Booking form Questions
The booking form is displayed after your booker has selected a time to meet with you. This is your opportunity to collect all the information you need from them before you meet.
Free plans can add up to 7 questions. Paid plans can add an unlimited number of questions.
Please note, if you need different types of questions for different types of appointments, consider creating separate booking pages for each appointment.
In this article:
Default Questions
Each booking page is created with three standard questions: First Name, Last Name, and Email. You can edit these questions to change the Label or shorthand code. You cannot delete the "Email" question as it is required for service.
System Questions
There are two paid settings that will automatically add questions to your booking form: Group Bookings and offering a choice of Locations.
If you are taking Group bookings, the question "How many would you like to book?" will be added to the booking page. You can edit the label to make it clear they can book more than one time, or you can delete the question to just allow each booker to take one of your open slots.
If you want to allow clients to select from a choice of meeting locations, you can set that up on the When tab of your settings. The question "Please choose a location" will automatically be added to the top of your booking page.
Adding Questions
Paid users can add unlimited questions to the booking form. There are several types of questions you can add, including:
Standard
- Short answer - for short text entries
- Long answer - for more freeform text, like notes
- Email address - an additional validated email field so bookers can invite additional people to the meeting
- Phone number - a validated field to allow bookers to enter a number for optional SMS reminders
- Checkbox - allows you to have your booker agree to a condition before booking
- Multiple choice - to give your bookers a structured choice. They can choose just one option with radio buttons and drop-down, or choose multiple options with checkboxes
- Date - show a date picker
Advanced
- Follow-up - this is a conditional multiple choice question that will add a second question, depending on the answer to the first
- Passthrough - allows you to pass information into the booking page using the URL. The answers to passthrough questions can be seen, but not edited, by the booker
- Hidden - allows you to pass information into the booking page using the URL. The question is hidden on the booking form but the answer will appear in your data exports.
Styling
- Block of text - to provide information to the booker they should read the booking form
- Dividing line - to organize your questions or add a break between sections
Pop-up modal for extra information
All of the question types can have a pop-up modal included to contain additional information that would be too long to add on the booking form. Terms & conditions and cancellation policies are good examples of when to use this option. To activate, check the box next to "Display this as a pop-up" in the Text After the Question section.
Shorthand codes
Once you've added a new question to the booking form, modify the label so it is easily identifiable on your booking page.
Next, you will create a Shorthand Code. A shorthand code is a variable that will add your booker's answer or selection to notifications and the calendar event. Shorthand codes allow you to customize your communications with bookers after the booking is made.
You have the option to set each question as required. Required questions must be answered before the booking is completed.
In this example, I created a new question to collect the booker's ID number, added a custom shorthand code, and marked it as required.
For further questions, contact our team at support@youcanbook.me.
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