The Forms feature allows you to gather necessary information from the other party at the same time as scheduling. By freely customizing question items, you can streamline pre-meeting preparations and achieve higher-quality communication.
Additionally, the routing feature can automate the assignment of inquiries to the correct person or department's booking calendar based on the content, speeding up the process of setting up business meetings and increasing the conversion rate.
Question Types Available in Forms
You can freely set up form items according to your needs.
Name
Name (First and Last)
Email Address
Phone Number
Radio Button (Single choice)
Checkbox (Multiple choices)
Dropdown Select Form (Single choice)
Text (Single line answer)
Multi-line Answer (Paragraph style)
Placeholder and Description Text
For each form item, you can use the following settings to more clearly convey what the user should input.
Placeholder: Displays an example input within the field (e.g., "Taro Yamada" or "your-email@example.com"). It disappears automatically when the user begins typing. Maximum 2000 characters. For items with multiple input fields like "Name (First and Last)," you can set placeholders for each field by entering them separated by a space in the placeholder field (e.g., "Yamada Taro").
Description: Displays supplementary information or input instructions below the field label (item name). Maximum 2000 characters (plain text only).
These features are available for the following field types:
Single line answer
Multi-line Answer (Paragraph style)
Email Address
Phone Number
Name
Name (First and Last)
Radio Button (Single choice)
Checkbox (Multiple choices)
Dropdown (Single choice)
Viewing Form Responses
Accounts with Admin or higher permissions in the team can confirm the results.
Design
You can customize the form display style (list type, one-question-at-a-time), cover image, logo, and more.
You can also choose the design style and color for the answer items.
Frequently Asked Questions
Q. Where can I check the content entered in the form?
A. You can check it on the booking details screen or in the notification email sent when a booking is confirmed. Additionally, if you have integrated with Google Calendar or other services, it will also be displayed in the details section of the calendar event.
Q. Can I automatically change the assigned person or meeting time based on the answers to the questions?
A. Yes, this is possible. By combining this with the "Routing feature," you can achieve complex automation, such as "assign to Team A if they select an inquiry about Product A" or "make the meeting time 60 minutes if they answer that the urgency is high."
Specific Use Cases
Case 1: Use in Recruitment Interviews
You can understand the candidate's skills and motivation in advance, making the interview itself more meaningful.
Desired Position (Dropdown)
Portfolio URL (Text)
What you want to emphasize most in the interview (Multi-line text)
Case 2: Use in Customer Support
You can accurately grasp the situation before the meeting begins, shortening the time to problem resolution.
Product Name for Inquiry (Dropdown)
Your Environment (OS, browser, etc.) (Checkbox)
Details of the problem (Multi-line text)
Case 3: Sales & Marketing
You can prepare proposals tailored to the other party's needs.
Your Job Title (Dropdown)
Issues you are considering implementing a solution for (Checkbox)
Advertising Campaign Code (Single line text)
