📆Scheduler step & Calendly
Let respondents book a meeting without leaving your form. Connect Calendly once, add a Scheduler step, pick an event type, autofill the booking form from earlier answers and decide what happens after
A Scheduler step embeds one of your Calendly event types inside the form. Respondents pick a time on the spot, and the booking counts as their answer to that question. No extra link, no second page, no lost leads between "interested" and "booked".
You connect Calendly once for the whole account. After that, every form can drop in a Scheduler step and choose which event type it offers.
Step 1: In the left menu, open Integrations. On the Connections page, find the Calendly card and click Connect. The card asks for Paste your Calendly token: paste your Calendly personal access token there and click Connect again.
Once it is connected, the card reads Connected as {your Calendly account} and offers Disconnect. Connecting and disconnecting is limited to admins and owners; any member can then use the connection when building a form.
⚠️ Note: Field mapping is not configured here. This page only makes the connection; the event type is picked per form, in the question itself.
Step 2: Open the form you want in the editor, click Add question and pick Scheduler from the Content group.
Type the question text straight on the canvas, exactly as with any other step, for example "Pick a time that works for you".
Step 3: In the Question settings pane on the right, open the Scheduler section and choose an Event type.
The list holds the active event types of the connected Calendly account, sorted by name. If Calendly is not connected yet you will see Connect Calendly in Integrations to pick an event type. and a Go to Integrations button instead.
As soon as you pick one, the canvas replaces No event type picked yet with the real booking page, so you can check the event, its duration and its description without leaving the editor.
Step 4: Set the rest of the Scheduler section: Show event details, After booking and Autofill the booking form.
Event type
Which Calendly event type is embedded. Only active event types are offered.
Show event details
On: the embed shows the event header (name, duration, description). Off: the respondent goes straight to the calendar.
After booking
What happens once the respondent picks a time. See the options below.
Autofill the booking form
Which earlier answer feeds each field the booking page asks for.
After booking offers three kinds of destination:
Continue to the next question: the form moves on in order. This is the default.
Submit the form and show the ending: the booking is the last thing you ask for, and the respondent lands on the ending screen.
Any later step in the form: jump straight to that question or screen, skipping what sits in between.
Step 5: Under Autofill the booking form, map each field the event asks for to an earlier answer.
Calendly always asks for a Name and an Email, and the rows below them are the custom questions of the event type you picked, with the exact wording your Calendly event uses. Each row offers:
Automatic: Dapta Forms matches the field to the conventional answer of that kind, so a Name question fills the name and an Email question fills the email. Leave the rows on Automatic unless your form asks for those details in an unusual way.
Any earlier question in the form: pick it by name to feed that exact answer into the booking page.
Only questions that come before the scheduler can be used: an answer that has not been given yet cannot prefill anything.
💡 Tip: Autofill is what makes the step feel like one flow instead of two forms. When the name and email are already filled in, most respondents only have to click a slot and confirm.
Step 6: Decide whether the step can be skipped. In Question settings, the Required toggle is on by default, and a required scheduler has no way out: the respondent books or stops. Turn Required off and the public form adds a Skip for now link under the calendar.
Click Publish when you are happy with the step. Then open the public link and check it end to end.
While the embed loads, the respondent sees Loading the calendar…. If the calendar cannot be shown at all, the form offers Open the scheduling page so the booking can still happen in a new tab.
What a booking does to the rest of the form
The booking is the answer to that question. The answer value is the start time of the meeting the respondent chose.
The step counts as completed, so After booking takes over and the form continues, submits or jumps.
The meeting itself is created in Calendly, with Calendly's own confirmations and reminders. Dapta Forms does not send the invitation.
Calendly collects the invitee's email address on its own booking page. That address can identify the lead in your CRM even when the form never asks for an email. See Booking sync.
⚠️ Note: If Calendly is disconnected later, a form that already has an event type keeps letting people book, but Dapta Forms can no longer read the booking back, so nothing is stamped on the contact.
Reference: what the respondent can see
Loading the calendar…
While the booking page is being embedded.
Open the scheduling page
When the embed cannot be shown, as a fallback link.
Skip for now
Only when the scheduler question is not Required.
This scheduler has not been set up yet.
The step was published without an event type. Pick one and publish again.
What's next
Booking sync: stamp the booking date, the meeting time and a stage on the HubSpot contact.
Connections (account level): how the Calendly and HubSpot connections are made and revoked.
HubSpot: what a submission sends to your CRM.
Question settings: Required, field keys and the rest of the per-question options.
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