How do I set up custom intake form questions? (Individual Plan or Agency Plan)

Custom intake questions let you collect information from clients before their meeting, so you can prepare in advance. This feature is available on the all plans (Free, Individual, and Agency). By default, TidyCal asks for a name and email. Custom questions let you ask for anything else you need.

Prerequisites

• Individual Plan ($29) or Agency Plan ($79) - Upgrade here

How to add custom questions

1. Go to Booking types in the sidebar.
2. Click to edit the booking type you want to configure.
3. In the editor sidebar, expand Advanced, then click Questions.
4. Toggle on Enable questions to attendees.



5. A blank question field appears automatically. Configure it:
   • Question text: Type your question (e.g., "What is your website address?").
   • Answer type: Choose from: Short text, Long text, Single choice, Multiple choice, Dropdown, Date, or Phone number.
   • Required: Check this box to require an answer before the client can complete their booking.
6. To add more questions, click Add another question.
7. Drag questions using the grip handle to reorder them.
8. Click Save at the top of the editor.

Generate questions with AI

Individual Plan and Agency Plan users can click Generate questions with AI to have TidyCal automatically suggest relevant questions based on your booking type details.

Where do I see the answers?

When a client books and answers your questions, their responses appear in:

• The calendar event details on your connected Google, Outlook, or Apple calendar.
• The email notification you receive about the new booking.
• The booking details in your Bookings page in TidyCal.

Troubleshooting

Questions not showing on booking page

• Confirm the Enable questions to attendees. toggle is on.
• Make sure you clicked Save after adding your questions.
• Verify you are on the all plans (Free, Individual, and Agency).

Answers not appearing in notifications

• Check that the question was marked as Required. Non-required questions may be skipped by clients.
• If using custom email templates, ensure the template includes booking question variables.
• Contact support@tidycal.com if answers are missing consistently.

Frequently Asked Questions

How many questions can I add?

There is no hard limit. However, we recommend keeping it to 3-5 questions to avoid discouraging bookings.

What answer types are available?

Short text, Long text, Single choice, Multiple choice, Dropdown, Date, and Phone number.

Can I use questions on the Free Plan?

No. Custom intake questions require the Individual Plan ($29) or Agency Plan ($79).