How can I enable appointment bookings in my funnel?

Booking appointments is an important step in your lead process — whether you’re offering free consultations, scheduling demos, or organizing onboarding calls.

With the calendar integration, you can easily connect your preferred calendar provider to your funnel and let prospects book directly with you.

Perspective currently supports the following providers: Calendly, Cal.com, HubSpot Meetings, and GoHighLevel (GHL).

In this article, you’ll learn what each provider supports and how to set them up step by step inside your funnel.

Your benefits

With the calendar integration, you can:

Choose freely between different calendar tools
Automatically prefill form fields (e.g. name, email, phone number)
Pass UTM parameters to track where your leads come from
Preview and test your booking element directly in the editor
Optionally enable OTP verification (via SMS or email)

How the integration works

In the Funnel Editor, you’ll find the “Appointment” block.
Here, you simply enter your calendar link — regardless of which provider you use.

Preview of the integration

Once you’ve added the link, you can click the 👁️ preview icon to see how your embedded calendar looks right inside your funnel.

Automatic prefill

All providers that support prefill automatically take over standard data (such as name, email, and phone number) from previous funnel steps — so visitors don’t have to enter their contact details twice.

Redirect after booking

After a booking is made, visitors are automatically redirected to the next funnel page.
In the Appointment Block, you can also define your own redirect target under the button settings (“Link”) — for example, another funnel page or an external link.

How and when leads are captured

A new lead is recorded as soon as an email address or phone number is entered — even if no appointment is booked.

Tracking the booking

Once a lead has submitted their info through the funnel, you’ll see a note in the CRM lead profile and in the Perspective lead notification indicating whether an appointment was booked.

Supported calendar providers at a glance

Provider	Standard Field Prefill	Individual Field Prefill	UTM Tracking
Calendly	✅ Name, Email, Phone	⚠️ Yes, mapped by field order	✅
Cal.com	✅ Name, Email, Phone, Message field	❌	✅
HubSpot	✅ Name, Email, Phone	❌	✅ Partial (Campaign, Source, Medium)
GoHighLevel	❌ Only via “Sticky Contacts”	❌	⚠️ Only via booking link

Tip 💡
Enable OTP verification (via email or phone number). A one-time code (OTP) will be sent automatically for verification — helping you make sure only real people can book appointments.

Detailed setup instructions & tips

Calendly

Calendly is one of the most popular tools for easy online appointment scheduling.
You can add your Calendly link directly to the Appointment Block in your funnel to let visitors book seamlessly.

Creating an event in Calendly:

Create a free Calendly account or log into your existing one.
Create a new event type and choose “One-on-One.”
Give your event a name — for example, Free Strategy Consultation.
Choose your meeting location (e.g., Phone call).
Add a short description so potential clients know what it’s about.
Customize the color and link (optional), then click Next.
Choose your meeting duration (e.g., 30 minutes per session).
Set your availability — e.g., Monday to Friday, 8 AM–12 PM.
Click Save & Close to make your event ready.

For more details, visit Calendly’s Help Center.

Setting up the integration in Perspective:

Open your funnel in the Editor.
Add an Appointment Block.
Paste your Calendly event link.
Optionally, adjust the button’s redirect settings (e.g., next funnel page).
Make sure the form field order in your funnel matches the order in your Calendly form, so the correct data gets prefilled.
Preview and publish your funnel.

Prefill options:

Standard fields: Name, email, and phone number are automatically transferred if previously entered in the funnel.
Custom questions: If your Calendly form includes extra questions, Perspective can prefill those too — but make sure the field order matches exactly between the funnel and Calendly.

Important 💡
Make sure that the order of the form fields in your funnel matches exactly the order of the fields in your Calendly form. This is the only way to ensure that the correct fields are prefilled with the right data, as the field mapping is based on their order.

Name and email are required fields. After that, Form Field 1 from the funnel is linked to Field 1 in Calendly, Field 2 to Field 2, and so on.

Here’s an example:

UTM parameters:
All standard UTM parameters are supported:

utm_campaign
utm_source
utm_medium
utm_content
utm_term

Cal.com

Cal.com is a flexible, privacy-focused scheduling platform with lots of customization options. You can embed your Cal.com calendar directly into your funnel for seamless booking.

Setup:

In your funnel, select the Appointment Block.
Paste your Cal.com calendar link.
Add any extra form fields or adjust your redirect settings if needed.
If you want to map your message field, make sure its tracking ID is named “notes” or starts with “message-”.
Preview and publish your funnel.

Prefill options:
Fields for first name, last name, full name, email, and phone number are automatically transferred if previously entered.

ℹ️ If your funnel only uses a single “Name” field, it will automatically be split into first and last name.

You can also map your “Message” form field to “Notes” in Cal.com.
To do this, change the tracking ID of the field in the Editor to “notes” or make sure it starts with “message-.”

UTM parameters:
Cal.com supports:

utm_campaign
utm_source
utm_medium
utm_content
utm_term

HubSpot Meetings

If you want to connect your leads directly with your CRM, HubSpot Meetings is an ideal option.
It allows you to create bookings directly inside HubSpot and automatically link them to your contacts.

Setup

In your funnel, select the Appointment Block.
Paste the link to your HubSpot calendar.
If needed, add more form fields or configure the button’s redirect settings to define where your visitor should go after booking.
Check the preview and publish your funnel.

Prefill options

The fields First Name, Last Name, Phone number, and Email address are automatically transferred.

ℹ️ If your funnel only uses one single name field, the name will automatically be split into first and last name.

UTM parameters
HubSpot supports transferring the following UTM parameters:

utm_campaign
utm_source
utm_medium

GoHighLevel (GHL)

GoHighLevel is a comprehensive marketing platform that also offers appointment booking functionality.
You can embed your GHL calendar directly using the Appointment Block.

Setup

In your funnel, select the Appointment Block.
Paste your GoHighLevel booking link.
If needed, add more form fields or adjust the redirect settings to define where visitors should go after booking.
(Optional) In GHL, enable the Sticky Contacts feature.
Check your setup in the preview and publish your funnel.

Prefill options

GoHighLevel does not support automatic prefill of form fields.

💡 Tip:
If you still want returning visitors to avoid re-entering their data, you can enable the Sticky Contacts feature in GoHighLevel.
This automatically fills in form fields if a user has previously submitted a GoHighLevel form on the same device and browser.

UTM parameters
UTM data is not stored as separate fields in GoHighLevel when embedded, but it is passed through the booking link.

This means that in the appointment details, you’ll see the full funnel URL — including the campaign information — allowing you to track through which source or ad the booking was made.

Find more information on the following topics in our Helpcenter: