Your guide to setting up custom questions for your invitees

Calendly collects name and email addresses for each person that schedules with you, so we can share the calendar invite automatically and other notifications and reminders you set. You can take this a step further by adding invitee questions.

Each custom question can be marked as required or optional for your invitees. Choose from a variety of answer types, like radio buttons, checkboxes, or open-ended responses.

Simply including a few more questions on your scheduling form helps you understand your invitee’s needs and goals to better prepare for your meeting.

Custom question examples

5 most commonly used custom questions

Here are the top invitee questions Calendly users add to their booking pages:

1. Phone number

2. Job title

3. Company name

4. What would you like to accomplish in this meeting?

5. Please provide any other information that will help me prepare for our meeting.

Pro tip

Many sales and customer success teams map custom questions from Calendly to Salesforce CRM, so all the data they need is in one place. Learn how to map Calendly data to Salesforce fields in this help center article.

Sales examples

• Budget

• Company or team size

• What are your team's top challenges?

• Which product or solution are you interested in?

Pro tip

If you want to use your booking forms to qualify leads, check out Calendly Routing. Based on form responses, Calendly will automatically route qualified leads to the right booking page. You can add scheduling to your existing HubSpot, Marketo, or Pardot forms, or create new forms right in Calendly.

Customer success examples

• What do you need help with?

• What problems are you experiencing?

• What troubleshooting steps have you taken so far?

Recruiting examples

• Which position are you interested in?

• Salary requirements

• Do you have any questions about the role?

Education examples

• Student ID

• Major

• Class section

Keep in mind that including too many questions may get in the way of someone completing your scheduling form. We recommend limiting to the questions you absolutely need to help you prepare for the meeting and saving the rest of your questions for the meeting.

How do I set up custom questions?

For step-by-step instructions, please visit this help center article. The article walks through how to add and remove invitee questions and where you can find submitted answers.

Happy scheduling!