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Question

Gathering emails through scheduler

  • April 3, 2025
  • 1 reply
  • 11 views

Peter Panopoulos

Hi everyone!

Is it possible to obtain client email address as a necessary field as well as phone number when they are scheduling a 15 minute consultation with me using the scheduler?

I have only been having them send a phone number, but would like to begin collecting email addresses.

Thanks so much!

 

Peter

1 reply

Alicia Bauer
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@Peter Panopoulos 

Great question—if you're wanting to require both an email address and a phone number when someone schedules a 15-minute consultation, you’ll need to embed your scheduler into a Lead Form rather than using the standalone scheduler link.

Here’s how you can do it:

  1. Go to Tools > Lead Forms.

  2. Create a new form or edit an existing one.

  3. Drag and drop the Scheduler block into your Lead Form.

  4. Customize the form by adding required fields like Phone Number and Email.

  5. Be sure to mark each field as Required.

  6. Share the Lead Form link instead of the basic scheduler link.

🧠 This gives you full control over the information you collect before someone can book time with you!

See if this help doc gives you the information you are looking for.