Hey there! Want to make scheduling meetings smoother for your clients? Let's explore how you can pre-fill booking fields in Neetocal using URL parameters. By adding URL parameters to your meeting link, you can automatically fill in details like name and emails for your customers.
Let's see how this can be done. Select the meeting link and copy it. And paste it in a new tab. Now, this is a standard meeting link. Let's say we want to pre-fill the name of our customer, John. All you need to do is add a question mark at the end of the URL followed by the URL parameter name equals to, the name of the customer, which in this case is John.
If you want to provide the last name as well, you can simply add %20 to indicate a space in the URL, followed by the last name. Now, let’s see this meeting link in action. On clicking enter, the booking page will open up, and we can start the booking process. If I select a date and then the time, we can see that the name "John Doe" is automatically filled out.
To make it more convenient for John, let’s pre-fill the email as well. To add an additional parameter, simply add the ampersand symbol followed by the parameter email= [email protected]. Following the same steps as before, let’s open up the booking page. And continue with the booking process. As you can see the email field is also pre-filled.
It doesn't end here with just the name and email. You can also pre-fill your custom questions.
Let's see how. In your meeting link, navigate to the configure tab and click on questions. Here, you’ll see the list of questions asked on the booking page. Name and email are the default questions we already pre-filled, but we can always add more.
Let’s say I want to add a new question about what industry the customer is a part of. To create the question, I'll click the "Add Question" button and set the question type as a dropdown. Let’s name it "Industry" and set the options as "Tech" and "Medicine." Once that’s set up, if we click on advanced properties, we can see that the field code for this question is dropdown. By default, Neetocal provides unique field codes for each question, but you can customize it as long as it is unique. For this question, I’ll leave the field code as dropdown and save changes.
Now, you can use this field code as the URL parameter to pre-fill this question "Industry". In the meeting link, we can add the ampersand followed by the field code, dropdown as the URL Parameter and let’s set it to "Medicine," since I know that John works in that field. Once I open up this meeting link, And continue with my booking by selecting the date and time, we can see that the industry is pre-filled to the value we set in our URL.
And that’s how you can pre-fill booking fields in Neetocal using URL parameters. Hope this helps!