Agiled Docs

Use advanced event type settings when booking should collect payment, ask extra questions, send reminders, or create follow-up work.

Add a Questionnaire

Select a form when visitors should answer questions before booking. Use forms for details such as project goals, phone number, preferred contact method, company size, or preparation notes.

Keep questions short. Long forms can reduce bookings.

Ask only for information the host needs before the meeting. If the answer is needed later in CRM or a project, confirm the form mapping or appointment detail captures it where the team will review it.

Question Quality Checklist

Before adding required questions, confirm:

the host needs the answer before the meeting
the field label is clear to visitors
select options are complete and not overlapping
sensitive information is not requested unnecessarily
the answer is visible where the team will review the booking

Add Payment

Turn on Paid when visitors must pay to book. Enter the price and currency. Make sure payment integrations are configured before sharing a paid booking link.

Use paid booking only when payment is required before the meeting is confirmed. For consult calls, deposits, paid sessions, or workshops, write the event title and description so the visitor understands what they are buying.

Before sharing a paid event type, open the public booking page in a private window and complete a test booking with the payment mode you expect customers to use. Confirm that the appointment is created, the payment is visible in Agiled, and the provider dashboard shows the same transaction.

If payment fails during a booking, compare appointment state, payment state, and provider transaction state before manually creating another appointment.

If payment is required to confirm attendance, do not treat an unpaid appointment as ready until the payment and appointment states agree. Review both records before contacting the customer.

Add Reminders

Use reminder offsets to notify attendees before the meeting. Common reminders are 15 minutes, 30 minutes, 1 hour, or 1 day before the appointment.

Test reminder timing with an internal event before relying on it for customers. Reminders should match the event type, timezone, and communication expectations.

Add Follow-Ups

Use follow-up offsets for messages or internal follow-up after a booking. Choose timing that matches the customer journey.

Use follow-ups for next steps that should happen after the appointment, such as review notes, CRM updates, project creation, or a thank-you message. Avoid duplicate follow-ups when workflows already create similar tasks.

Check existing workflows before adding event-type follow-ups. Two systems creating the same task or message can make the booking look broken even when each automation works by itself.

Add Automation

Automation settings can create related work after booking, such as CRM activity, tasks, projects, or time entries when those options are enabled for the event type.

Keep automation small at first. Start with the one follow-up action the team needs immediately after booking, then add more after the booking, payment, and calendar flow has been tested. If the automation creates tasks or records, book one internal test appointment and verify the created records before sending the link to customers.

Advanced Event Type Checklist

Before sharing:

test required questions and answer visibility
confirm payment amount, currency, and provider mode
book one internal appointment
verify reminder and follow-up timing
check created tasks, CRM records, or projects
compare payment, appointment, and provider dashboard states

Event Type Payments and Questions