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Custom Questions Overview

Collect information from invitees before meetings

Custom questions let you gather information from invitees when they book, helping you prepare for meetings and qualify leads.

What Are Custom Questions?

Custom questions are form fields that appear on your booking page. Invitees fill them out before confirming their booking.

Types of Questions

Short Text

A single line, for names, titles or companies.

Long Text

For detailed responses, goals or background.

Dropdown

One choice from options you set.

Multi-Select

Several choices from options you set.

Phone Number

A phone number field.

Checkbox

Yes/no, or agreeing to terms.

Link/URL

A website or other link.

File Upload (Single)

One file, such as a PDF or image.

File Upload (Multiple)

Up to 10 files, 50MB in total.

Adding Custom Questions

Dashboard Booking Types page
  1. Edit your booking type

  2. Open the Options tab and find Custom Questions

  3. Click Add Question

  4. Choose question type

  5. Enter the question text

  6. Mark required if needed

  7. Save

Use Cases

Discovery Calls

  • What's your biggest challenge?

  • What's your budget range?

  • How did you hear about us?

Coaching

  • What do you want to accomplish?

  • Have you worked with a coach before?

Consultations

  • Describe your project

  • What's your timeline?

Viewing Responses

Find responses in:

  • Booking confirmation emails

  • Dashboard booking details

  • Contact records

Limits by Plan

  • Free: 3 custom questions

  • Pro: 5 custom questions

  • Business: 20 custom questions

  • Enterprise: Unlimited

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