Articles on: Cal ID

Add Pre-Booking Questions for Events

In Cal ID, the Booking Questions section allows you to customize the information your bookers must provide before they can schedule a meeting with you. You can tailor these questions to gather exactly the data you need, using a wide variety of input types.


Customizing Booking Questions


By default, Cal ID asks for a name and email address. However, you can add, edit, or hide fields to streamline your intake process.


How to Add a Question


  1. Navigate to Event Setup: Open your desired event and stay on the Event Setup tab.
  2. Locate Booking Questions: Scroll down to the Booking questions section.
  3. Add New: Click the + Add a question button.



  1. Configure: A pop-up will appear where you can select the Input type, set a Label (the question text), and provide a Placeholder (example text).





  1. Required Toggle: Choose Yes or No to determine if the booker must answer the question to proceed.


Available Input Types


You can select from a robust list of input types to ensure data is formatted correctly:


Input Type

Best Used For...

Email

Collecting additional contact emails.

Phone

Capturing contact numbers for SMS or calls.

Address

Physical locations for in-person meetings.

Number

Quantitative data (e.g., "How many guests?").

Long Text

Detailed explanations or background info.

Select

A single-choice dropdown menu.

Multi select

Allowing guests to pick several options from a list.

Multi Email

Inviting multiple guests to the same meeting.

Checkbox group

Multiple choice options shown as a list of boxes.

Radio Group

Forcing a single choice from a visible list.

Checkbox

Simple "Yes/No" or "I agree to terms" confirmations.

URL

Collecting website links or social media profiles.

Attachment

Allowing guests to upload resumes, briefs, or screenshots.


Managing Existing Questions
  • Editing: Click the Edit button next to any question to change its type, label, or requirement status.



  • Hiding: Use the toggle switch to make a question Hidden. This is useful for internal tracking via URL identifiers.



  • Reordering: Use the arrow icons next to a question to move it up or down in the list.



Pro Tip


If you use URL identifiers, you can pre-fill certain fields for your guests by appending data to the end of your booking link. You can even Disable input if the URL identifier is prefilled to prevent guests from changing that specific data.


Booking field identifier


The identifier for booking questions is a unique text input that users provide when creating a booking question. This identifier serves as a distinctive key for each specific booking question, establishing a clear and unique reference that can be used throughout the platform wherever that question is addressed or its answers are processed.


The primary utility of the identifier emerges when individuals schedule meetings. As they fill out booking forms, the responses they provide are tied back to the specific booking questions via these identifiers. This system ensures precision and clarity, as each answer is unmistakably linked to its corresponding question, eliminating any potential confusion especially when similar or related questions are present.


By utilizing the identifier for booking questions, users benefit from a more organized, efficient, and error-resistant way of handling booking data, both within the platform and in conjunction with external systems. This streamlined approach not only enhances data management and integrity but also contributes significantly to the overall user experience.



Updated on: 28/01/2026

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