Schedule

Pre-Meeting Questionnaires

Gather information from prospects before they book.

In this guide

1. Creating a questionnaire
2. AI question suggestions
3. Attaching to an event
4. Viewing responses

1Creating a questionnaire

Go to Questionnaires and click New Questionnaire. Add questions of various types: short text, long text, single-select, multi-select, number, or email. Mark questions as required or optional.

2AI question suggestions

Click Suggest Questions to have AI generate relevant questions based on your business profile and industry.

3Attaching to an event

In the event type editor, select a questionnaire from the dropdown. Prospects will answer these questions as the first step of the booking flow, before choosing a time.

4Viewing responses

Questionnaire responses are attached to each appointment. View them from the appointment detail panel or export via the Prospects export feature.

Team Policies for Admins

Automations & Reminders

More in Schedule

Creating Event Types

Set up booking types for prospects to schedule with your team.

Setting Your Availability

Configure working hours, days off, and timezone.

Managing Appointments

View upcoming and past meetings, outcomes, and follow-ups.

Team Management

Invite members, assign roles, and organize into groups.

Team Policies for Admins

Control video providers, meeting types, and onboarding requirements for your team.

Personal Meeting Room

Your always-on meeting link for instant calls.

Sharing & Embedding Your Booking Page

Share your scheduling link and embed it on your website.

No-Show Protection

Reduce no-shows with smart reminders and overbooking.

Team Utilization Heatmap

Visualize your team's availability, bookings, and open gaps at a glance.