Short and long text
Use a single line for brief answers or a larger field for details.
Custom appointment booking forms
LunaCal booking forms collect the details you need before an appointment is confirmed. Add questions to each event type, accept attachments and consent, and use the answers in your workflows or connected Pipedrive fields.
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Choose the right field for each answer
The appointment form can collect contact information, structured choices and supporting material without sending the client to a separate questionnaire.
Email and phone
Collect an email address and a phone number with its country code.
First and last names
Split the default Name field when you need separate name values.
Dropdowns and radio buttons
Give clients a defined list when they should choose one answer.
Multiple selections
Use checkboxes when more than one option can apply.
File attachments
Ask clients to upload a document, image or spreadsheet during booking.
Consent checkbox
Collect an explicit acknowledgment of an agreement before the appointment.
Additional email recipients
Use Multiple Emails so each supplied address receives a confirmation.
Pipedrive custom fields
Connect a question to a custom field in your Pipedrive account.
Required or optional
Turn on Mandatory only for answers needed to complete the booking.
Configure questions on the event itself
Different appointments can ask for different information. Edit the questions attached to the event rather than making every client complete the same long intake form.
- Open Event Types, select the event and go to Booking Questions.
- Add a question, choose its answer type and write the label clients will see.
- Set Mandatory if needed, add an Internal Label and save.
Keep the public question and the internal field separate
Write a question clients can answer
The visible label should describe the information needed. Use Answer Suggestion for a short prompt inside the field.
Give the answer an internal identifier
The Internal Label is private. It identifies the answer when you reference it in a workflow or prefill it from another page.
Choose a useful response format
A dropdown keeps answers consistent. Long text leaves room for detail. Attachments collect the supporting file itself instead of a description of it.
Keep essential fields visible
Hide/Unhide controls what clients see. Default questions cannot be deleted or changed to another type; switch an unused default question off instead.
Use the answer after the booking is made
Collecting information is only useful if it reaches the next step. LunaCal gives the form fields a role in appointment communication and connected CRM records.
Explore reminders →Reference answers in workflows
Use a question’s Internal Label to include its answer in a workflow message.
Send a confirmation to other attendees
The Multiple Emails field includes the supplied addresses in booking confirmations.
Link an answer to Pipedrive
Choose Pipedrive Custom Field for a question connected to a field in your CRM account.
Prefill details the client has already supplied
When a client arrives from another form or a page that already has their details, LunaCal can receive those values through the booking URL or embedded calendar configuration.
- Match each value to the question’s Internal Label.
- Prefill supported fields instead of asking the client to type the same information again.
- Use answer suggestions for guidance and prefilling for actual values; they serve different purposes.
Why use LunaCal for booking forms?
The useful combination is intake, scheduling and follow-up in the same appointment flow.
Files and consent alongside the appointment
Attachment and Consent Checkbox fields handle information that a short meeting questionnaire often leaves to a separate form.
Answers that carry into the next step
Internal labels make responses available to workflows, while the Pipedrive field type connects intake to CRM data.
One form inside your scheduling setup
Keep intake with availability, payments and reminders. You do not need a separate form product just to collect the supported fields before a booking.
LunaCal vs Calendly, Koalendar and Acuity
Compare the field types you need, not just whether a tool supports “custom questions.” Attachments, consent and prefilling can remove a separate step from appointment intake.
| Capability | LunaCal | Calendly | Koalendar | Acuity |
|---|---|---|---|---|
| Short text answers | Yes | Yes | Yes | Yes |
| Long text answers | Yes | Yes | Yes | Yes |
| Phone number collection | Yes | Yes | Yes | Yes |
| Dropdown selection | Yes | Yes | Yes | Yes |
| Multiple-choice checkboxes | Yes | Yes | Yes | Yes |
| Required questions | Yes | Yes | Yes | Yes |
| Optional questions | Yes | Yes | Yes | Yes |
| File upload field | Yes | No native field | Yes | Up to 5 MB |
| Agreement acknowledgment | Consent checkbox | Checkbox question | Checkbox question | Terms agreement |
| Prefilled custom answers | Yes | Yes | Yes | Yes |
| Single-choice buttons | Yes | Yes | Yes | Yes / no |
| Choose questions by appointment | Yes | Yes | Yes | Yes |
Questions about appointment booking forms
Can clients upload a file when they book?
Yes. Add an Attachment question to collect a file during booking. This can be a document, image or spreadsheet.
Can I require an answer before accepting the appointment?
Yes. Turn on Mandatory for that question. The client cannot complete the booking until it is answered. Keep nonessential questions optional.
Can I hide the default booking questions?
Yes, use Hide/Unhide. Default questions cannot be deleted or changed to a different field type. The Name question has a Split option for collecting first and last names separately.
How are booking forms different from routing forms?
Booking questions collect information for the appointment the client is booking. Routing forms use answers to decide which booking destination to show. Collecting an answer does not by itself create a routing rule.
Can I put booking answers into a reminder or follow-up?
Yes. Give the question an Internal Label and reference that label in a workflow. The label is not shown to clients.
Can an embedded calendar receive prefilled answers?
Yes. Pass the values through the embed configuration using the corresponding Internal Labels. Booking links can also receive values through URL parameters.