SmartFlow is one of three form styles a booking event can use. It presents one question per screen rather than a single page of fields, with an optional welcome screen and answer-based branching.
Stepped — a multi-step form with several fields grouped per step.
Slide — a slide-based form.
SmartFlow — guided, one question per screen, with a welcome screen and smart branching.
You choose the style in the event builder and can switch between them.
Long forms lose people. Showing a single question at a time makes each step feel small, and it lets you route different prospects down different paths based on what they answer.
The trade-off is more screens to click through. For a short form of two or three fields, a stepped form is often faster for the prospect. SmartFlow earns its keep when you're qualifying properly.
SmartFlow events are built across five tabs:
Tab | What it covers |
General | Event name, duration, location, scheduling rules |
Form | Your questions, the welcome screen, styling |
Logic | Branching and disqualification |
Calendar | The slot picker the prospect sees |
Confirm | What happens after booking |
A device preview sits alongside the editor so you can see the prospect's view as you build, including how it looks on mobile.
An optional intro shown before the first question. Use it to set expectations: what the call covers, how long it takes, who it's for.
It's optional for a reason. If your traffic is already warm, an extra screen between them and the form is friction. If they've arrived cold from an ad, context helps.
Branching routes prospects to different questions based on their answers. Open the Logic tab and add a rule to a question.
Each rule matches on the answer and sends the prospect to a chosen question next. You can require that all conditions match or that any of them do, then pick where to go.
Typical uses:
Skip questions that don't apply based on an earlier answer
Ask deeper qualifying questions only of prospects who look like a fit
Route budget or team-size follow-ups only when the first answer warrants it
Also on the Logic tab. Disqualification ends the form for prospects who don't meet your criteria, rather than letting them book a call you don't want.
They're still captured as a lead, so you keep the contact details and can follow up another way. You just don't give up a slot.
SmartFlow forms have their own display settings:
Button text on each question
Question numbers — show or hide the position in the sequence
Progress bar — show or hide
Back button — let prospects return to a previous answer (on by default)
12h/24h toggle on the calendar step (on by default)
Scheme colour — a single brand colour driving the progress bar, primary button, and input underline
SmartFlow events have a Share button in the builder's top bar with several options, including a pop-up modal embed you can trigger from a button on your own site. Options become available once the event is published.
SmartFlow is also the only style that can be embedded as a popup in a SalesPad booking block. Classic styles are inline only.
Every question you add is saved to your team's question library, so you and your teammates can reuse it on other events. This works the same in SmartFlow and the classic form editor.
