How to collect consent from invitees with custom questions

Use Calendly's invitee questions to collect consent from invitees, such as agreeing to your privacy policy or joining a mailing list.

Add a consent question

  1. Open your Event Type settings.
  2. Go to More options > Invitee form, and create a new question.
  3. In the Question field, enter your consent message and include a plain-text link if needed.
    • You can add a clickable version of the link in the event description.
    • If the link is too long, shorten it using a link-shortening service.
  4. Decide whether to enable the Required setting, based on your use case.
    • Enable it for required acknowledgments.
    • Leave it unchecked for optional opt-ins.
  5. Under Answer Type, select Checkboxes.
  6. Delete any extra response fields so that only one checkbox remains.
  7. In the remaining checkbox field, enter the text invitees will use to agree or opt in.
  8. Select Save to add the question.

You can view invitee responses, including consent, in the meeting details on the Meetings page.