Delivery Scheduling Request Template

Stop scheduling deliveries over the phone. This delivery scheduling form lets customers request their preferred date, time window, and delivery preferences online — including signature requirements, package weight, and gate access instructions — so your dispatch team can plan routes and confirm slots without back-and-forth calls.

Use this template

Last updated 21 August 2026

Fields in this template

Sender / Contact Namerequired
Email Addressrequired
Phone Numberrequired
Delivery Addressrequired
Preferred Delivery Daterequired
Preferred Delivery Windowrequired
Morning (8am – 12pm) · Afternoon (12pm – 5pm) · Evening (5pm – 8pm) · First available · Anytime — no preference
Package Weight (lbs)
Package Dimensions (L x W x H in inches)
Delivery Typerequired
Standard · Expedited · Same-Day · Scheduled Appointment
Is a signature required upon delivery?required
Yes — signature required · No — signature not required
If recipient is unavailable, may we leave the package?required
Yes — leave at the door · Yes — leave with neighbor · No — attempt redelivery
Special Delivery Instructions

Who uses this template

Courier and delivery companiesFurniture and appliance retailersGrocery and meal delivery servicesMedical supply distributorsE-commerce fulfillment companiesFlorists and specialty gift shopsPharmacy and prescription delivery servicesMoving companies

About this template

A delivery scheduling form bridges the gap between a customer placing an order and a driver successfully completing a drop-off. When customers can specify their preferred window, signature preferences, and access instructions upfront, first-attempt delivery success rates improve dramatically — fewer missed deliveries, fewer redelivery attempts, and fewer support calls.

For businesses that handle scheduled or appointment-based deliveries — furniture stores, medical suppliers, meal kit services — the scheduling form is often the most important customer touchpoint after purchase. A clean, easy-to-complete form signals professionalism and reduces anxiety about 'when will my delivery arrive.' It also gives your dispatch team the data they need to route efficiently and notify drivers of special requirements before they leave the depot.

formformform makes it simple to deploy a delivery scheduling form on any website or share it via a text message to customers who just placed an order. Every submission feeds directly into your email inbox and dashboard, where you can review, export to a spreadsheet, or integrate with your dispatch and routing software.

12 form ideas you can build with this template

Furniture Delivery Appointment Form

Captures room-of-choice delivery preferences, staircase access details, and old furniture removal requests for furniture retail deliveries.

Medical Supply Delivery Scheduling Form

Collects patient or clinic recipient details, temperature-sensitive handling notes, and signature requirements for home health and hospital supply deliveries.

Grocery Delivery Window Request Form

Lets customers pick a delivery window and specify cooler placement instructions and access codes for grocery or meal kit services.

Prescription Delivery Scheduling Form

Gathers patient contact details, delivery address, and ID verification preferences for pharmacy home delivery programs.

Appliance Delivery and Installation Scheduling

Captures utility hookup readiness, old appliance removal requests, and access measurements for doorways and hallways.

Flower and Gift Delivery Scheduling Form

Collects recipient name (to keep sender anonymous), delivery date, and special handling notes for perishable floral arrangements.

Wine and Beverage Delivery Scheduling

Captures adult signature requirements, delivery date preference, and cooler storage instructions for alcohol delivery compliance.

B2B Freight Delivery Appointment Request

Gathers dock number, appointment contact name, and unloading equipment availability for commercial receiving docks.

Equipment Rental Delivery and Pickup Form

Schedules both the drop-off and pickup dates for rental equipment, collecting site access instructions and operator contact details.

Real Estate Document Delivery Scheduling

Coordinates time-sensitive contract and deed delivery windows with title company representatives and buyers or sellers.

Charitable Food Box Delivery Scheduling

Collects recipient address and preferred window for food bank or mutual aid distribution home delivery programs.

Event Rental Equipment Delivery Form

Books delivery date, setup time, and site contact for tables, chairs, tents, and AV equipment for events.

What's included

Preferred date picker and time window dropdown

Delivery type selection (standard, expedited, same-day, appointment)

Signature requirement and leave-if-absent preferences

Package weight and dimensions for routing

Special instructions field for access codes and handling notes

Instant email notification for your dispatch team

Mobile-friendly for recipients scheduling on phones

Unlimited delivery requests at no cost

How to create a delivery scheduling request

1
Click 'Use this template' to create a free formformform account with this delivery scheduling form ready to go.
2
Customize the delivery window options to reflect your actual service hours and coverage areas.
3
Adjust the delivery type dropdown to match your service tiers — remove 'same-day' if you don't offer it, or rename to match your branded service names.
4
Set your dispatch team's email as the notification recipient so they're alerted immediately on new scheduling requests.
5
Optionally add an order number field so customers can reference their purchase and your team can match requests to existing orders.
6
Share the form link in order confirmation emails, SMS messages, or embed it in your customer portal.

Best practices for your delivery scheduling request

Send the scheduling form link immediately after purchase

customers are most engaged right after ordering. Including the form link in your order confirmation email drives high completion rates and sets delivery expectations early.

Offer specific time windows, not vague ranges

'Morning (8am-12pm)' is far more useful than 'AM.' Narrower windows require more operational precision but dramatically increase customer satisfaction and first-attempt success rates.

Make signature requirements explicit

ambiguity about whether a signature is needed is one of the top causes of failed deliveries. Ask this clearly in the form and train drivers to follow the customer's stated preference.

Include a gate code or access instructions field

for apartment buildings, gated communities, and commercial properties, access instructions are the single most valuable piece of information a driver can have.

Add an order number or reference field

connecting the scheduling request to an existing order number prevents your team from having to manually cross-reference deliveries and prevents duplicate scheduling.

Confirm the slot by email

after reviewing the request, send a brief confirmation email with the confirmed date and window so the customer has it in writing and can plan their day.

Frequently asked questions

Can customers reschedule using this form?

This form is designed for new delivery requests. To handle rescheduling, you can duplicate the form, rename it 'Reschedule My Delivery,' and add an order number field so your team can identify the original delivery to update.

Can I offer same-day delivery scheduling?

Yes. The 'Same-Day' option is included in the delivery type dropdown. You may want to add a note in the form header clarifying the cutoff time for same-day requests (e.g., 'Same-day requests must be submitted before 11am').

How do I connect delivery scheduling submissions to my dispatch software?

All submissions can be exported as a CSV from your formformform dashboard. You can also use Zapier or webhook integrations to push new submissions into route planning tools like OptimoRoute, Circuit, or a spreadsheet-based dispatch system.

Can I add a map or address lookup to the form?

formformform uses a standard short text field for addresses. For address autocomplete, you'd need to embed the form alongside a Google Maps widget or use a platform with built-in address validation. This is a commonly requested feature on our roadmap.

Is the form mobile-friendly for customers scheduling on their phone?

Yes. All formformform forms are fully responsive and work on any device. Since many customers will follow a link from an SMS or order confirmation email, mobile usability is built in.

Can I limit delivery scheduling to specific dates or zip codes?

formformform doesn't currently have conditional logic or field validation beyond basic types. For zone-restricted or date-blocked scheduling, consider adding a note in the form instructions clarifying your service area and available dates.