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Scheduler: Booking Fields

Collect additional information when someone books an appointment through your Scheduler. Add custom questions to gather relevant details in advance and better prepare for each meeting.

Updated this week

Where can you find these settings?

  1. Go to Meetings → Schedulers

  2. Open an existing Scheduler or create a new one

  3. Click on Booking Fields


What are Booking Fields?

Booking Fields allow you to ask additional questions during the booking process.

When someone schedules an appointment, they will be asked to fill in these fields before confirming the booking.

This helps you gather important information ahead of time.


Adding a Booking Field

To add a question:

  1. Click in the field labeled “Type a question”

  2. Enter your question

  3. Save the Scheduler

Examples:

  • What would you like to discuss?

  • Do you have specific goals for this session?

  • Are there any relevant documents I should review?

  • How did you hear about us?


Why use Booking Fields?

Booking fields are useful for:

  • Preparing better for sessions

  • Collecting intake information

  • Understanding expectations

  • Filtering or qualifying appointments

  • Reducing time spent on basic questions during the session


Best Practice

  • Only ask for information that is truly necessary.

  • The shorter and clearer your booking process, the higher the chance someone completes their booking.

  • Keep questions relevant and easy to answer.


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