Booking Questions (Custom Forms)
Collect information from attendees with custom form fields on your booking page
Booking questions let you collect information from attendees when they book a meeting. Add custom fields to gather details like company name, project description, or specific requirements before the meeting.
Default Fields
Every booking form includes standard contact fields:
| Field | Type | Required |
|---|---|---|
| Email input | Yes | |
| Name | Text input | Yes |
| Phone | Phone input | Optional |
These fields identify the attendee and enable booking confirmations.
Adding Custom Questions
- Go to Meeting Types
- Edit your meeting type
- Find Booking Questions or Form Fields
- Click Add Field
- Configure the field (see Field Types below)
- Set required/optional status
- Save changes
Field Types
meetergo supports various field types:
| Type | Description | Use Case |
|---|---|---|
| Text (Single Line) | Short text input | Company name, job title |
| Text (Multi Line) | Longer text area | Meeting agenda, questions |
| Email validation | Secondary email | |
| Phone | Phone number input | Contact number |
| Number | Numeric input | Budget, team size |
| Select (Dropdown) | Single choice from options | Department, product interest |
| Radio | Single choice as buttons | Yes/No questions |
| Checkbox (Single) | Yes/no toggle | Terms acceptance |
| Checkbox (Multi) | Multiple selections | Topics of interest |
| URL | Website link | Company website, LinkedIn |
| Slide | Visual selection cards | Choose a plan, select service |
Field Configuration
Each field can be customized:
| Setting | Description |
|---|---|
| Label | The question text shown to attendees |
| Placeholder | Hint text inside the input |
| Required | Whether the field must be filled |
| Hidden | Collect without showing (for tracking) |
| Default Value | Pre-filled value |
| Options | Choices for select/radio/checkbox fields |
Common Use Cases
Sales Discovery Calls
Collect qualification information:
- Company Name (text)
- Company Size (select: 1-10, 11-50, 51-200, 200+)
- Budget Range (select)
- Main Challenge (text-multi)
Support Consultations
Gather issue details:
- Product/Service (select)
- Issue Description (text-multi)
- Priority (radio: Low, Medium, High)
- Previous Ticket Number (text, optional)
Interviews
Get candidate information:
- Portfolio URL (url)
- Years of Experience (number)
- Desired Salary Range (text)
- Available Start Date (text)
Coaching Sessions
Understand client needs:
- Current Role (text)
- Goal for Session (text-multi)
- Areas to Focus (checkbox-multi)
Field Targets
Map fields to standard data points for CRM integration:
| Target | Description |
|---|---|
| Maps to attendee email | |
| First Name | Maps to first name |
| Last Name | Maps to last name |
| Full Name | Maps to combined name |
| Phone | Maps to phone number |
| Other | Custom field (no standard mapping) |
When a field has a target, its value can be used in:
- CRM integrations (HubSpot, Salesforce, Pipedrive)
- Email personalization
- Calendar event details
Options for Selection Fields
For Select, Radio, Checkbox Multi, and Slide fields, define options:
- Add the field to your form
- Click Add Option
- Enter the option label and value
- Repeat for each choice
- Optionally add images or icons (for Slide type)
Example: Select Field
Label: "What's your primary interest?"
Options:
- Product Demo | demo
- Technical Support | support
- Partnership Inquiry | partnership
- General Questions | general
Slide Field Options
Slide fields display visual selection cards:
- Can include images or icons
- Great for choosing products, services, or plans
- Support single or multi-select mode
- Optional description text per option
Multi-Language Support
Add translations for international attendees:
- Edit the field
- Find Locales or Translations
- Add label text for each language
- The correct language shows based on attendee's browser
CRM Field Mapping
Connect form fields to your CRM:
| CRM | How to Map |
|---|---|
| HubSpot | Set hubspotContactField or hubspotCompanyField |
| Salesforce | Set salesforceContactField |
| Pipedrive | Set pipedriveContactField |
When configured, form responses automatically sync to the mapped CRM fields.
See your specific CRM integration guide for setup details.
Hidden Fields
Use hidden fields to capture data without displaying to attendees:
- Create the field
- Enable Hidden
- Set a default value or capture from URL parameters
Use cases:
- UTM tracking parameters
- Marketing campaign IDs
- Internal reference codes
- A/B test variants
Conditional Display
Some field behaviors:
- Hide Until Change: Field appears only after another field is modified
- Required: Booking can't proceed without filling the field
- Default Value: Pre-populate with a specific value
Form Order
Arrange fields in the order you want them displayed:
- Go to your booking questions
- Drag and drop fields to reorder
- Save changes
Group related questions together for better user experience.
Best Practices
Keep It Short
- Only ask what you truly need
- Long forms reduce booking completion
- Consider required vs optional carefully
Be Clear
- Use plain language in labels
- Provide helpful placeholder text
- Explain why information is needed if not obvious
Match Your Purpose
| Meeting Type | Suggested Questions |
|---|---|
| Quick call | Minimal - name, email only |
| Sales demo | Qualification questions |
| Support | Issue details |
| Consultation | Background info |
Test Your Form
- Preview your booking page
- Fill out the form as an attendee would
- Check the experience is smooth
- Verify data captures correctly
Viewing Responses
Form responses appear in:
- Booking details in meetergo
- Connected CRM (if mapped)
- Confirmation emails (if included)
- Calendar event description
FAQ
Can I make all fields required?
Yes, but too many required fields may reduce bookings. Balance information needs with user experience.
Do responses show in calendar invites?
Yes, form responses are included in the calendar event description by default.
Can I change questions after bookings exist?
Yes, but changes only affect new bookings. Existing bookings retain their original responses.
Are there limits on custom fields?
Practical limits exist based on form length and user experience. There's no hard technical limit.
Can attendees edit their responses?
Not directly. They would need to cancel and rebook, or contact you to update details.
Do hidden fields work with UTM parameters?
Yes, you can capture URL parameters in hidden fields for marketing attribution.
Related Articles
Was this article helpful?
Let us know if this article answered your questions.