You can obtain information from guests during scheduling.
The default questions are the following four items.
会社名(Company Name) (Optional)
名前(Name) (Required)
メールアドレス(Email Address) (Required)
コメント(Comment) (Optional)
If you wish to obtain additional information than the above, or if you wish to change the Optional/Required question item status, you can Add, Edit, or Delete questions.
* The "Name" item and "Email Address" item are required for sending emails such as schedule confirmation notifications, so it is not possible to change them to optional fields.
Configure this in the "Guest Question Settings" section within the "Advanced settings" on the Schedule Adjustment Calendar Create/Edit page.
This feature is available in the Premium plan.
When a guest answers with an email address, it must be input in single-byte alphanumeric characters in the username@domain
format.
If you enter other than single-byte alphanumeric characters or a different input format, "The email address format is incorrect" error message will appear when you click the "Complete Booking" button.
Although it is difficult to distinguish visually, please note that double-byte at sign "@" etc. will also result in an error.
How to Add, Edit, or Delete Question Items
In the "Guest Question Settings" section, you can set various question items to suit users' purposes.
To add a new question item, select the desired response format in the "Add" tab and enter the "Question title" in the "Edit" tab.
If necessary, you can display input notes etc. to guests by entering them in the "Supplementary Information" field.
You can also rearrange items by dragging and dropping them.
Additionally, you can edit the default questions.
For example, when asking guests to enter their Department Name, you can edit the default "Company Name" field and set the "Question title" to "Company Name/Department Name" as a Required field.
If you don't need an item, you can delete it using the red delete button below each item.
Function of the Add button
Text
You can set up the answer items in text format.
It can be used to ask for short answers.
Text(multi-line)
You can set up the answer items in text format.
It can be used to ask for a long answer.
Checkbox(multiple answers)
You can set up the answer items in checkbox format.
You can provide multiple answers to a question, which can be used to get more than one answer from the user.
Radio button
You can set up the answer items in button format.
It can be used when you want users to narrow down their answers to a single answer, as they only have to choose one from multiple options.
Select menu
You can set up the answer items in pull-down format.
It can be used when you want people to select an answer from a pull-down menu item.
Upload file
You can upload PDF (.pdf), Excel (.xls,.xlsx), Word (.doc,.docx), Text (.txt), PowerPoint (.ppt,.pptx), and Image (.jpg,.png) file formats.
This can be used when you want your guests to send you materials or other information at the same time as the schedule adjustment.
The file size limit is 10 MB per file, and you can upload up to two files (up to two Upload file items).
Security will automatically check uploaded files for viruses.
To check your uploaded files, please follow the instructions below.
Dashboard > Calendars > Bookings
Dashboard > Calendars > Bookings > CSV Export
Google Sheets integration
Webhook(API)
Mail for Participants/Notification email addresses
Salesforce integration
Form Post
Date
You can set up the answer items in the form of a year-month-date.
It can be used when you want people to enter their date of birth, expected date of introduction, etc.
Selecting a date from the calendar will be reflected in the format yyyy-mm-dd
.
Manual input or input from a source other than the calendar is not allowed.
Number
You can set up the answer items in the form of single-byte numeric values.
It can be used when you want people to enter phone numbers, numeric IDs, etc.
If you enter any number other than single-byte numbers, "Only half-width numbers without hyphens can be entered" error message will be displayed when you click the "Complete Booking" button.
Please note that double-byte numbers, hyphens, etc. will also result in errors.