How do I add my own questions, such as an address, to my booking form?
Open the calendar (bookable) and scroll down to the intake form. These are the questions the person answers when they book. Name, email and phone are included by default, and you can add or remove fields and save.
- To add a standard field, pick a built-in field. There are several address fields, such as Billing Street and Mailing Street.
- To ask something else, such as industry, budget, buyer role or how old the roof is, add a custom field from the drop-down on the same page. The answers are saved in custom fields.
- If the billing address differs from the service location, create a custom field such as Inspection address and add it.
The answers show up on the booking. When an AI agent books through that calendar, it collects the extra answers too.