Instant booking from form

With instant booking from a form, the calendar appears on the same page as soon as someone submits your enquiry or demo request form. They choose a time and the meeting is booked in a few seconds, instead of getting a thank-you message and waiting for someone to reply. Calendly and Chili Piper are examples of tools that offer it.

Speed matters in sales. A person who has just filled in a form is at their most interested, and each hour of delay gives their enthusiasm time to fade or a competitor time to reply. Booking right away captures that moment. It is most useful for demo requests and consultation enquiries. If you need to qualify visitors first, or your calendar is rarely free, an instant slot may bring in meetings that are a poor fit.

• Ask whether the feature works with the forms you already have, or only with the vendor's own forms.
• Check whether answers from the form are passed on to the meeting invitation and to your CRM.
• Test what happens when a visitor closes the page before choosing a time.
• Find out whether the time options can depend on the answers given.