Forms & scheduling
Build booking forms, decide who gets each meeting and when, follow up automatically, and measure what turns visitors into meetings.
What this section covers
Nudge books meetings for your team. The Website Agent does it in a conversation on your site, and booking forms do it with a page of questions followed by a calendar. Both rely on the same building blocks:
- Forms hold the questions you ask before a meeting, the way you score the answers, and where the form appears on your site.
- Scheduling rules decide how long a meeting lasts, how much notice you need, which closer receives it and during which hours.
- Booking pages are what your visitors see: the questions, the calendar, the confirmation, and the links to reschedule or cancel.
- Workflows send reminders around each meeting and follow up with visitors who left a form halfway.
- Analytics and Why they leave show which pages and questions lead to meetings, how meetings end, and why visitors leave without booking.
Where to find it in the app
| What | Where in Nudge |
|---|---|
| The list of forms | Agents › Website Agent › Booking forms (/w/<workspace>/forms) |
| One form | Click its name in the list |
| Settings shared by all forms | Settings › Forms |
| Meeting rules, assignment and closer hours | Bookings › Availability |
| Reminders before and after a meeting | Agents › Handoff Agent › Reminders to the prospect |
| Follow-up after an abandoned form | Agents › Nurturing Agent › Abandoned form |
| Reports | Analytics (including the Why they leave tab) |
Permissions
Viewing forms requires the forms view permission, and changing them requires the forms management permission. Analytics requires the analytics permission. Your workspace admin sets these in Team & roles.
Pages in this section
Forms
Create a form, write its questions, test it and put it online.
Qualification and scoring
Score answers, disqualify visitors, and choose when to offer a call.
Form settings
Settings shared by every form, and rules for one form.
Share and embed a form
Direct link, embed code, display modes and triggers.
Booking pages
What visitors see, the confirmation email, reschedule and cancel.
Scheduling rules and closers
Meeting length, notice, buffers, assignment and working hours.
Workflows
Reminders around meetings and follow-ups after an abandoned form.
Analytics
Meetings per week, pages and questions that drive meetings, no-shows.
Why they leave
Reports on why visitors left without booking, and what to change.
Also available to AI assistants
Most of what this section describes can also be done from an AI assistant connected to Nudge through MCP: listing and editing forms, reading and changing scheduling rules, managing workflow steps, and reading analytics. See the API & MCP section.