How can you require phone numbers on Calendly? In today’s fast-paced business world, scheduling meetings and appointments has become more efficient with the help of online scheduling tools like Calendly. However, ensuring that participants have provided their phone numbers is crucial for effective communication and follow-up. This article will guide you through the steps to require phone numbers on Calendly, ensuring a seamless and organized scheduling process.
Calendly is a user-friendly scheduling platform that allows individuals and businesses to easily book meetings and appointments. It integrates with various calendar applications, making it convenient for users to schedule events without the hassle of back-and-forth emails. However, the ability to require phone numbers on Calendly can be a valuable feature for those who need to verify participants or ensure effective communication.
To require phone numbers on Calendly, follow these simple steps:
1. Log in to your Calendly account and navigate to the event type you want to customize. Click on the event name to open the event settings.
2. In the event settings, scroll down to the “Customize invite” section. Here, you will find options to add custom questions or information that participants must provide before scheduling an event.
3. Click on the “Add custom question” button and select “Text” as the question type. Enter the question “Phone Number” in the provided field.
4. Customize the question by adding any additional instructions or information you’d like participants to know. For example, you can mention that providing a phone number is mandatory for the event.
5. Save the changes and return to the event settings. You can now see the custom question “Phone Number” listed under the “Customize invite” section.
6. To make the phone number question mandatory, check the “Required” box next to the question. This will ensure that participants must provide their phone number before they can schedule the event.
7. Save the event settings and test the new requirement by scheduling an event. You will see that the “Phone Number” question is now mandatory, and participants will not be able to proceed without entering their phone number.
By requiring phone numbers on Calendly, you can improve communication and ensure that participants are reachable for any follow-up or additional information. This feature is particularly useful for events that require confirmation calls, such as training sessions, workshops, or client consultations.
In addition to requiring phone numbers, you can also consider other customization options on Calendly to enhance your scheduling process. These include setting event reminders, enabling time zone detection, and customizing event titles and descriptions.
In conclusion, requiring phone numbers on Calendly is a straightforward process that can greatly benefit your scheduling needs. By following these simple steps, you can ensure that participants provide their contact information, leading to a more organized and efficient event planning experience.
