Questions

Ask your customers what you need to know before the appointment: what they’d like to talk about, how they heard of you, their website. Questions are asked in the booking window, and the answers are kept with the booking.

Creating a Question

1. Go to Appointments on the navigation menu and select Questions.
2. Click New Question.
3. Write the Question.
4. Select the Question Type:

• Text: the customer writes the answer.
• Dropdown: the customer picks an answer. Under Available Answers, write each answer, and click Add an Answer for each further one.

5. Set Required Answer to Yes if a booking can’t be made without an answer.
6. Click Save.

Asking a Question

A question is asked for the appointments that include it:

• On an appointment: open the appointment with Edit and select the question under Questions.
• On every new appointment: go to Settings > Appointments and select it under Questions. New appointments start with it; you can still remove it from any of them.

The questions appear in the booking window in the order they are selected.

Answers

The answers show on the booking’s page, under the booker’s email and phone, and on the employee’s page of the booking. They are kept as they were given: editing or deleting the question later doesn’t change the answers of past bookings.

Managing Questions

• Edit: point at the question’s row and click the pencil (Edit).
• Disable: select questions in the list and click Disable. A disabled question is no longer asked; Enable brings it back.
• Delete: point at the row and click the bin (Delete).

Note: A question that an appointment asks can’t be deleted. Remove it from the appointment first, or disable it.