Add Custom Forms in GoHighLevel

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Add Custom Forms to Calendars in GoHighLevel

If you use ClickUp for project tracking and GoHighLevel for funnels and appointments, you can connect your booking flow to richer data capture by adding custom forms to your calendars. This guide walks you through every step so you can control what information is collected before, during, or after a booking is made.

The process happens in two main areas: the Form Builder and the Calendar configuration page. Once completed, visitors will see your custom questions instead of, or in addition to, the default appointment form fields.

Why Add Custom Forms to GoHighLevel Calendars

Custom forms allow you to go beyond simple name, email, and phone fields. By combining your calendar with tailored questions, you can qualify leads and streamline your internal workflows.

Key benefits include:

  • Capture specific details before an appointment is booked.
  • Route leads based on their responses in GoHighLevel.
  • Reduce back-and-forth by collecting all necessary information upfront.
  • Create a more professional and branded booking experience.

Before you start, make sure you have permissions to edit both forms and calendars in your account.

Step 1: Create or Edit a Custom Form in GoHighLevel

The first part of the setup is building the form you want to connect to your calendar. You can use an existing form or create a new one from scratch inside GoHighLevel.

Open the Form Builder in GoHighLevel

  1. Log in to your GoHighLevel account at the sub-account level where your calendar lives.
  2. From the left-hand menu, go to Sites.
  3. Click on Forms and then choose Form Builder.
  4. Either select an existing form to edit, or click the button to create a new form.

Use the drag-and-drop editor to design the layout of the form you want your calendar to use.

Configure Fields on Your GoHighLevel Form

Inside the form editor, you can add and configure any fields you need for your appointment flow.

  • Standard fields like name, email, and phone.
  • Custom questions using text boxes, radio buttons, or checkboxes.
  • Dropdowns for selecting services, budgets, or locations.
  • Paragraph fields for open-ended questions.

As you build the form, keep it concise so users are not overwhelmed. Save your form when you are done. The saved form will now be available to attach to a calendar in GoHighLevel.

Step 2: Open the Calendar Settings in GoHighLevel

Now that the form is ready, the next step is to configure your calendar to use that form.

Access the Calendar Configuration

  1. From the left-hand navigation in GoHighLevel, click Calendars.
  2. Choose Calendar Settings or open the specific calendar you want to edit.
  3. If you have multiple calendars, select the one where the custom form should appear.

You will be taken to the calendar configuration area where you can adjust booking options and form behavior.

Step 3: Attach the Custom Form to the Calendar

Once you are in the correct calendar, you can connect the form you previously created in GoHighLevel.

Select the Custom Form

  1. Locate the section related to Form or Intake Form inside the calendar settings.
  2. Open the dropdown menu to see a list of available forms.
  3. Select the custom form you created in the Form Builder.

After choosing the form, it will be linked to that specific calendar, and visitors will now see it during the booking process depending on how you configure the display behavior.

Choose When the Form Appears

GoHighLevel provides options for when the form should be shown to the user. While exact labels can vary, you typically have these general choices:

  • Show the form before the appointment is confirmed.
  • Show the form after the time slot is selected.
  • Use the form as the main intake for the booking flow.

Select the option that best matches your desired user experience. Showing the form earlier in the process ensures you capture essential information before the appointment is locked in.

Step 4: Adjust Additional Calendar Options in GoHighLevel

While you are in the calendar settings, review the rest of the configuration to make sure it matches your workflow.

Check Confirmation and Notification Settings

To ensure your new form works smoothly with the booking process, verify:

  • Email and SMS confirmations are correctly set.
  • Appointment reminders are enabled, if needed.
  • Time zones and availability are configured correctly.

The form data will be stored in GoHighLevel and associated with the contact and appointment details, making it easy for your team to access before the meeting.

Align Form Questions with Calendar Purpose

For best results, make sure the questions on your custom form match the specific goal of the calendar. Examples:

  • For a sales call calendar, ask about budget, timelines, and goals.
  • For a support calendar, ask about issue type, urgency, and account details.
  • For a consultation calendar, ask about current challenges and desired outcomes.

This alignment prevents unnecessary questions and improves completion rates in GoHighLevel.

Step 5: Test the Calendar and Custom Form Integration

Before sharing the booking link with clients, always test the full flow to ensure everything works as expected.

Preview and Submit a Test Booking

  1. Copy the calendar link or open the calendar preview from within GoHighLevel.
  2. Select a time slot as if you were a visitor.
  3. Confirm that your custom form appears at the right step in the flow.
  4. Fill out the form fields and submit the appointment.

After submitting, open the corresponding contact record and appointment to confirm that all form responses were correctly stored.

Refine the Form Based on Test Results

If you notice any friction points during testing, go back to the Form Builder and make adjustments. You might:

  • Shorten long forms by removing non-essential questions.
  • Change field labels to make them clearer.
  • Reorder questions so the most important ones come first.

Repeat the test until the booking experience feels smooth and intuitive.

Best Practices for Custom Calendar Forms in GoHighLevel

To get the most from this feature, follow these best practices when building and attaching forms to your GoHighLevel calendars.

  • Keep forms as short as possible while still collecting what you truly need.
  • Use required fields strategically so you do not block bookings unnecessarily.
  • Use clear, conversational language in your questions.
  • Match your form styling to your brand for a professional feel.

Over time, review response data in GoHighLevel and refine your questions to improve lead qualification and conversion.

Additional Resources for GoHighLevel Users

For more technical guidance, you can review the original documentation on adding custom forms to calendars directly on the official help center: GoHighLevel help article.

If you need strategic help with funnel design, SEO, or automation built around your GoHighLevel setup, consider working with specialists at Consultevo, who focus on optimizing marketing systems and workflows.

By following these steps and best practices, you can successfully attach custom forms to your calendars in GoHighLevel, capture richer data from every booking, and streamline how your team prepares for each appointment.

Need Help With ClickUp?

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