Custom Questions

Questions customers answer in the widget — not the same as CRM custom fields.

Open Questions in the Setup section of the sidebar (the page title is Custom Questions). These appear in the booking widget. They are not the same as Custom Fields, which live on the customer record in the CRM.

Custom Questions with a Gate code short-text question, answer types, and + Add a question to this form — Questions

Open Questions

Click Questions in the Setup section of the sidebar.

Click + Add Question

Use + Add Question in the header, or + Add a question to this form on the dashed row.

Choose a type

Short text, Long text, Number, Dropdown, Multi-select, Yes / No, or Date. For Dropdown and Multi-select, click + Add option.

Target services

Assign the question to all services or only selected ones. Mark it required if the customer must answer.

Save

Save the list. A success message reads “Questions saved successfully”.

Tip: You can also attach questions while editing a service. The Questions page is the place to manage the full list.

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