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Add booking questions

Created by Calenso Support, Modified on Mon, 23 Oct 2023 at 06:28 PM by Calenso Support

TABLE OF CONTENTS



Booking Questions are a useful tool to learn more about your customer at the time of booking or to obtain valuable information in advance. Here we explain how to create booking questions, what types of questions are available and how to use them.



Note: If you want to add a link, enter the following code:

<a href="www.calenso.com" target="_blank">Hier</a>

Green part: Replace with your link.

Blue part: The link will open in a new tab or window so that the booking is not overwritten. 

Purple part: This text is displayed to the user and the link is added.

 

Thus, clicking on the link will open a new window.


Click on "+" next to booking questions to add a new booking question.  

The following field will open:



Multilingualism

If you use multilingualism, check the first field. Here you can learn more about multilingualism.


Booking question types

For the booking question type, you have a choice of different types:


Dropdown: You can define any number of answers to your question. The customer will be shown a drop-down, from which one can be selected.


Checkbox: If you want to confirm your terms and conditions, then create a checkbox booking question. You can enter as many answers as you like, of which several can be selected.


Text field: Your customers can send you a message in an open text field. This text field is larger and longer than the input field.


Input field: Your customers can send you a message in a single-line field. This field is limited to 255 characters. 

File Upload: Customers can send a picture or document file when booking an appointment. Click here for instructions.


Radio Button: If there are several options to choose from, but only one of them may be selected, the radio button is suitable for this.


Information: it is also possible to place information with different color highlighting in the booking questions.


Date selection: This gives the possibility to select a date from a calendar.


Number selection: A starting number is given and a range of how far up and down this number can be changed.


Image selection: When a selection needs to be displayed a bit more aesthetically in the form of images.


Card selection: With a better division of space, a selection can also be displayed framed with title and description.


You can find a more detailed description of the booking question types here.


Edit

After an individual booking question has been created, the following editing fields are available:

Edit and Configure.


First, we describe what can be edited:


Title and question

Give the booking question a title so that you can easily find the question again. This title will not be visible to your customer. Now you enter the question in the field with the same name.


Placeholder

No matter which booking question type you choose, the system will not select anything. So that the field is not simply empty, you enter a placeholder text. This text will appear in grey in the corresponding field.



Mandatory field

There are booking questions which you would like to have answered by your customers and those which are considered more as additional information. For this reason, you can define a question as mandatory by activating this field. This way the customer cannot make an appointment without this question being answered.


Apply to appointments and events

You can define for each booking question where it should appear. This way you can define whether the question should only appear for appointments or also for group appointments. If you create a group appointment, you can choose in the last step which questions should be asked for each group appointment.


If you would like to apply the booking question only to individual appointments or group appointments, then deactivate the field and add the question separately to the corresponding services. You can find out how this works here.

Click on "Save" to complete the creation of the booking question. 


Advanced settings

Read-only field

You can activate this if you would like to have the question displayed in the booking but not filled in by the customer. This way you can provide information during the booking process. You can also use this to provide additional information for certain services. For more information, see "Hide question in booking widget".


Cancellation of the booking process

What may not make much sense at first glance, does have some benefit.


Basically, the behavior of the booking question, when this option is enabled, is that the booking process is aborted when the user interacts with this booking question.

How can this be used in a meaningful way?

For example, this could be linked as a dependent booking question. For example, if you ask whether someone is a new or existing customer (and you no longer accept new customers), a dependent booking question can be defined for the "new customer" answer that cancels the booking process if "new customer" is selected. This also makes sense if the next option is enabled.


Hide question in booking widget

The booking question is not visible in the widget.

In principle, booking questions are used to record information. These can also be predefined in the link to the booking widget. For example, you can pass a value from where the customer came to the widget. This information is passed to the corresponding booking question, which would be pre-filled and visible on the form. However, this information is irrelevant for the customer and could be irritating, so it can be hidden with this option.


Hide question in e-mail to customer

For the same reason that a booking question should already not appear in the booking widget, the question can also be hidden in the confirmation email, thus keeping the email to the customer as clear as possible.


Configure

Under Configure, the created booking questions can be assigned to individual services:



For questions on this and other topics, the Calenso team is happy to help under support@calenso.com.

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