Calendly's advanced invitee question features are designed to streamline the process of gathering essential information from your attendees. Whether you're hosting a small meeting or a large conference, these features allow you to customize your questions, improve data collection, and enhance the overall invitee experience.
In this article, we'll walk you through many of these functionalities, showing you how to make the most of them and ensure your event's success.
Invitee name and email address
Your booking page requires that each invitee enter their name and email address when they schedule with you.
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 types page, open the event type you wish to edit.
- Select More options at the bottom of the editor.
- Expand the Invitee form section.
- Under Invitee details, expand the dropdown menu and select your desired option:
- Name, Email
- First Name, Last Name, Email
- Select Save changes.
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 enable autofill:
- From your Event types page, open the event type you wish to edit.
- Select More options at the bottom of the editor.
- Expand the Invitee form section.
- Under Invitee details, check the box to Autofill Invitee Name, Email, and Text Reminder Phone Number (when applicable) from prior bookings.
- Select Save changes.
Collecting phone numbers
If you need to collect a phone number, you can create a new invitee question and choose Phone Number as the answer type. A phone number field will show on your booking page. For more information, see How to add or remove invitee questions.
To schedule your meeting as a phone call, set the event location to Phone call under the Location section. If you're calling the invitee, a phone number field will appear on the booking page for them to share their number.
Additional guests
You can allow invitees to add up to 10 guests during booking. Guests will receive a meeting notification, and you can view all added guests in your Meetings page.
Note: This feature is not available for group events to manage attendance limits.
The guest feature is on by default. To turn it off:
- From your Event types page, open the event type you wish to edit.
- Select More options at the bottom of the editor.
- Expand the Invitee form section.
- Under Invitee guests, toggle the switch to "off."
- Select Save changes.