How to add or remove invitee questions

Collecting the right information from your invitees makes every meeting more productive. With meetergo, you can add custom questions to your booking page to gather exactly what you need—whether it's project details, specific topics to discuss, or dietary preferences for in-person meetings.

Add invitee questions

1. Go to the Meeting Type page and locate your meeting type
2. Click on the gear icon menu and select "Edit"
3. Go to Booking form section
4. Toggle on "Add questions to form"
5. Click "Add Form Field" and select from "Use Existing" or "Create New"

6. Select field type and enter your question

7. To make it required, scroll down to "Field Behavior" on "Additional Options"** **section and toggle on "Required"

You can add multiple custom questions per meeting type. Required questions must be answered before someone can complete their booking, while optional questions give invitees the choice to provide additional information.

Available field types

Booking forms use the same data fields as routing forms, so you can ask for text, email, phone, or a choice from a list, and also collect a rating, a signature, a date, a time, an image, or a file. See Available Data Field Types for the full list and what each field is best used for.

Edit invitee questions

1. Go to the Meeting Type page and locate your meeting type
2. Click on the gear icon menu and select "Edit"
3. Go to Booking form section
4. Find the question you want to update
5. Edit the text

Delete invitee questions

1. Go to the Meeting Type page and locate your meeting type
2. Click on the gear icon menu and select "Edit"
3. Go to Booking form section
4. Find the question you want to delete
5. Select the delete icon

View and download invitee answers

Once someone books a meeting, their answers are automatically saved. You'll find them on your Bookings page. If you need to analyze responses or share them with your team, you can export all meeting details including invitee answers directly from your Bookings page.

1. Go to Bookings page
2. Filter the meeting type you want to expert data and click on CSV icon on top right

3. Customize the data that you want to expert and click "Expert CSV"

FAQ

Can I reorder my invitee questions?

Yes. In the Invitee form section, simply drag and drop questions to rearrange them. Your invitees will see them in the order you set.

What happens if I delete a question that invitees have already answered?

Past answers are preserved in your Bookings page. Only future bookings won't include that question.

Can I use invitee answers to route people to different team members?

When using routing forms, radio buttons and dropdown answers can trigger routing logic to direct invitees to the right person based on their responses.