Mapping Booking Calendar Questions to Global Fields [New]

In this guide, you will learn how to efficiently map questions in your Booking Calendar to save data in OnceHub's Global fields, as well as pre-fill your Booking Calendar with guest information using booking links. 

For information on creating Contact Fields, please take a look at our Fields Library article.


Understanding Global Field Types

When mapping questions in your Booking Calendar, it's crucial to determine whether the data should be stored in a Meeting field or a Contact field. Here's how they differ and when to use each:

Meeting Fields

Use Meeting Fields for information that is unique to a specific meeting, such as:

  • Details about the purpose or context of the meeting.
  • Mapping data to Salesforce Event and Case fields.
  • Mapping data to Hubspot Meeting fields.

Contact Fields

Use Contact Fields for information that identifies or describes the individual, such as:

  • Personal details, like name and email.
  • Mapping data to Salesforce Contact or Lead fields.
  • Mapping data to Hubspot Contact fields.

How to Map a Question to a Global Field

Each Booking Calendar allows you to configure which Questions will be saved into a Global field using the following steps:

  1. Open the Booking Form Tab of the Booking Calendar.
  2. Select the Question you want to save to a Global field.
  3. Select the field you want to map to using the Field Mapping dropdown in the pane on the right.
  4. Click on Save.

Once completed, the responses to the mapped questions will be automatically saved in OnceHub and can be included in integrations with tools like Salesforce, Hubspot, or Zapier.


Pre-filling Information in Your Booking Calendar

After mapping your questions to Global fields, you can create customized booking links to pre-fill your guests' details. Pre-filled booking forms save time and reduce errors by avoiding the need for manual data entry. Here’s how to set this up:

Enabling Personalization and Tracking

  1. Click on Booking Calendars in the lefthand navigation menu.
  2. Click on Share next to the Booking calendar you want get a link for.
  3. Check Personalization and Tracking in the popup.

Adding Tracking (Optional)

Under UTM parameters you can add your various UTMs that you use for tracking.

Configuring your pre-fill options

Under Booking Form URL Parameters you have 2 options for how you would like to pre-fill the booking form:

  • For a specific guest: Manually enter guest information into the booking link. Use this option if you already have the guest details available.
  • Via third party tool: Toggle on placeholders for specific fields in the booking link. Then, use a mail merge or similar feature in your third-party tool (e.g., a CRM or email platform) to dynamically insert guest details.

Finalizing the Link:

  • Once you have configured the parameters, click Copy & Close to generate and copy your pre-filled booking link.

You can now use this personalized link in emails, campaigns, or other communication channels to streamline the booking process for your guests.

Was this article helpful?
Thank you for your feedback!
back to top