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Ask required booking questions before appointments and highlight your terms and conditions
Ask required booking questions before appointments and highlight your terms and conditions

You may want to adapt your booking flow to ask your customers questions before they visit you in-store or join a virtual appointment

Jubrine Fortuno avatar
Written by Jubrine Fortuno
Updated over a week ago

๐ŸŒ Overview of the booking questions

You can choose to add booking questions to your online booking flow to gather additional information from your customers. The booking questions can come in various formats: text, checkbox, dropdown, file upload, T&Cs. You can also enable conditional booking questions that only show up depending on the answers selected.

You can create as many questions as you like and set whether they should be made mandatory. In addition, you can attach specific services to specific booking questions to ensure they only get asked when a relevant service is being booked.

โš™๏ธ How to add a question

Hover over your bookings tools tab and click on customize your booking flow. Scroll down to the booking questions section.

  • Click add a question

  • Select the type of answer you require - text, checkbox, dropdown, or terms and conditions

  • Enter the question, or for terms and conditions, enter the URL in the question field

  • For dropdown type, add in the answer options

  • Set whether an answer to this question should be required

  • Select whether this question should be asked for bookings made externally (by the customer online), bookings made internally (by your staff at or all bookings

  • If the question should be asked for each of your services, select all services

  • If the question should be asked for a specific service or multiple services, select the relevant services

  • Click save changes

The checkbox and dropdown type questions can have conditional questions attached, where an answer selected can determine what follow-up questions are asked. Please see this guide on how to set up conditional booking questions.

๐Ÿ”Ž How to find answers to the questions

There are two ways to view the booking questions answers:

  1. Via the booking itself

  • Click onto the booking in your calendar

  • Click view next to Questions:

2. Via the customers tab:

  • Go to the Customer tab;

  • Click on View Info next to the customer;

  • Head to the Bookings tab and click View booking -> Questions to access the answers:

๐Ÿงฎ How to re-order booking questions

You can set the order in which you wish your questions to be displayed. To change the order, just click the three lines on the left of a question and drag it up or down.

Top tip โญ๏ธ

If you're asking questions for "bookings made externally" or "all bookings", we suggest turning off the notes step of your online booking process. By default, this step is already off. Learn more about notes here.

If you have any feedback we would love to hear it ๐Ÿ‘‚

Keywords: T&C, T&Cs, intake forms
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