The Invitee questions (also known as Event custom fields) are the questions that will be displayed on your scheduler form, for your leads to answer before they are able to schedule a call.
Custom Invitee questions are actually secondary questions on your form, that you can customize, and that will appear only once the lead fills out the primary questions, such as phone number or email and name.
Business and Enterprise subscription plan users will have additional menu for storing and tracking of all Invitee questions as Event custom fields in Tracking menu.
This additional menu provides you the full overview of all created invitee questions, that will help you to avoid creating duplicates, and as end result, keep your stats accurate.
Invitee Questions Fields overview
Unlike other object tabs that show system and custom fields together, this tab focuses exclusively on the questions your prospects answer when booking appointments.
Each invitee question displays additional context through the columns, such as:
"Used In"
shows which specific events currently include that question.
Type
displays the field format (Short text, Single Select, Multiple Select, etc.).
Identifier
unique keyword used for integrations, pre-population, and API connections (e.g., {{call.fieldname}}).
Created at
The date when the custom field was originally created.
Use count
Shows how many times the field has been populated with data across all records.
This visibility helps you understand field dependencies before making changes and lets you edit questions that are actively collecting lead data. You can also edit or merge existing questions and update their field type, name or identifier.
Important Notes
Tracking → Custom fields is accessible to Super Admin and Sales Manager roles by default.
Also, kindly note that there's no "delete custom field" option, since it's important to keep all of your historical data intact. Merging duplicates solves all potentially duplicated entries, while keeping all data in place.
Available field formats
Available field formats
Visual overview of all field types in scheduler form
Short text
good for short text entries, such as "Your current position in the company"
Long text
excellent for capturing detailed information from the lead, such as "Describe your current sales process" - up to 1500 characters
Multi-select
for answers with multiple selected options you've created for a lead to select, for example "What do you expect to improve with our service - select all that applies", with up to 20 answers in a single question.
Single-select
for single options to be selected, according to the predefined options set, such as "Company size", with up to 20 answers in a single question.
Date and time
for date/time entries, such as "Select year of birth"
Number
for collecting information that you need in numbering format. For example "Enter your current net revenue"
URL
for website or social network account information. For example "Company website"
Pro tips
Every of these form field types will have additional option, to create an event custom field Identifier.
This Identifier is basically a custom parameter, that you can use to pre-populate custom fields from your opt in page or any other form on your webpage (learn more on how to pre-populate invitee questions here).
Actions Available
How to create an Invitee custom question?
Navigate to
Tracking → Invitee Questions Fields and click on the "New Question" button
New window will open from which you can select Field format type
Once you select it, add Field name
How to edit an Invitee custom question?
Navigate to
Tracking → Invitee Questions Fields and locate the question you'd like to edit
click on the "Pencil" button on the far right of your screen
New window will open from which you can edit
Field name
Field options name or to hide them
Once you're done with editing, you'd need to confirm you're agreeing to changes that will affect all events the custom question has been added to
"I agree that this change will be applied to each event where this custom filed is being used."
As soon as the confirmation checkbox is marked, you'll be able to finish editing by clicking on the "Edit field" button
How to include already created custom questions into event Invitee questions form?
Navigate to
AI Scheduler → Events and choose between:Editing an existing event, by clicking on it to open Event Builder or
Creating new event from scratch
In case you choose this option, you'd need to complete Event Details and Host details first, before being able to access Invitee Questions section.
Select Invitee Questions section
Click on "Add new question" button
Select question field format first
Click on the Question box for already created Custom questions to appear
Kindly note that available custom questions for selection will appear according to the question field format selected (see step #4)
Select previously created questions and add by clicking on the "Add question" button
Once you're done, check out how your form looks by clicking on the "View booking page" button on top.
Learn More