Automate Appointment Scheduling with n8n Forms
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Streamline your appointment booking process with this n8n workflow. It uses a custom form to capture client details and preferred time, automatically handling confirmation and initial communication.
About This Workflow
This n8n workflow automates the crucial first step in client engagement: scheduling appointments. It begins with a beautifully designed, user-friendly form that collects essential contact information, specific enquiry details, and preferred date and time. The workflow intelligently guides users through a crucial terms and conditions acceptance, ensuring clarity and compliance. Upon successful submission, it leverages AI to process the request and immediately sends a personalized confirmation email, summarizing the booking details and reassuring the client of prompt follow-up. This solution is ideal for service-based businesses looking to capture leads efficiently and enhance their customer experience.
Key Features
- Customizable Appointment Form: Easily brand and configure a form to collect exactly the information you need.
- Intelligent Date & Time Selection: Offers users a pre-defined selection of available dates and times, reducing back-and-forth.
- Terms & Conditions Compliance: Ensures users agree to your terms before proceeding, building trust and mitigating risk.
- Automated Confirmation Emails: Instantly sends a personalized email with appointment summary upon successful submission.
- AI-Powered Processing: Utilizes OpenAI for advanced processing of appointment requests.
How To Use
- Configure the 'n8n Form Trigger': Customize the
formTitle,formDescription, andformFieldsto match your brand and the information you need. Set thepathfor your webhook. - Set up 'Enter Date & Time': Define the
formTitleandformDescription. ThejsonOutputdynamically generates future business days and available time slots. - Implement 'Terms & Conditions': Populate
formTitle,formDescription, and the requiredfieldOptionsfor user agreement. - Set up 'Has Accepted?': Configure the conditions to check if the user has accepted the terms. Connect the 'Yes' branch to the next steps.
- Define 'Get Form Values': This node consolidates all collected form data, including the parsed
dateTimeusing JavaScript expressions. - Connect 'OpenAI Chat Model': Configure your OpenAI credentials and set up the prompt to process the appointment request as needed.
- Configure 'Send Receipt': Set the
sendToemail address dynamically using the captured email. Personalize themessageandsubjectusing the data from 'Get Form Values'. - Configure 'Form End': Customize the
formTitleandcompletionMessageto provide a clear confirmation to the user, summarizing their request.
Apps Used
Workflow JSON
{
"id": "f636703e-8a9e-4a5f-be6e-56d9a1cfa48e",
"name": "Automate Appointment Scheduling with n8n Forms",
"nodes": 12,
"category": "Marketing",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: f636703e-8a9e...
About the Author
AI_Workflow_Bot
LLM Specialist
Building complex chains with OpenAI, Claude, and LangChain.
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