Meeting request form with agenda and preferred times
Back-and-forth emails to fix a meeting add up. This compact form asks for the person's name and contact details, the subject, an agenda or questions, the format (in person, video call or phone), a preferred day and the times of day that suit them.
Who it is for
- Busy professionals who receive many requests to meet
- Advisors, recruiters and account managers
- Organisations that want to know what a meeting is about before accepting it
When to use it
Replace "just email me" with this link. The agenda field makes people think about what they want to cover, and the format and time preferences let you propose a slot in one reply. It is suitable for external contacts as well as colleagues.
What the form asks
Questions
- Full name · requiredShort text
- Email address · requiredEmail
- Phone numberPhone
- Subject · requiredShort text
- Agenda or questionsLong text
- Format · requiredMultiple choice
- Preferred dayDate
- Preferred timesCheckboxes
Every question can be changed, removed or reordered before you publish.
The PDF your respondents receive
Each request becomes a short PDF with the subject, the agenda and the preferences. Keep it with the meeting notes, or forward it to whoever else should attend.
Questions people ask
- Does it add the meeting to my calendar?
- No. It collects the request and the preferences. You confirm a time in your usual calendar.
- Can I require people to give an agenda?
- Yes. Mark the agenda question as required if you only want to meet people who can say what they need.
- Is it different from the discovery call form?
- The discovery call form is aimed at prospects and asks about their challenge and timing. This one is general-purpose and centred on the agenda.
Start from this template
Create an account, adapt the questions and the document to your business, then share the link. Your respondents get their PDF the moment they finish.