Help / Event types

Booking questions

Every event type has a booking form — the short form an invitee fills in after they pick a time. It always collects the basics, and you can add your own questions on top.

What it is

• Standard fields — the invitee's name and email are always asked. The Booking Form tab also has a Name Format option, an Autofill toggle, an Allow guests toggle (extra email addresses on the booking), a Disable rescheduling by guests toggle, a Hide from my profile toggle, and an SMS opt-in option (rolling out).
• Custom questions — questions you add yourself. Each has a label, a type, and whether it's required:
  • One line / Multiple lines — short or long free text.
  • Number — numeric answers.
  • Phone number — a phone field.
  • Radio / Dropdown — pick one from a list of options you define.
  • Checkboxes — pick any number from a list.

The answers are saved with the booking and shown to the host (on the meeting details, in the confirmation email, and — if you use a calendar title template — they can be pulled into the calendar event title).

Zoom

When to use it

• Qualify the meeting up front: "What would you like to discuss?", "What's your company?", "Team size?".
• Collect something you need before the call: an account ID, a phone number, a link to review.
• Keep it short — a long form hurts conversion. If you want to route people to different places based on their answers, that's a job for a routing form, not a pile of booking questions.

How to do it

1. Open the event type from Event Types and go to its Booking Form tab (see the editor overview).
2. Add a question: set the label, choose the type, and for radio / dropdown / checkboxes, list the options.
3. Mark it required if the invitee must answer it.
4. Reorder questions by drag (the order is the order invitees see them).
5. Set the form options at the top of the tab (name format, allow guests, etc.) as needed for this event type.
6. Save — the new form is live on that event type's booking page immediately.

Common pitfalls

• Form too long → fewer bookings. Ask only what you genuinely need before the meeting. Everything else can wait until you're talking.
• Required questions block booking. A required question with no good "n/a" option can stop people who don't have an answer. Make it optional, or add a catch-all choice.
• Using questions for routing. Booking questions don't change where someone goes — everyone who opens the link books the same event type. To send people to different places based on their answers, use a routing form.