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Forms & booking · Win clients

Intake forms and booking pages that create clients for you.

Build lead forms, onboarding questionnaires and request forms, and publish booking pages for discovery calls. Every submission or booking becomes a lead, client, request or task, automatically.

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Form builder

Separate form and scheduling tools leave you copying data

A form plugin here, a scheduling app there, and you still type everything into your CRM. Cliezoo forms and booking pages write straight into your workspace.

Forms

Map every answer to the right field

Drag-and-drop builder with live preview and over 20 field types, including file upload and consent. Map answers to record fields, embed with a block or shortcode, or share by link and QR code. Spam protection is built in.

  • Create or update leads, clients, contacts, requests and tasks
  • Onboarding questionnaires with portal progress
  • Submissions table and export

Booking pages

Let clients book you, and land in your CRM

Meeting types with duration and location, availability rules, buffers, notice periods, daily limits and time-zone detection. Confirmations, reminders and reschedule emails go out automatically, and each booking creates a lead.

  • Public booking page and booking from the portal
  • Booking questions
  • Calendar with iCal feed
Public booking page

Capabilities

What you get with forms & booking

Free features work with no limits. Pro features are marked.

  • Built-in anti-spam

    Honeypot and timing checks with no third-party captcha needed.

  • Block, shortcode and QR

    Embed anywhere on your site or share as a link and QR code.

  • Calendar layers

    Tasks, milestones, follow-ups, invoice due dates and renewals in one calendar.

  • Pro

    Conditional logic and multi-page

    Answer piping, scoring and save-and-resume.

  • Pro

    Order forms and paid bookings

    Signature, payment and product picker fields, plus paid bookings.

  • Pro

    Meeting links and round-robin

    Automatic Zoom, Meet or Teams links and team scheduling.

  • Pro ✦ AI

    AI form builder

    Describe the form and AI builds it; summarise the answers.

  • Meeting records and notes

    Notes linked to the client, contact, deal or project.

  • Pro

    Submissions that start work

    A submission can create a deal or project, or start an automation.

  • Pro

    NPS and CSAT surveys

    Feedback surveys with scores, plus order forms.

✦ AI in forms & booking

Forms that build and read themselves

Summarise any set of form answers in the free plugin. Pro builds a whole form from a description and turns meeting notes into action items.

  • Answer summaries
  • Form from a description
  • Meeting notes to tasks

With Cliezoo Pro Pro

More automation and scale

  • Conditional logic, multi-page and scoring
  • Signature, payment and matrix fields
  • NPS and CSAT surveys, order forms
  • Two-way Google and Outlook calendar sync
  • Round-robin and paid bookings
  • AI form builder
Compare Free and Pro

Works hand in hand with

CRM & pipelines

Leads, clients, deals and pipelines

Client portal

A branded portal on your own domain

Automations

Reminders and workflows that run themselves

Frequently asked questions

Can’t find your answer? Read the docs or ask the Degird team.

Read the docs → Contact us →
Can Cliezoo replace my scheduling app?

For client bookings, yes. Booking pages handle meeting types, availability, buffers, time zones and reminder emails in the free plugin.

Do I need a captcha service?

No. Anti-spam is built in. Pro adds optional Cloudflare Turnstile, hCaptcha or reCAPTCHA if you want them.

Run your whole client business from WordPress.

Install the free plugin in minutes. No caps, no trial, no credit card. Upgrade to Pro when you want autopilot.

Get Cliezoo free See Pro pricing