Skip to main content

What are booking questions?

Booking questions are the fields attendees complete when scheduling an appointment. They collect the information you need before the meeting, such as contact details, the reason for the appointment, or supporting files. In LunaCal’s appointment booking software, configure these fields under Event Types → select an event → Booking Questions.

What can I collect on a booking form?

  • Contact and meeting details: Names, email addresses, phone numbers, and short or detailed written answers.
  • Structured responses: A single choice, multiple selections, or consent to an agreement.
  • Files and connected data: Attachments and answers linked to a custom field in your connected Pipedrive account.
You can reset Booking Questions to their defaults.
Reset Booking Questions to their defaults in LunaCal

How to customize booking questions in LunaCal

Select the event type

Open Event Types and select the event you want to edit. Click the event card or use its gear icon.
Select the event type whose booking questions you want to configure

Open Booking Questions

Navigate to the Booking Questions tab.
Open the Booking Questions tab

Add a question and choose its type

Click Add/Edit Booking Question, then choose a question type from the dropdown. Default questions: You cannot delete default questions or change their question type. If you do not need one, turn it off instead of editing it.

Configure the question fields

When adding a question, configure the fields below.
Configure a booking question and its fields
When editing the Name question, use the Split option to ask for first and last names separately.
Split the Name question into first and last name fields
Avoid other edits to default booking questions, which can cause unexpected behavior. Turn off a default question if you do not want to use it.

Hide or show a question

Use the Hide/Unhide toggle to control which questions appear on your public booking page. Hidden questions are not shown to attendees.
Hide or show questions on the booking page
Click Save so your changes appear on the booking page.

Common mistakes to avoid

  • Editing default booking questions instead of turning them off, which can cause unexpected behavior.
  • Forgetting to click Save, so new fields do not appear on the booking page.
  • Choosing a text field when you need a predefined selection, which makes answers harder to compare.
  • Hiding a question that collects information you need.

Suggested settings to start with

  • Keep Name, using Split for first and last names, and Email. Add one question that helps you prepare, such as a Short Text field for the attendee’s goal.
  • Use Mandatory only for information you must have before the appointment.
  • Prefer Dropdown or Multi Choice for standardized answers. Use Long Text sparingly to keep the form short.
  • Add a Consent Checkbox when you need attendees to confirm consent or an agreement.

Why use LunaCal for appointment booking forms?

LunaCal’s scheduling tool combines the booking form with the information you need to prepare for an appointment:
  • Collect more than written answers. Attachment and Consent Checkbox fields let attendees supply files and confirm an agreement during booking.
  • Use answers after the form is submitted. Internal labels let you reference responses in workflows; Pipedrive Custom Field questions link answers to fields in your connected Pipedrive account.
  • Ask for the right amount of information. Required fields, optional answer suggestions, and visibility toggles let you decide what attendees must provide and which questions they see.

Frequently asked questions

How do I add questions to my appointment booking form?

In LunaCal, open the event’s Booking Questions tab and click Add/Edit Booking Question. Choose the question type, configure its fields, and click Save. Use the Mandatory setting only when the attendee must answer before booking.

Can clients upload files when booking an appointment?

Yes. Add an Attachment question to the LunaCal booking form so attendees can upload a file, such as an image, document, or spreadsheet, when they book.

How do I make a booking question required?

Enable Mandatory for the question in LunaCal. Attendees must answer that question before they can complete the booking.

Can I remove the default questions from my booking form?

You cannot delete default booking questions or change their question type in LunaCal. Use Hide/Unhide to turn off questions you do not want attendees to see. Avoid editing default questions, apart from using the documented Split option for first and last names.

How do I use booking form answers in a workflow?

Give the question an Internal Label in LunaCal and use that label to reference the answer in a workflow. The internal label is private and is not shown to the person booking the appointment.