These are some more nuanced features of Calendly's invitee questions.
Name and email address
By default, your booking page requires that each invitee enter their name and email address when they schedule with you, so event details can be shared automatically.
You can choose for invitees to enter their name as one field (Name) or two fields (First Name, Last Name).
To change the name fields:
- From your event type, select Booking page options.
- Select the three dot menu next to Name, Email, and then select Edit.
- Under Name Input, select Name or First Name, Last Name from the dropdown.
- Select Done.
- When you are finished, select Save and close.
Autofill name and email address from prior bookings
Once an invitee schedules, you can choose if you'd like their name, email address, and phone number (for text reminders) to be autofilled when they book again, for faster scheduling.
By default, autofill is turned off. To adjust autofill:
- From your event type, select Booking page options.
- Select the three dot menu next to Name, Email, and then select Edit.
- Select or deselect the Autofill Invitee Name, Email... button.
- Select Done.
- When you are finished, select Save and close.
Additional guests
You can decide if you'd like invitees to add guests as they go through the booking flow. An invitee can add up to 10 guest email addresses when booking. Their guests will be sent a notification about the upcoming meeting. You can view any added guests from the event in your Scheduled Events.
Note
Note: This feature is not available for group event types since you need to control the number of invitees who can attend a group event at a given time.
By default, the additional guest feature is turned on. To turn off the ability to add guests:
- From your event type, select Hosts and invitees.
- Toggle on or off Allow invitees to add additional guests.
- Select Save and close.
Collecting phone numbers
If you need to collect a phone number, you can create a new question and choose Phone Number as the answer type. A phone number field will show on your booking page.
However, if you want your meeting to take place over a phone call, you can set the location of your event to Phone call, under Event details. If you select to call your invitee, a required phone number field will automatically appear on your booking page for your invitee to share their number.