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 in your meeting link, you can automatically fill in details like names and emails for your clients.
Let's see how this can be done. Let's select the meeting link, and copy the link. Now this is the standard meeting link, and let's say we want to pre-fill the name of our customer Oliver. All you have to do is add a ? at the end of your link, followed by the URL parameter "name", equals to, The name of your customer.
Now if you want to provide first name and last name, you can simply add %20 to indicate a space in the URL.
Now let's see this meeting link in action, When I open the link, and start the booking process. You can see that the name field is automatically filled out.
To make it more convenient for Oliver, let's pre-fill the email as well. To add an additional parameter, simply add ampersand, followed by the URL parameter email, equals to, the email of you customer.
Following the same steps as below, let's copy the link, and move on with the booking.
As you can see the email field is also pre-filled.
It doesn't end with the name and email, you can also pre-fill your custom questions.
Let's see how this is done. Select your meeting link, and navigate to the configure tab, and click on Questions. Here you'll see the list of of questions asked in the booking page. Name and email are the default questions for which we had 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 a question I'll click "Add question", I'll set the question type as dropdown, and fill in Technology, Medicine as the industries.
If i click advance properties, we can see the field code "dropdown" for this question. By default NeetoCal provides unique field codes for each questions, but you can always customize it provided that it is unique. For this question, I'll leave the field code as it is and You can use this field code as the URL parameter to pre-fill this question.
So know in the meeting link, we can add the & followed by, the field code dropdown as the URL parameter, Let's set it to Medicine, since I know Oliver works in Medicine.
Once i copy this link and paste it, and continue with the booking flow by selecting the date and time. We can see that the Industry question is pre-filled to the value we had set in our URL