Consultation requests managed through email or phone calls give service providers inconsistent records of who wants to meet, what they want to discuss, and when they are available. Without a structured intake process, scheduling requires back-and-forth communication to gather information that could have been collected at the point of request, and there is no searchable record of incoming consultation demand.
The Free Consultation template for SharePoint, built with Infowise Ultimate Forms, gives prospective clients a simple form to request a consultation appointment, capturing their contact details, area of interest, preferred date and time, and any additional context they want to share. Every submission is stored as a structured record in SharePoint for the team to review and act on.
How it works
Contact details
The form captures the requester's first and last name, phone number, and email address alongside an optional company or organization name. Capturing the organization name gives the consulting team immediate context about the requester's background before the initial contact, enabling more relevant and prepared outreach without a separate discovery step.
Consultation interest and scheduling
A consultation interest field allows the requester to indicate the topic or service area they want to discuss, giving the team the context needed to assign the consultation to the right person or prepare appropriate materials in advance. A date and time selection field captures the requester's preferred appointment slot, providing a starting point for scheduling confirmation without additional back-and-forth communication.
Additional information
A free-form comments field gives requesters the opportunity to share any context, questions, or background information they want the consulting team to know before the appointment. This field captures the nuance and specificity that structured fields alone cannot, and gives the team something concrete to prepare around before the consultation begins.
What you get
- A structured consultation request form capturing first and last name, phone number, email address, and optional company or organization name
- Consultation interest field for topic or service area selection to enable informed assignment and preparation
- Preferred appointment date and time capture to streamline scheduling coordination
- Free-form additional information field for context, questions, or background details
- Every request stored as a structured, searchable record in a standard SharePoint list
- Extendable with automated booking confirmation notifications and calendar reminders using Ultimate Forms
- Free for all Ultimate Forms customers, installed automatically with a single click
Built on standard SharePoint lists
The Free Consultation system is built entirely on standard SharePoint lists. There is no external data storage and no custom interface. All consultation request records stay inside your SharePoint environment, governed by your existing permissions and data policies. The system can be extended or adapted at any time in the browser by the administrator who manages the site.
Read detailed installation instruction.
