Collect valuable data with configurable booking forms
Make every meeting count with our scheduling tool. Gather and analyze useful information about your booker, their habits, and their expectations.
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Gather important info before every meeting
Use your booking form to gather vital data, such as contact details, how customers found you, and what they want to discuss.
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Ask relevant questions
Show up to every meeting fully prepared. Take control over booking form questions to ask for information crucial to your success.
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Structure your booking form
Set questions as optional or required and rearrange them as you see fit. Group questions into clusters and include instructions for more in-depth queries. Automatically add important info such as meeting start time, duration, and end time.
Our calendar scheduling tool offers a ton of flexibility
Completely customize and style your booking form to suit you and your customers.
Multiple-choice
Pick between dropdown lists, checkboxes, and radio buttons. Let the booker select one or multiple options.Short answer
Ask for quick bits of information such as a booker’s name and company.Long answer
Designed for more detailed questions. Use it to ask bookers what they want to discuss or if they have any questions.Email and Phone number
Ask for your booker's email address and phone number so that you can send notifications about the booking. The phone number field will detect a booker’s location to ensure they use the proper format and comes in handy for sending SMS notifications.Passthrough
Prepopulate certain fields so the booker doesn’t have to do it themselves. This can include name and email. Booking from your CRM? Prefill as much info as you can to speed up the booking process.Hidden
Similar to passthrough questions but with the added bonus of being hidden from the booking form. Gain insights by automatically gathering info such as where the booker was referred from. Based on the answers you receive, use the data to trigger certain actions in your workflow.Automatically customize notifications
YCBM’s online scheduling tool lets you instantly personalize all messages without sacrificing a ton of time. Assign a shorthand code to each question in your booking form to automatically pull up the correct data in your confirmation, reminder, and follow-up messages.
Export your data for analysis
View, manage, and export your booking data into a CSV file. Every meeting provides valuable information that you can use to improve the services you offer.
Instantly send information to your CRM
Through YCBM’s integration with Zapier, all information can be directly passed into your CRM or marketing platform to further automate your workflow.
Collect payments before you meet
Your services are valuable. Make sure you get paid for them by integrating Stripe. Simply set your rate and receive payment before each booking is confirmed.
Create your perfect confirmation page
Redirect customers to your website
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