.

What maps where

Using the Web Design Project Inquiry as the starting point. These are its real fields — swap in your own and the mapping works the same way.

Form fieldAcuity Scheduling
Contact NameSplit into the client first and last name on the new Acuity Scheduling appointment
Email AddressClient email, so Acuity Scheduling sends its own confirmation and reminder
Phone NumberClient phone on the appointment record
Project TypeChooses which Acuity Scheduling appointment type the booking is created under
Project GoalsAppointment notes, visible to whoever runs the call
Current Website URLAppointment notes, so the reviewer can open the site before the call

Variations worth knowing

Route bigger projects to a longer slot

Budget Range and Approximate Number of Pages both arrive with the submission. Add a Zapier paths step so anything above your threshold books a sixty-minute discovery appointment type, and everything else takes the standard twenty-minute call.

Hold the slot until you have read the brief

Swap the action to "Block Off Time" instead of "Add New Appointment". The hour is held on your calendar with the enquiry in the notes, and you convert it into a confirmed booking by hand once the brief looks like something you want.

If something isn't arriving

The Zap runs but Acuity Scheduling rejects the appointment

Almost always the datetime. Acuity needs a full timestamp in the calendar's own timezone, and the slot has to still be free. A bare date, or a time already taken, fails the step. Send a formatted datetime and aim it at a window you keep open.

Every consultation lands on the same service type

The appointment type is still set to a fixed value in the Zap. Map it from Project Type instead, and check each option on the form is spelled exactly as the appointment type is named in Acuity Scheduling, or map to the numeric appointment type ID.

Frequently asked questions

Does the prospect pick their own time on the form?

Not in this flow. The submission is sent on and Acuity Scheduling creates the appointment at the time your Zap specifies. If you want the prospect choosing a slot themselves, keep the form for the brief and send them to your Acuity booking page afterwards.

Will the booking show up back on the form submission?

No. The connection runs one way — a submission triggers an action in Acuity Scheduling, and nothing is written back into formformform. Your record of the booking lives in Acuity; the submission itself stays in formformform responses.

Can I stop spam enquiries from creating appointments?

Add a Zapier filter straight after the trigger so only submissions meeting your criteria continue: a plausible phone number, a recognised project type, a budget field that is not blank. Anything filtered out stays in formformform responses without touching your calendar.

Related automations

Build the form first

The automation needs somewhere to fire from. Publish a form, connect it once, and every submission from then on runs this flow.

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