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Appointments and availability

Ask clients questions when they book

Up to 5 questions per type, required or optional, with answers shown in Appointments.

What it is for

Prepare the appointment: ask for the topic, a file number, etc. at booking time.

Before you start

An appointment type.

Step by step

  1. In Types, open the type with Edit.
  2. In Questions for the client (one per line; start with * if required, 5 maximum), enter one question per line. Example: * What is your goal? (required) then Do you have an open file? (optional).
  3. Click Save.
  4. To read the answers: Appointments, then the “Responses” link under the client’s name.

Expected result

The booking form shows the questions; required ones carry an asterisk.

Tips

  • Each question is limited to 120 characters, each answer to 1000.
  • Beyond 5 lines, the extra ones are ignored.

Common problems

The client sees “Answer the question: …”.
A required question (with *) was left empty.
My sixth question disappears.
The limit is 5 questions per type.

Related pages

TypesAppointments