How do I set up custom intake form questions? (Pro Plan)

Asking custom questions on your booking form allows you to gather important information from clients before your meeting, so you can be better prepared. This feature is available on our Pro and Agency plans.

By default, TidyCal asks for a Name and Email. Custom questions allow you to ask for anything else you need, such as a phone number, project details, or website URL.

How to Add Custom Questions to a Booking Type

1. First, ensure you are on the Pro or Agency plan.
2. From your TidyCal Dashboard, go to the Booking Types section.
3. Select the booking type you want to add custom questions to.
4. On the editing page, scroll down to the Questions to attendees section.

5. Click the + Add New Question button.

   A new line will appear where you can configure your question:

   • Answer Type: Choose the type of answer field you want. Options include Text (for short answers), Text Area (for long answers), Checkboxes, Radio Buttons (for single choice), and more.
   • Label: Write the question you want to ask the client (e.g., "What is your website address?").
   • Required: Check this box if you want to force the client to answer the question before they can complete their booking.
6. You can add multiple questions by clicking the + Add new Question button again.
7. Once you are finished, scroll to the bottom and click Save Booking Type.

Where Do I See the Answers?

When a client books an appointment and answers your questions, their responses will appear in three main places:

• In the calendar event details created on your connected Google or Outlook calendar.
• In the email notification you receive from TidyCal about the new booking.
• In the details of each booking in your TidyCal Bookings tab.