Adapt your booking flow
Add booking questions to your online booking flow. They can be answered by text, checkbox, or dropdown. You can also ask customers to agree to your terms and conditions before completing their booking.
You can create as many questions as you like and set whether they should be made mandatory to complete. When you create a question, you can decide for which service(s) they should be asked for.
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 app.appointedd.com) 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.
How to find answers to the questions
Answers to questions are stored alongside the booking itself
Click onto the booking in your calendar
Click view next to "questions"
To find them in your CRM suite, click on the customer name on the booking
Click customer page
Head to the "bookings" tab and click "view bookings" to access the answers there also
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 ⭐️
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 👂
Keywords: T&C, T&Cs, intake forms