Questions, payments and reminders

Get what you need before the call, get paid when people book, and cut no-shows with reminders. These settings live on the event type.

Ask questions when people bookCopy Anchor Link

Every booking already asks for Name and Email.

1. Open the event type from Scheduling › Event Types.
2. On Booking form, under More questions, choose an intake form.
3. Check the preview of the questions, then select Save.

You're done when a test booking shows the answers on the appointment.

Build and edit forms in CRM › Forms. An inactive form doesn't show until you turn it on. Keep questions short; long questionnaires work better after the call.

Take payment when people bookCopy Anchor Link

1. Connect an online payment provider such as Stripe. See Payment integrations.
2. Open the event type and go to Event details.
3. Turn on Paid, then enter the Price and Currency.
4. Select Save.

You're done when a test booking takes you to checkout, and the appointment shows as paid after you pay. Test with your own card first; see Before you share anything.

While a client pays, their time is held for up to 30 minutes. In Scheduling › Appointments, paid bookings show Awaiting payment until the payment goes through, or Payment failed if it doesn't. Clients can't cancel or move a paid booking themselves; they're asked to contact you.

If a booking is cancelled before its payment goes through, for example because checkout timed out, and the payment comes through later anyway, Agiled refunds it automatically. The appointment shows the refund, or tells you if Stripe couldn't complete it so you can refund the client from your Stripe dashboard.

Send reminders and follow-upsCopy Anchor Link

1. Open the event type and go to Notifications.
2. Under Reminders, select Add reminder and choose when, such as 1 day or 1 hour before.
3. Under Follow-ups, select Add follow-up to email after the meeting, such as a thank-you 2 hours later.
4. Select Save.

You're done when a test appointment's Emails card lists the reminders you set.

Good to knowCopy Anchor Link

• Reminders use the appointment's timezone.
• If a workflow already sends a similar email, the client may get two. Check your workflows first.
• Write the event name and description so clients know what they're paying for.

RelatedCopy Anchor Link

• Create an event type
• Manage appointments