Questions Before Scheduling

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4 comments

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    Mick Lord • RRC® • CFP®

    That functionality already exists.

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    Andrilla Co-op Team

    How does it exist? I’ve tried everything I can think of.

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    Mick Lord • RRC® • CFP®

    You may need the paid subscription. But you can set up custom questions that people can/must answer prior to booking. Can be radio buttons, check boxes, open text....

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    Andrilla Co-op Team

    I don’t mean prior to booking. I mean prior to choosing a date. I want them to answer the invitee questions before they choose a date and time, because some people I work with are a bit older and not so tech-savvy. They think once they’ve selected the date and time that they’re done, so they end up not scheduling at all.

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