How to enable file uploads on booking forms

With the file upload field, you can allow invitees to upload documents directly when they book an appointment. This is useful for collecting resumes, contracts, images, or any other files you need before the meeting.

Adding a file upload field to your booking form

1. Go to Data Fields in your meetergo dashboard
2. Click Add field
3. Select File upload as the field type
4. Configure the field settings:
   • Name: The internal name of the field (e.g., "resume", "document")
   • Label: The label shown to invitees (e.g., "Upload your CV", "Attach document")
   • Required: Toggle on if the file upload is mandatory
5. Save your data field
6. Go to your Meeting Type and select Invitee Questions
7. Add your new file upload field to the form

Configuring file upload options

When creating a file upload field, you can customize the following options:

• Allowed file types: Choose which file extensions are allowed (e.g., PDF, DOC, DOCX, XLS, XLSX, JPG, PNG, GIF, TXT, CSV)
• Maximum file size: Set the maximum size per file (up to 5 MB)
• Maximum number of files: Limit how many files can be uploaded (default is 1)

How invitees upload files

When an invitee visits your booking page:

1. They fill out the booking form as usual
2. For file upload fields, they can either:
   • Click the upload area to select a file
   • Drag and drop a file onto the upload area
3. The file is validated for size and type
4. Once uploaded, the file appears with its name and size
5. They can remove the file and upload a different one if needed

Accessing uploaded files

After a booking is created, you can access uploaded files in several ways:

1. Booking details: View files attached to individual bookings
2. Email notifications: Configure files to be sent as email attachments (see Attaching files to email notifications)
3. Files section: All uploaded files appear in your Files library

Use cases

Here are some common scenarios where file uploads are helpful:

• Recruiting: Collect resumes and cover letters when candidates book interviews
• Consulting: Gather project briefs or contracts before discovery calls
• Healthcare: Request medical history forms before appointments
• Legal: Collect signed documents or case files
• Education: Receive assignments or portfolio work

FAQ

What file types are supported?

The default supported file types are: PDF, DOC, DOCX, XLS, XLSX, JPG, JPEG, PNG, GIF, TXT, and CSV. You can customize which types are allowed for each field.

What is the maximum file size?

Files can be up to 5 MB each.

Can invitees upload multiple files?

Yes, you can configure the maximum number of files allowed per field. By default, only one file can be uploaded, but you can increase this limit.

Where are uploaded files stored?

Files are securely stored in your meetergo account and can be accessed from the Files section in your dashboard.