Ask only what changes the booking or first session
Use this step for details that affect whether someone should book, what session they need, or how you prepare. If the answer does not change the flow, it probably does not belong before booking.
Place the form before the calendar commitment
Attach the form to the booking flow or send it as the required first step before you share the calendar link. That keeps you from chasing missing information after someone already expects the slot to be theirs.
- Keep the form short enough that it does not slow the whole flow
- Use required fields only for genuinely necessary questions
Test the exact handoff
Run through the real journey in a clean browser session: submit the intake, check what happens next, and confirm the answers are easy to find before the first session happens.
Take action
Open the relevant setting or workflow next
The article covers the why and the sequence. Use the link below to jump into the part of the product that matches this workflow.
Open Forms