How to add or remove invitee questions

 

By adding invitee questions to your booking page, you can gather information from your invitees in addition to the required name and email. 

For each event type, you can add up to 10 additional questions. You can leave questions as optional, or mark questions as required to ensure that invitees enter an answer prior to booking. You can choose the answer type that best suits the information you're collecting.

You can choose from the following available options:

    • One line
    • Multiple lines
    • Radio Buttons
    • Checkboxes
    • Dropdown
    • Phone number

Note

When using routing forms, the two answer types that will trigger routing logic are radio button and dropdown.

How to add invitee questions

    1. From your event type, select Booking page options.
    2. Choose to either edit, add, or remove a question.
      • To make changes to an existing question, select the three-dot button to the right of the question and then Edit
      • To remove a question, select the three-dot button to the right of the question and then Delete
        • To toggle a question on or off without deleting, you can select the On/Off switch from this menu.
      • To add a new question, select Add New Question.
    3. Enter your question.
      • Use the Required checkbox to make the question mandatory for booking.
    4. Select which Answer Type you want to use.
    5. If needed, fill in invitee answer choices. This will depend on which question type you choose.
    6. To toggle this question on or off, you can select the On/Off switch from this menu.
    7. Select Done to save this question.
    8. When you are finished, select Save and close.

      Beta

      We've improved availability management and the event type editor, now in public beta for select users. If you're in the beta, check out this article to learn more.

      For users in the beta, you can locate invitee questions by opening the event type editor and selecting More options. From there, you can expand the Invitee form section to edit or update your invitee questions. 

      Invitee form 1.png 

Locate invitee answers

Once invitees complete their booking, their answers will be saved under your Meetings page and added to your notifications by default. Users on the Standard plan and higher can customize notifications to remove invitee answers from notifications. 

Download invitee answers

You can choose to download invitee answers by exporting meeting details from your Meetings page.