Meeting Request Form Template

Use Cases of Meeting Request Form Template

Academic Counseling

Students can schedule one-on-one meetings with their academic counselors at school by filling out this form. Counselors can collect data offline by posting a QR code outside their office or online by emailing students a form link. Students can opt for meeting slots, considering classes or sports practice schedules. This form can be of particular assistance to students who are in their senior year, trying to decide which college to attend or what to do after graduation.

Key Features

Offline Forms: This form can be filled out offline through a QR code or simply on a tablet.
Email Embed: It can easily blend with your workflow; just embed it in an email and send automatic follow-ups.

Real Estate Agent Meeting

Real estate agents can use this form to schedule meetings with potential clients by embedding it on their website or any other real estate platform. Due to its conversational tone and numerous sharing options, it is simple to complete. More client meetings can be scheduled per day, as agents would receive instant notifications and be able to download the complete spreadsheet of scheduled meetings.

Key Features

Multiple Sharing Options: The form can be shared through any medium, whether it be a website, email, SMS, or offline through a QR.
Instant Notifications: The real estate team would get email notifications instantly as a client filled out this form.

Therapy Appointment

Psychologists could develop a comprehensive appointment-booking system for therapy sessions using this form as a starting point. Clients can pick from multiple appointment days and times. Even better, they can fill out this form anonymously and describe their problems so that the psychologist can get a sense of them before they even get to the clinic. Anyone can access therapy thanks to its conversational tone, which makes filling out the form simpler and friendlier.

Key Features

Excel Download: Easily downloadable Excel data is available for psychologists for proper planning and scheduling.
Multiple Question Types: Through multiple types of questions like picture options, matrix, or smiley ratings, therapy scheduling can be made fun.

Lawyer Meeting Appointment

Since attorneys handle multiple cases running in parallel, this form can be a major help in setting up a proper scheduling routine for them. They can use the saved data to track each case on the go. The form can be sent out to clients as soon as a case is opened, which may then be used to schedule meetings anytime during the proceedings. Adding questions about the urgency of the meeting would help attorneys prioritize client meetings.

Key Features

Dashboards: Using this feature, lawyers will be able to analyze the status of their cases at critical points.
Multi-Device Compatible: Accessing the form would be as easy as a breeze, especially in cases of emergency, as it can be filled out on any device.

Benefits of Meeting Request Form Template

Multiple Sharing Options

Apart from embedding on the website, you can also share this meeting request form through SMS, social media, QR code, Mobile SDK, and email embed. With the mobile SDK sharing channel, you can collect meeting requests from your mobile apps. The mobile SDK feature is available for both Android and iOS.
Not only these. Integrate this appointment request form with Slack and MS Teams, and make it easy to use internally. Customize our sample meeting request form according to your team, or department, and share it through Slack and MS Teams. With the integration feature, the form can be filled within the app itself. Users don’t need to exit the app.

Custom URL

Having a custom URL with your brand name for the form builds trust for the respondents. Replace the default yourcompany.surveysparrow.com domain with the one you want. Highlight your brand and stand out in a competitive marketplace. You can own the form by replacing the SurveySparrow logo with yours and customizing colors that suit your brand.

Export Appointment Requests

Once the respondent requests a meeting, all requests will be recorded in a Google Sheet. You only need to toggle Google Sheet integration, and if you already have a sheet, you can link that as well. Whenever you need to check the records, you can click on the link inside the Google Sheets Integration tab.

Appointment Scheduling Chatbot

Looking for something more than an inline or pop-up website embed? Convert this classic form into chat style and embed it as a chatbot on your website to use it as an appointment scheduling chatbot. This makes it easier for anybody to place a request. With customizations, the chatbot can also be used by customer-facing teams to get customer requests directly.

How to use the Meeting Request Form Template

Customize

SurveySparrow helps you create customized templates that result in dynamic, engaging forms tailored to your meeting specifics. Enhance user experience with visually appealing designs that align with your brand by customizing colors, themes, and fonts, encouraging higher completion rates.

Integrate

Automate scheduling and workflows by integrating your form with existing apps like Microsoft Teams and Zapier, a third-party tool leveraging our APIs for seamless data flow. This reduces manual work and ensures efficient, error-free meeting organization.

Share

Distribute your meeting request form through multiple channels, including email, link, SMS, QR codes, social media, etc. Its responsive design guarantees accessibility on any device, increasing reach and participant engagement.

Analyze

Our real-time analytics features an executive dashboard to track form performance, gather feedback, and generate insightful reports. This data helps continuously refine the meeting scheduling process for better efficiency and effectiveness. Also, you can export the data in PDF format.

FAQs

How does SurveySparrow ensure my meeting request form is engaging to fill out?

SurveySparrow uses conversational interfaces and customizable templates that make forms interactive, significantly enhancing user engagement and completion rates.

Can we automate the meeting scheduling process once a request is approved?

Yes, with SurveySparrow’s integration capabilities, you can connect your form to calendar tools like Google Calendar or Outlook for automatic scheduling, streamlining the entire process.

How can I use conditional logic in my meeting request form?

Conditional logic allows you to create dynamic forms where the next question depends on the previous answer, making your form smarter and more relevant to each respondent.

Can you collect post-meeting feedback using SurveySparrow?

Definitely, you can create and send a follow-up survey to collect feedback, helping you continuously improve the meeting experience.

How does SurveySparrow ensure the security and privacy of the data collected through meeting request forms?

SurveySparrow adheres to strict data protection regulations, employing robust security measures to safeguard your data and ensure privacy compliance.