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

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

Understanding 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 Calendar you wish to edit.
2. Select the Booking Form tab.
3. Click the + Add Questions pane in the top left.
4. Click or Drag & drop the desired Questions from the pane into the form.
5. Select the Question you want to save to a Global field.
6. Use the Field Mapping dropdown in the right toolbar to map the hidden field to an existing Global field.
7. Click 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 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. Within OnceHubyou have 2 options for how to pre-fill Booking Calendars for your guests:

• 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.

Please take a look at our Pre-filling Guest Information in Your Booking Calendar article for a detailed guide.