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Question

Appointment Templates

  • February 20, 2024
  • 1 reply
  • 293 views
C

I want to view and customize the template that will be used when a client requests an appointment. I do not see where I go to say what questions or information, I would like collected or added to the appointment. Where do I locate the template, my clients will see when requesting time? Help!!

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1 reply

Kelsi
  • Kelsi
  • CalPal Emeritus
  • February 20, 2024

Hey there @Cynthia56818 - great questions! Firstly, check out our New User Guide - it’ll def prove helpful as you get used to the platform! This will also provide resources for what you are asking, here.

What you need to do is “edit” your “event type.” Read about doing that here. Watch this short walkthrough I created for you below, then try it out yourself! 

Kelsi - Calendly Community
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