The booking form is displayed after your booker has selected a time to meet with you. This is your opportunity to collect all the information you need from them before you meet.
The booking form is not conditional, so if you need different types of questions for different types of appointments, consider creating separate booking pages for each appointment.
Free plans can add up to 7 questions. Paid plans can add an unlimited number of questions.
In this article:
Standard Questions
Each booking page is created with three standard questions: First Name, Last Name, and Email. You can edit these questions to change the Label or shorthand code. You cannot delete the "Email" question as it is required for service.
Adding Questions
Paid users can add unlimited questions to the booking form. There are several types of questions you can add, including:
- Short answer - for short text entries
- Long answer - for more freeform text, like notes
- Email address - an additional validated email field so bookers can invite additional people to the meeting
- Phone number - a validated field to allow bookers to enter a number for optional SMS reminders
- Checkbox - allows you to have your booker agree to a condition before booking
- Multiple choice - to give your bookers a structured choice. They can choose just one option with radio buttons and drop-down, or choose multiple options with checkboxes
- Date - show a date picker
- Passthrough & Hidden questions are used to bring in information about the booker through the booking URL.
There are other fields you can add to the booking form to provide information to the booker, including:
- Block of text - to provide information to the booker they should read the booking form
- Dividing line - to organize your questions or add a break between sections
Shorthand codes
Once you've added a new question to the booking form, modify the label so it is easily identifiable on your booking page.
Next, you will create a Shorthand Code. A shorthand code is a variable that will add your booker's answer or selection to notifications and the calendar event. Shorthand codes allow you to customize your communications with bookers after the booking is made.
You have the option to set each question as required. Required questions must be answered before the booking is completed.
In this example, I created a new question to collect the booker's ID number, added a custom shorthand code, and marked it as required.
For further questions, contact our team at support@youcanbook.me.
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