You can pass data into your bookings that you don't want your booker to see or edit, like account numbers or tracking information. You can pass this data in discreetly with Passthrough and Hidden questions.
This feature is available on our Professional and Team plans.
Using Passthrough Questions
Passthrough questions will appear on the booking form, but the data you send through in the booking link will not be editable by your booker.
1. Create a new question on your booking form
2. Select Type Passthrough Question
3. Give the field a label and a Shorthand Code.
4. Once your passthrough question is added to the booking form, you'll need to include that data in the URL that you share with your bookers.
Example:
Passthrough question is Account ID, with the shorthand code ACCOUNT-ID.
The URL you would share would include ACCOUNT-ID and the bookers' specific Account ID
https://customer-support.youcanbook.me/?ACCOUNT-ID=1234567
When your booker selects a time, the field will be populated without being editable to the booker. The booking will still go through if this field is left blank.
This passthrough field will be included in the {FORMFIELDS} shorthand code and can be referenced in your Calendar events or any emails to yourself or your team by including the shorthand code you've assigned.
Using hidden questions
Hidden questions are similar to passthrough questions, except they are hidden from the booker on the booking form, and are not included in the {FORMFIELDS} shorthand code.
1. Create a new question on your booking form, and select Type Hidden Question.
2. Give the field a Shorthand Code.
Example:
Hidden question is tracking the source of the booker, with the shorthand code SOURCE.
https://bloomfieldukdemos.youcanbook.me/?SOURCE=Facebook
The URL you would share would include SOURCE and the location you've posted this link:
https://customer-support.youcanbook.me/?SOURCE=Linkedin
When your booker selects a time, the field will be hidden from the booker on the booking form. The booking will still go through if this field is left blank.
To display this data in Confirmation Emails or the Calendar Event, include the corresponding Shorthand Code.
Since this is a hidden question, you can choose whether to display it to your booker simply by not including the shorthand code in communications with them.
Managing your data
Export data
Any question with a Shorthand Code will be added to your data export, so you can have a full CSV file of your booker's data.
Pass data into another system
You can use these shorthand codes that you have set for the hidden or passthrough questions in any Zaps you set up with our Zapier integration, and in webhooks.
For further questions, contact our team at support@youcanbook.me.
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