Online consultation form: take requests before the first call

A request by email often arrives with no topic, no time zone and a long wait for a reply. I would rather ask for the basics up front. One link tells you what the client wants, where they are and when they are free.

Who sees the requests, and who sends them?

Clinics, coaches and advisors read the requests. Clients send them from anywhere, or hand the job to their own AI.

What does the form ask, and why?

The topic and goal tell you if you are the right person. Format, time zone, days and time of day let you propose a time without a long email chain. The location question helps you check what you may offer where they sit. A background box and an optional link give you context. A final box says the call is not for emergencies.

What would the client's AI ask?

"What would you like to talk about?" Then "Which time zone are you in?" Then "Would you prefer video or phone?" It shows all answers and sends only after a yes. Read about agent-fillable forms.

Is it a booking system?

No. Nothing here books a slot or sends a reminder. You reply yourself. Check your local privacy rules before collecting health data. This is a form, not medical advice. A physical therapy intake form fits a hands-on practice, and a referral form helps when you pass a client on. Find more in forms for clinics and forms for therapists.

Questions

Does this book a time slot for me?

No. It collects a request with the client's days and time of day. You pick a time yourself and reply from your own calendar and your own email.

How can a client share past results?

The form cannot take file uploads. It asks for a link instead. The client pastes a link to notes or results, and you open it from the CSV.

Why ask where the client will be during the call?

Rules for online care and advice can depend on where the client sits. A country or region is enough for you to decide if you can take the call.

Or paste the JSON

Give this to your AI. It needs the AI Form API MCP server or an API key. It makes the form and sends you the link.

text

Create this form with the AI Form API create_form tool (or POST https://aiformapi.com/v1/forms with my API key). Then reply with the public_url.

{
  "title": "Request an online consultation",
  "description": "Tell us what you would like to talk about and when you are free. We will reply with a time that works for both of us.",
  "fields": [
    {
      "id": "client_name",
      "label": "Your name",
      "type": "short_text",
      "required": true,
      "max_length": 150
    },
    {
      "id": "client_email",
      "label": "Email",
      "type": "email",
      "required": true
    },
    {
      "id": "client_phone",
      "label": "Phone, in case the video link fails",
      "type": "phone"
    },
    {
      "id": "consult_topic",
      "label": "What would you like to talk about?",
      "type": "long_text",
      "required": true,
      "max_length": 1500
    },
    {
      "id": "consult_goal",
      "label": "What do you want from the call?",
      "type": "single_choice",
      "options": [
        "A second opinion",
        "A plan for next steps",
        "A follow-up after an earlier visit",
        "An answer to a general question",
        "To find out if I need a visit"
      ]
    },
    {
      "id": "call_format",
      "label": "Which format do you prefer?",
      "type": "single_choice",
      "required": true,
      "options": [
        "Video call",
        "Phone call"
      ]
    },
    {
      "id": "client_time_zone",
      "label": "Your time zone",
      "type": "short_text",
      "required": true,
      "help": "For example Pacific time or Central European time.",
      "max_length": 100
    },
    {
      "id": "available_days",
      "label": "Which days suit you?",
      "type": "multi_choice",
      "options": [
        "Monday",
        "Tuesday",
        "Wednesday",
        "Thursday",
        "Friday",
        "Saturday",
        "Sunday"
      ]
    },
    {
      "id": "available_window",
      "label": "Which part of the day suits you?",
      "type": "single_choice",
      "options": [
        "Morning",
        "Afternoon",
        "Evening",
        "Any time"
      ]
    },
    {
      "id": "call_location",
      "label": "Where will you be during the call?",
      "type": "short_text",
      "help": "A country or region is enough.",
      "max_length": 200
    },
    {
      "id": "background_story",
      "label": "Background in your own words",
      "type": "long_text",
      "max_length": 3000
    },
    {
      "id": "notes_link",
      "label": "Link to notes or results you want us to read",
      "type": "url"
    },
    {
      "id": "online_limits_ack",
      "label": "I understand an online consultation has limits and is not for emergencies",
      "type": "checkbox",
      "required": true
    }
  ]
}

Or call the API

bash

curl -X POST https://aiformapi.com/v1/forms \
  -H "Authorization: Bearer $AIFORMAPI_KEY" \
  -H "Content-Type: application/json" \
  -d '{"title":"Request an online consultation","description":"Tell us what you would like to talk about and when you are free. We will reply with a time that works for both of us.","fields":[{"id":"client_name","label":"Your name","type":"short_text","required":true,"max_length":150},{"id":"client_email","label":"Email","type":"email","required":true},{"id":"client_phone","label":"Phone, in case the video link fails","type":"phone"},{"id":"consult_topic","label":"What would you like to talk about?","type":"long_text","required":true,"max_length":1500},{"id":"consult_goal","label":"What do you want from the call?","type":"single_choice","options":["A second opinion","A plan for next steps","A follow-up after an earlier visit","An answer to a general question","To find out if I need a visit"]},{"id":"call_format","label":"Which format do you prefer?","type":"single_choice","required":true,"options":["Video call","Phone call"]},{"id":"client_time_zone","label":"Your time zone","type":"short_text","required":true,"help":"For example Pacific time or Central European time.","max_length":100},{"id":"available_days","label":"Which days suit you?","type":"multi_choice","options":["Monday","Tuesday","Wednesday","Thursday","Friday","Saturday","Sunday"]},{"id":"available_window","label":"Which part of the day suits you?","type":"single_choice","options":["Morning","Afternoon","Evening","Any time"]},{"id":"call_location","label":"Where will you be during the call?","type":"short_text","help":"A country or region is enough.","max_length":200},{"id":"background_story","label":"Background in your own words","type":"long_text","max_length":3000},{"id":"notes_link","label":"Link to notes or results you want us to read","type":"url"},{"id":"online_limits_ack","label":"I understand an online consultation has limits and is not for emergencies","type":"checkbox","required":true}]}'

JSON definition

json

{
  "title": "Request an online consultation",
  "description": "Tell us what you would like to talk about and when you are free. We will reply with a time that works for both of us.",
  "fields": [
    {
      "id": "client_name",
      "label": "Your name",
      "type": "short_text",
      "required": true,
      "max_length": 150
    },
    {
      "id": "client_email",
      "label": "Email",
      "type": "email",
      "required": true
    },
    {
      "id": "client_phone",
      "label": "Phone, in case the video link fails",
      "type": "phone"
    },
    {
      "id": "consult_topic",
      "label": "What would you like to talk about?",
      "type": "long_text",
      "required": true,
      "max_length": 1500
    },
    {
      "id": "consult_goal",
      "label": "What do you want from the call?",
      "type": "single_choice",
      "options": [
        "A second opinion",
        "A plan for next steps",
        "A follow-up after an earlier visit",
        "An answer to a general question",
        "To find out if I need a visit"
      ]
    },
    {
      "id": "call_format",
      "label": "Which format do you prefer?",
      "type": "single_choice",
      "required": true,
      "options": [
        "Video call",
        "Phone call"
      ]
    },
    {
      "id": "client_time_zone",
      "label": "Your time zone",
      "type": "short_text",
      "required": true,
      "help": "For example Pacific time or Central European time.",
      "max_length": 100
    },
    {
      "id": "available_days",
      "label": "Which days suit you?",
      "type": "multi_choice",
      "options": [
        "Monday",
        "Tuesday",
        "Wednesday",
        "Thursday",
        "Friday",
        "Saturday",
        "Sunday"
      ]
    },
    {
      "id": "available_window",
      "label": "Which part of the day suits you?",
      "type": "single_choice",
      "options": [
        "Morning",
        "Afternoon",
        "Evening",
        "Any time"
      ]
    },
    {
      "id": "call_location",
      "label": "Where will you be during the call?",
      "type": "short_text",
      "help": "A country or region is enough.",
      "max_length": 200
    },
    {
      "id": "background_story",
      "label": "Background in your own words",
      "type": "long_text",
      "max_length": 3000
    },
    {
      "id": "notes_link",
      "label": "Link to notes or results you want us to read",
      "type": "url"
    },
    {
      "id": "online_limits_ack",
      "label": "I understand an online consultation has limits and is not for emergencies",
      "type": "checkbox",
      "required": true
    }
  ]
}

An online consultation form for your first virtual call