Fillout.com
Create an Appointment Scheduling Form with Automated Approval
Build a fully functional appointment scheduling form that captures client details, lets users pick a date and time, and automatically routes submissions through an approval workflow, sending confirmations without using external tools.
The Workflow
10 steps · click a step number to mark it done
Open Fillout.com and have it ready before you start
Sign up for a free Fillout account and log in to the dashboard
Click Create New Form, give it a name like "Consultation Booking", and open the drag‑and‑drop editor
Add Text fields for Name, Email, and Phone; add a Date Picker for the appointment date; add a Dropdown for time slots
Insert a Scheduling Page element, configure available dates and time slots, and enable automatic slot reservation
Set conditional logic so the Confirmation Message only appears after a time slot is selected
Open the Approvals tab, add an Approval Step, assign a manager’s email, and enable email notifications for pending and approved submissions
Upload your logo image, choose brand colors and fonts, and preview the design in real‑time
Turn on Real‑Time Preview, test each field, and ensure the approval workflow triggers correctly
Publish the form, copy the public URL, and embed it on your website or share the link with clients
Submit a test appointment, verify the manager receives an approval request, approve it, and confirm the client receives a confirmation email