Service questions, ask before they arrive

Collect customer information before appointments with custom questions

Service Questions

Collect important information from customers during the online booking process with custom service questions.

What Are Service Questions?

Service questions let you gather specific information from customers before their appointment. Unlike full consultation forms, these are simple, targeted questions that appear during the booking flow.

Use cases:

  • Hair services: "What is your current hair color?"
  • Nail services: "Do you have any nail allergies?"
  • Massage: "Do you have any injuries we should be aware of?"
  • Consultations: "Briefly describe your goals"

Question Types

Text Input

Short free-text answers (single line).

  • Example: "What is your hair type?"
  • Supports min/max character limits

Text Area

Longer free-text answers (multiple lines).

  • Example: "Please describe your desired look"
  • Great for detailed descriptions

Yes/No

Simple boolean questions with Yes/No buttons.

  • Example: "Have you had this service before?"
  • Quick and easy for customers

Single Choice

Select one option from a list.

  • Example: "Preferred appointment time?"
    • Morning
    • Afternoon
    • Evening

Multiple Choice

Select multiple options from a list.

  • Example: "What areas would you like treated?"
    • Face
    • Neck
    • Arms
    • Back

Number

Numeric input with optional min/max validation.

  • Example: "How many weeks since your last appointment?"
  • Can set minimum and maximum values

Date

Date picker for date-related questions.

  • Example: "When did you last color your hair?"

Setting Up Questions

Step 1: Open Service Editor

  1. Go to Services
  2. Click on a service to edit
  3. Navigate to the Questions tab

Step 2: Add a Question

  1. Click Add Question
  2. Fill in the question details:
    • Question text (required)
    • Question type (required)
    • Options (for choice types)
    • Placeholder (optional hint text)
    • Help text (optional guidance)
    • Required toggle

Step 3: Configure Validation

Depending on the question type:

  • Text/Textarea: Set min/max character limits
  • Number: Set min/max values
  • Choices: Add your options

Step 4: Reorder Questions

Drag and drop questions to change their order. Questions appear in this order during booking.

Step 5: Save

Click Save to activate your questions.

Managing Questions

Edit a Question

Click the edit icon on any question to modify it.

Delete a Question

Click the delete icon and confirm deletion.

Activate/Deactivate

Toggle the active status to temporarily hide a question without deleting it.

How Customers See Questions

When a customer books a service with questions:

  1. After selecting the service and time slot
  2. Before confirming the booking
  3. A "Questions" step appears in the booking flow
  4. Required questions must be answered
  5. Answers are stored with the appointment

Viewing Answers

Customer answers can be viewed:

  • In the appointment details
  • On the customer profile
  • When preparing for the appointment

Best Practices

  1. Keep it short - Only ask essential questions
  2. Be specific - Clear questions get better answers
  3. Use appropriate types - Yes/No for simple questions, text for detailed ones
  4. Set sensible validation - Reasonable limits help customers
  5. Make only essential questions required - Don't overwhelm customers
  6. Review regularly - Update questions as your services evolve

Tips by Service Type

Hair Services

  • Current hair color/length
  • Previous chemical treatments
  • Reference images (link in text)
  • Allergies or sensitivities

Nail Services

  • Preferred nail shape
  • Allergies (acrylics, gel)
  • Special requests

Massage/Spa

  • Areas to focus on
  • Areas to avoid
  • Injuries or conditions
  • Pressure preference

Beauty/Facial

  • Skin type
  • Current skincare routine
  • Product sensitivities
  • Problem areas

Use case scenarios

Scenario 1: Color allergy screening

Hair color service has a "Have you had an allergic reaction to color?" yes/no question. If yes, a follow-up text field "Describe the reaction" appears. Customer answers, stylist sees before the appointment.

Scenario 2: Massage focus areas

60-min massage has "Which areas would you like the masseur to focus on?" multi-choice (Back, Neck, Shoulders, Legs). Customer picks her priorities, masseur sees and tailors.

Scenario 3: Nail style preference

Manicure with "What nail shape do you prefer?" single-choice (Square, Round, Oval, Almond, Coffin). Customer picks, manicurist already knows the style.

Scenario 4: Reference images

Color service has "Do you have a reference image?" with URL field. Customer pastes a Pinterest link, stylist views before the appointment.

Tips

  • Keep questions short: 3-5 max. More than that, customers abandon.
  • Required only for safety-critical: allergies, medical conditions. Nice-to-haves stay optional.
  • Review answers before the appointment: defeats the purpose if you don't read.
  • Update as services evolve: a question that made sense 2 years ago may be obsolete now.
#questions#intake#forms#booking#customer information
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