Payment form template

Consultation Payment Form Template

Use a consultation payment form to collect preparation details and a one-time session fee together. Ask what the customer wants to discuss, request a preferred date and accept an optional background file. The Consultation payment template suits a defined advisory session where you confirm the appointment separately rather than promising an instant calendar booking.

Use this template A practical example

In the app, choose “Consultation payment” from the template library, then set your price or select products.

Consultation payment

A practical example

A consultant can charge €25 for an introductory session and collect goals and an optional reference file. Ask for a preferred time, then confirm the appointment separately.

Example only. Choose your own prices and review your offer before publishing.

What to collect

Why ask for it?

Discussion goalsAsk which decision or problem the customer wants to address within the defined consultation.
Preferred date and timeCollect the preference with timezone guidance and explain that you confirm the final slot separately.
Reference fileAccept a relevant private document if it helps you prepare; keep it optional when unnecessary.
Session termsDescribe duration, included work and the process for requesting a change to the appointment.

Submitting a form is not proof of payment. Paid delivery starts only after verified payment.

Define what the consultation includes

Describe the topic, expected duration, format and any preparation included in the session price. Make clear whether customers receive advice during the call, a written follow-up or another defined deliverable. Ask for a concise goal so you can decide how to use the time. If the subject needs a scope review first, resolve that before asking the customer to purchase the full service.

Collect a preferred time without promising a calendar slot

A preferred date and time is a request, not a confirmed appointment or a live availability check. Include the expected timezone in your instructions and confirm the actual meeting time separately. If you need automatic booking availability, use the native booking flow. A maximum-paid-bookings setting counts form checkouts and does not manage a calendar or prevent overlapping appointment requests.

Prepare from the paid submission

Review the goals and any private reference file together with the confirmed payment status. A form submission does not establish that funds have arrived, and an uncertain payment should be checked before asking the customer to pay again. Use your normal communication process to send the confirmed meeting details. The template does not create a recurring retainer, video meeting room or automatic follow-up report.

Set up this template

01
Make it yours
Edit the questions, offer and cover. Add required or conditional answers and optional paid extras.
02
Set the payment
Choose a fixed amount or compatible one-time products. Review the currency, price and tax settings.
03
Review and publish
Save a private draft first. Publishing requires an active Payment Page and an available connected provider.

Make the offer clear before sharing

A preferred date is a request, not a confirmed booking. Templates do not create security-deposit authorizations, recurring subscriptions or customer-chosen amounts. A capacity limit counts checkouts, not product units or all attendees.

Accept payments with your connected payment provider

Create a payment form for your branded Payment Page and accept payments through an eligible PayPal, Mollie, Stripe, Revolut or Payoneer connection. Combine customer answers, product selections and checkout in one shared link.

PayPalMollieStripeRevolutPayoneer

Your provider on your Payment Page

Use an available connection for the form’s currency. Customers see the payment methods supported by your provider and merchant account; when there is one eligible connection, they do not need to choose a provider. PayPal is optional.

Verified payment before digital delivery

PayRequest checks the provider’s payment status before granting paid delivery for compatible digital products. Completed answers or a return from checkout are not proof of payment. Review paid, open and failed submissions alongside the customer’s order details.

Private files stay with the request

Collect a customer’s brief, logo or reference document with private upload questions. The account owner downloads files from submissions; uploads do not receive public image URLs and are not sent as email attachments.

Your normal PayRequest plan fees and payment-provider fees apply. Check current pricing before publishing.

Questions about Payment Forms

Does payment automatically book my calendar?

No. The preferred date is a request. Review availability and confirm the appointment separately, or use the native booking flow when you need availability-based scheduling.

Can customers send a document before the consultation?

Yes. Add a private file question for a supported document or image and review it from the submissions dashboard. Explain what information is useful for the session.

Can I charge a monthly consultation retainer here?

This template takes a one-time payment. Use the native subscription flow for a recurring retainer rather than describing a Payment Form as a monthly billing agreement.

Do I need PayPal?

No. Use an eligible connected PayPal, Mollie, Stripe, Revolut or Payoneer account. Availability depends on your account and the form currency.

Can customers upload private files?

Yes. Up to three upload questions per form; each file can be up to 10 MB, with 20 MB total per submission. The owner downloads files from submissions.

Explore all templates