TEMPLATE · General
Appointment request
Request an appointment: the service, preferred dates and times, how to reach you and anything to prepare.
Ask for an appointment here. This is a request: we will confirm the time with you.
About you
- Full nametext
- Emailemail
- Phonephone, optionalOptional. Used only to reach you about this form.
Your appointment
- Service or reasontext
- First choice of datetextWe will offer the nearest free time if this day is full.
- Second choice of datetext, optional
- Preferred timechoiceMorning · Midday · Afternoon · Evening · Any time
- In person or onlinechoiceIn person · Online · Either
- Notestext, optionalFor example access needs, or what you would like to cover.
Before your visit
- I will let you know as soon as I can if I need to change or cancel.tick box
- I understand that what I enter here is stored by the organization that published this form and used only for the purposetick box
Signature
- Visitor signaturesignature
- Visitor date signeddate signed
What people see
The template, the way the person you send it to fills it in.
In this template
What is on the page.
- About you: 3 fields
- Your appointment: 6 fields
- Before your visit: 2 fields
- Signature: 2 fields
It is your own copy in your workspace. Change any of it before you send.
Send it from code
Send the appointment request template from your own code.
Make your own copy once, then send it to the person you name. A test key sends only to you.
npx docustay templates customize appointment-request --name "Appointment request"
# prints the new template's id; then send it as a test:
npx docustay send --test $DOCUSTAY_TEMPLATE_ID --party 'signer=Name <email>'curl -X POST "$DOCUSTAY_URL/api/v1/documents/send" \
-H "Authorization: Bearer $DOCUSTAY_API_KEY" \
-H "Idempotency-Key: $(uuidgen)" \
-H "Content-Type: application/json" \
-d '{"templateId":"$DOCUSTAY_TEMPLATE_ID","parties":[{"seat":"signer","name":"Name","email":"name@example.com"}]}'What you keep
A sealed copy and its record.
Each person who signs gets the sealed PDF with a certificate of completion, and so do you. Search them in your workspace and read each one by its own record.
Questions
Quick answers.
Who fills it in?
The person you send it to. They are the visitor in this template: they type their own name and email, fill in each box and sign.
Can I send it to many people at once?
Yes. Send to a list sends your own copy to each person on it, and each person signs their own copy.
Can I change the questions?
Yes. In your workspace it is your own copy: add, remove or reword any field, then send it. The original is never changed.
Can people attach files?
13 fields make up the appointment request template. Where it has a file box, people may attach a PDF or a picture, and it is stored exactly as they upload it and never converted.
Is this legal advice?
No. The appointment request template is a starting point in plain words. Change what does not fit before you send it.
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