Adding Custom Questions in Appointments

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Track and measure even more details about the appointments happening at your events by adding custom questions that hosts will answer prior to sending their invitations.

1 Open the appointment type. Begin by selecting your Appointments event. Hover over Event Details and, under Setup, click Appointment Types.

Click on the appointment type that you want to add custom questions to, then click Edit.

2 Add a custom question. Under the Custom Questions section, click Create Question.

 
User-added image

Determine the question type and display format. Your options include:
  • Text QuestionAllows requesters to type out any general text. Display formats include a text field, comment box, number, currency, decimal, US phone number, or email address.
  • Date & Time Question Allows requesters to enter in a specific date and time. Display formats include both date and time, or date only.
  • Choice Question Allows requesters to select from a list of pre-determined options. Display formats include a single answer list in radio button format, single answer list in dropdown format, or multiple answer list.

Then, add the question. To the left of the question type dropdown, enter the question in the text box.
 
User-added image
 

If adding a Choice Question, enter the choices underneath. To add more choices, click Add Choice. To add an "Other" option with a text box, click Add "Other." To reorder the choices, click the arrows to the left of the choice.

Make the question required, if necessary. Select Yes next to Required.
 
User-added image
 
Click Save.

Or, add an existing question. If you've already added a question for another appointment type, you can copy it over to this appointment type. Click Add Existing Question.

 
User-added image
Then, select the question you want to add.
 
User-added image

Click Add Question. If you make changes to this question or its choices, those changes will be applied to all appointment types with this question added.

Click Save.

3 View your changes in the Appointment Scheduler, if desired. Open an attendee's website. Hover over Attendee Management and, under Manage, click Attendees. Hover over User-added image next to an attendee's name and click View Schedule.

Click Create Appointment. Select the appointment type that you added custom questions to, then scroll down to the Additional Questions section. If a question is required, a red asterisk will appear.

 
User-added image

Click Edit. The custom questions will appear. Add your answer, then choose who will be able to see it. Click Save. The answers will now appear within the appointment request, and you can continue sending the appointment invitation.

4 Report on your attendees' answers. Click on Reporting in the top navigation bar. Click Run next to Appointment Details.

Hover over Data in the top right, then click Change Report Data. The Selection Criteria tab opens by default. Click the neighboring tab, Fields.

The questions will appear under the Appointment Custom Questions section. Click on the plus sign next to the question you want to add to the report, then click Run.


If you'll be referencing this report a lot or adding it to a portal, hover over ...Actions in the top right of the report and click Save As. This will save all of the filters and report settings, making it faster to review the data in the future. To export the info, hover over ...Actions and click Export.
 

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We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

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  • 5
Track and measure even more details about the appointments happening at your events by adding custom questions that hosts will answer prior to sending their invitations.

1 Open the appointment type. Begin by selecting your Appointments event. Hover over Event Details and, under Setup, click Appointment Types.

Click on the appointment type that you want to add custom questions to, then click Edit.

2 Add a custom question. Under the Custom Questions section, click Create Question.

 
User-added image

Determine the question type and display format. Your options include:
  • Text QuestionAllows requesters to type out any general text. Display formats include a text field, comment box, number, currency, decimal, US phone number, or email address.
  • Date & Time Question Allows requesters to enter in a specific date and time. Display formats include both date and time, or date only.
  • Choice Question Allows requesters to select from a list of pre-determined options. Display formats include a single answer list in radio button format, single answer list in dropdown format, or multiple answer list.

Then, add the question. To the left of the question type dropdown, enter the question in the text box.
 
User-added image
 

If adding a Choice Question, enter the choices underneath. To add more choices, click Add Choice. To add an "Other" option with a text box, click Add "Other." To reorder the choices, click the arrows to the left of the choice.

Make the question required, if necessary. Select Yes next to Required.
 
User-added image
 
Click Save.

Or, add an existing question. If you've already added a question for another appointment type, you can copy it over to this appointment type. Click Add Existing Question.

 
User-added image
Then, select the question you want to add.
 
User-added image

Click Add Question. If you make changes to this question or its choices, those changes will be applied to all appointment types with this question added.

Click Save.

3 View your changes in the Appointment Scheduler, if desired. Open an attendee's website. Hover over Attendee Management and, under Manage, click Attendees. Hover over User-added image next to an attendee's name and click View Schedule.

Click Create Appointment. Select the appointment type that you added custom questions to, then scroll down to the Additional Questions section. If a question is required, a red asterisk will appear.

 
User-added image

Click Edit. The custom questions will appear. Add your answer, then choose who will be able to see it. Click Save. The answers will now appear within the appointment request, and you can continue sending the appointment invitation.

4 Report on your attendees' answers. Click on Reporting in the top navigation bar. Click Run next to Appointment Details.

Hover over Data in the top right, then click Change Report Data. The Selection Criteria tab opens by default. Click the neighboring tab, Fields.

The questions will appear under the Appointment Custom Questions section. Click on the plus sign next to the question you want to add to the report, then click Run.


If you'll be referencing this report a lot or adding it to a portal, hover over ...Actions in the top right of the report and click Save As. This will save all of the filters and report settings, making it faster to review the data in the future. To export the info, hover over ...Actions and click Export.
 

Did this article resolve your issue?

Yes
No

What can we do to make this article better?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5
Track and measure even more details about the appointments happening at your events by adding custom questions that hosts will answer prior to sending their invitations.

1 Open the appointment type. Begin by selecting your Appointments event. Hover over Event Details and, under Setup, click Appointment Types.

Click on the appointment type that you want to add custom questions to, then click Edit.

2 Add a custom question. Under the Custom Questions section, click Create Question.

 
User-added image

Determine the question type and display format. Your options include:
  • Text QuestionAllows requesters to type out any general text. Display formats include a text field, comment box, number, currency, decimal, US phone number, or email address.
  • Date & Time Question Allows requesters to enter in a specific date and time. Display formats include both date and time, or date only.
  • Choice Question Allows requesters to select from a list of pre-determined options. Display formats include a single answer list in radio button format, single answer list in dropdown format, or multiple answer list.

Then, add the question. To the left of the question type dropdown, enter the question in the text box.
 
User-added image
 

If adding a Choice Question, enter the choices underneath. To add more choices, click Add Choice. To add an "Other" option with a text box, click Add "Other." To reorder the choices, click the arrows to the left of the choice.

Make the question required, if necessary. Select Yes next to Required.
 
User-added image
 
Click Save.

Or, add an existing question. If you've already added a question for another appointment type, you can copy it over to this appointment type. Click Add Existing Question.

 
User-added image
Then, select the question you want to add.
 
User-added image

Click Add Question. If you make changes to this question or its choices, those changes will be applied to all appointment types with this question added.

Click Save.

3 View your changes in the Appointment Scheduler, if desired. Open an attendee's website. Hover over Attendee Management and, under Manage, click Attendees. Hover over User-added image next to an attendee's name and click View Schedule.

Click Create Appointment. Select the appointment type that you added custom questions to, then scroll down to the Additional Questions section. If a question is required, a red asterisk will appear.

 
User-added image

Click Edit. The custom questions will appear. Add your answer, then choose who will be able to see it. Click Save. The answers will now appear within the appointment request, and you can continue sending the appointment invitation.

4 Report on your attendees' answers. Click on Reporting in the top navigation bar. Click Run next to Appointment Details.

Hover over Data in the top right, then click Change Report Data. The Selection Criteria tab opens by default. Click the neighboring tab, Fields.

The questions will appear under the Appointment Custom Questions section. Click on the plus sign next to the question you want to add to the report, then click Run.


If you'll be referencing this report a lot or adding it to a portal, hover over ...Actions in the top right of the report and click Save As. This will save all of the filters and report settings, making it faster to review the data in the future. To export the info, hover over ...Actions and click Export.
 

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5
Track and measure even more details about the appointments happening at your events by adding custom questions that hosts will answer prior to sending their invitations.

1 Open the appointment type. Begin by selecting your Appointments event. Hover over Event Details and, under Setup, click Appointment Types.

Click on the appointment type that you want to add custom questions to, then click Edit.

2 Add a custom question. Under the Custom Questions section, click Create Question.

 
User-added image

Determine the question type and display format. Your options include:
  • Text QuestionAllows requesters to type out any general text. Display formats include a text field, comment box, number, currency, decimal, US phone number, or email address.
  • Date & Time Question Allows requesters to enter in a specific date and time. Display formats include both date and time, or date only.
  • Choice Question Allows requesters to select from a list of pre-determined options. Display formats include a single answer list in radio button format, single answer list in dropdown format, or multiple answer list.

Then, add the question. To the left of the question type dropdown, enter the question in the text box.
 
User-added image
 

If adding a Choice Question, enter the choices underneath. To add more choices, click Add Choice. To add an "Other" option with a text box, click Add "Other." To reorder the choices, click the arrows to the left of the choice.

Make the question required, if necessary. Select Yes next to Required.
 
User-added image
 
Click Save.

Or, add an existing question. If you've already added a question for another appointment type, you can copy it over to this appointment type. Click Add Existing Question.

 
User-added image
Then, select the question you want to add.
 
User-added image

Click Add Question. If you make changes to this question or its choices, those changes will be applied to all appointment types with this question added.

Click Save.

3 View your changes in the Appointment Scheduler, if desired. Open an attendee's website. Hover over Attendee Management and, under Manage, click Attendees. Hover over User-added image next to an attendee's name and click View Schedule.

Click Create Appointment. Select the appointment type that you added custom questions to, then scroll down to the Additional Questions section. If a question is required, a red asterisk will appear.

 
User-added image

Click Edit. The custom questions will appear. Add your answer, then choose who will be able to see it. Click Save. The answers will now appear within the appointment request, and you can continue sending the appointment invitation.

4 Report on your attendees' answers. Click on Reporting in the top navigation bar. Click Run next to Appointment Details.

Hover over Data in the top right, then click Change Report Data. The Selection Criteria tab opens by default. Click the neighboring tab, Fields.

The questions will appear under the Appointment Custom Questions section. Click on the plus sign next to the question you want to add to the report, then click Run.


If you'll be referencing this report a lot or adding it to a portal, hover over ...Actions in the top right of the report and click Save As. This will save all of the filters and report settings, making it faster to review the data in the future. To export the info, hover over ...Actions and click Export.
 

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5
Track and measure even more details about the appointments happening at your events by adding custom questions that hosts will answer prior to sending their invitations.

1 Open the appointment type. Begin by selecting your Appointments event. Hover over Event Details and, under Setup, click Appointment Types.

Click on the appointment type that you want to add custom questions to, then click Edit.

2 Add a custom question. Under the Custom Questions section, click Create Question.

 
User-added image

Determine the question type and display format. Your options include:
  • Text QuestionAllows requesters to type out any general text. Display formats include a text field, comment box, number, currency, decimal, US phone number, or email address.
  • Date & Time Question Allows requesters to enter in a specific date and time. Display formats include both date and time, or date only.
  • Choice Question Allows requesters to select from a list of pre-determined options. Display formats include a single answer list in radio button format, single answer list in dropdown format, or multiple answer list.

Then, add the question. To the left of the question type dropdown, enter the question in the text box.
 
User-added image
 

If adding a Choice Question, enter the choices underneath. To add more choices, click Add Choice. To add an "Other" option with a text box, click Add "Other." To reorder the choices, click the arrows to the left of the choice.

Make the question required, if necessary. Select Yes next to Required.
 
User-added image
 
Click Save.

Or, add an existing question. If you've already added a question for another appointment type, you can copy it over to this appointment type. Click Add Existing Question.

 
User-added image
Then, select the question you want to add.
 
User-added image

Click Add Question. If you make changes to this question or its choices, those changes will be applied to all appointment types with this question added.

Click Save.

3 View your changes in the Appointment Scheduler, if desired. Open an attendee's website. Hover over Attendee Management and, under Manage, click Attendees. Hover over User-added image next to an attendee's name and click View Schedule.

Click Create Appointment. Select the appointment type that you added custom questions to, then scroll down to the Additional Questions section. If a question is required, a red asterisk will appear.

 
User-added image

Click Edit. The custom questions will appear. Add your answer, then choose who will be able to see it. Click Save. The answers will now appear within the appointment request, and you can continue sending the appointment invitation.

4 Report on your attendees' answers. Click on Reporting in the top navigation bar. Click Run next to Appointment Details.

Hover over Data in the top right, then click Change Report Data. The Selection Criteria tab opens by default. Click the neighboring tab, Fields.

The questions will appear under the Appointment Custom Questions section. Click on the plus sign next to the question you want to add to the report, then click Run.


If you'll be referencing this report a lot or adding it to a portal, hover over ...Actions in the top right of the report and click Save As. This will save all of the filters and report settings, making it faster to review the data in the future. To export the info, hover over ...Actions and click Export.
 

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5
Track and measure even more details about the appointments happening at your events by adding custom questions that hosts will answer prior to sending their invitations.

1 Open the appointment type. Begin by selecting your Appointments event. Hover over Event Details and, under Setup, click Appointment Types.

Click on the appointment type that you want to add custom questions to, then click Edit.

2 Add a custom question. Under the Custom Questions section, click Create Question.

 
User-added image

Determine the question type and display format. Your options include:
  • Text QuestionAllows requesters to type out any general text. Display formats include a text field, comment box, number, currency, decimal, US phone number, or email address.
  • Date & Time Question Allows requesters to enter in a specific date and time. Display formats include both date and time, or date only.
  • Choice Question Allows requesters to select from a list of pre-determined options. Display formats include a single answer list in radio button format, single answer list in dropdown format, or multiple answer list.

Then, add the question. To the left of the question type dropdown, enter the question in the text box.
 
User-added image
 

If adding a Choice Question, enter the choices underneath. To add more choices, click Add Choice. To add an "Other" option with a text box, click Add "Other." To reorder the choices, click the arrows to the left of the choice.

Make the question required, if necessary. Select Yes next to Required.
 
User-added image
 
Click Save.

Or, add an existing question. If you've already added a question for another appointment type, you can copy it over to this appointment type. Click Add Existing Question.

 
User-added image
Then, select the question you want to add.
 
User-added image

Click Add Question. If you make changes to this question or its choices, those changes will be applied to all appointment types with this question added.

Click Save.

3 View your changes in the Appointment Scheduler, if desired. Open an attendee's website. Hover over Attendee Management and, under Manage, click Attendees. Hover over User-added image next to an attendee's name and click View Schedule.

Click Create Appointment. Select the appointment type that you added custom questions to, then scroll down to the Additional Questions section. If a question is required, a red asterisk will appear.

 
User-added image

Click Edit. The custom questions will appear. Add your answer, then choose who will be able to see it. Click Save. The answers will now appear within the appointment request, and you can continue sending the appointment invitation.

4 Report on your attendees' answers. Click on Reporting in the top navigation bar. Click Run next to Appointment Details.

Hover over Data in the top right, then click Change Report Data. The Selection Criteria tab opens by default. Click the neighboring tab, Fields.

The questions will appear under the Appointment Custom Questions section. Click on the plus sign next to the question you want to add to the report, then click Run.


If you'll be referencing this report a lot or adding it to a portal, hover over ...Actions in the top right of the report and click Save As. This will save all of the filters and report settings, making it faster to review the data in the future. To export the info, hover over ...Actions and click Export.
 

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.