Every host ends up asking the same handful of questions over email before a call happens anyway: what do you want to cover, what have you already tried, what's your company size. A booking type can now collect that up front as a real intake form, up to 10 custom questions, so the answer is sitting in your dashboard before the guest ever shows up.
What you can ask
- •Short answer, for a name, a company, a one-line summary.
- •Long answer, for context that needs a few sentences, what they're trying to solve, what they've already tried.
- •Dropdown, for a fixed set of options you want to route or filter by.
- •Checkbox, for a yes/no or an acknowledgment.
- •Any question can be marked required or optional, per question.
Where it lives
Questions show up on the public booking form right after the guest's notes field, so the flow reads as one continuous form rather than an extra step bolted on. A required question is enforced on the server, not just a disabled button, so a direct API call can't skip past it either.
The answers travel with the booking
Once a guest submits, their answers show up in your pending-approval card if the session type requires approval, and in the booking notification and approval-request emails alongside their notes. Nothing extra to check, it's just there next to the rest of the booking.
What to actually ask
The same discipline that makes a good intake note work applies here: two or three questions beat ten. Every field is a chance for someone to close the tab before booking, so ask only what changes how you'd run the call, current role for an interview, use case for a demo, what they've tried for a coaching intake. Save anything exploratory for the conversation itself.
Setting it up
Open a session type's editor and look for the new "Intake form" section. Add your questions, mark the required ones, and they're live on the public form immediately, no separate publish step. Start free and stop asking the same three questions by email before every call.