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Tutorial: Discovery Call

Before offering a high-end coaching program, let a form sort applications for you. People who match your criteria book a discovery call straight in your calendar; the others receive a polite decline.

  1. Go to Forms in your dashboard → click Create form.
  2. Open the form in the editor.
  3. Add your questions:
    • For a question that decides whether the person is a good fit, use a Multiple choice field, where they pick a single answer (e.g., "What is your current monthly revenue?").
    • For an open question, use a Long text field (e.g., "What's your biggest challenge right now?").
    • Make sure the first step includes an Email field: the contact is then created as soon as the person starts the form.
  4. For the default destination, choose Message and write a warm, polite decline, for example: "Thank you for your application. My program isn't the right fit for your situation right now, but I wish you all the best." This is your safety net: any applicant who doesn't meet your criteria lands here automatically.
  5. In the side panel, click the + button next to the Destinations heading to add a rule for qualified applicants:
    • Set the condition: choose the qualifying question → select the answer that shows the person is a good fit.
    • Choose the Calendar destination → select the event type (make sure you've connected your calendar first via Settings → Integrations).
    • If you have several conditions, set the AND/OR logic (all conditions must be met, or just one is enough).
  6. (Optional) Assign a tag to qualified applicants to follow them in Contacts (e.g., qualified-applicant).
  7. Click Publish → share the form link on your sales page, in your emails, or on social media.

Qualified applicants now go straight to your booking page, and the others receive a kind message. You only spend time with people who match your offer.