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 Booking form
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 100 MB (default 10 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 checked for size and type, and scanned for malware. Its content must match its file type: a renamed file is refused
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 and PDFs to booking emails)
3. Files section: All uploaded files appear in your Files library

One folder per contact

New uploads from bookings and forms are sorted into a folder per person, named after them (for example "Jane Doe"). You find these folders under Contact uploads in your Files library. When the same person books or submits a form again, their files go into the same folder. Booking Uploads still lists every upload in one place.

Routing form file uploads

Downloading a form submission as PDF includes uploaded PDF pages after the answers and embeds uploaded images. Other file types are listed by filename. Page numbers cover the whole document, including attached PDF pages. Attachments are limited to 20 MB and 200 PDF pages in total. Unreadable, encrypted, or oversized files show a note so you can download the originals separately.

File upload fields also work on routing forms. When someone submits a routing form with file uploads:

• Notification emails: Uploaded files are automatically included as attachments in the form submission notification email (up to 8 MB total)
• Webhooks: The form_submission webhook includes a top-level files array with direct download URLs for each uploaded file (see Webhooks in meetergo)

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?

Each file can be up to the limit you set on the field: 10 MB by default, up to 100 MB. Uploads count against your account's storage.

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.

Why was a file refused?

A file is refused when its content does not match its file type (for example, a file renamed to .pdf) or when the security check finds malware. The invitee sees why and can choose another file. If a normal file is refused, save or export it again from the program that created it, then upload it again. If that does not help, contact our support with the time of the upload.

Where are uploaded files stored?

Files are securely stored in your meetergo account and can be accessed from the Files section in your dashboard, sorted into one folder per contact under Contact uploads.