How do I add extra questions to my booking process?

Extra questions let you collect information beyond the basics during online booking or on lead forms. Use them for things like customer address, event theme, guest count, or how they heard about you.

Lead forms vs. booking: Lead forms are for inquiries — clients provide basic info and you send a proposal. Online booking is for confirmed bookings — they see pricing upfront and can book immediately. You can show different questions in each place depending on what info you need at that stage.

Adding Extra Questions

ManageBooking EngineExtra Questions
Go to Extra Questions.
Click Add a Question.
Choose from the built-in questions or create a custom one.
Set when to show it — during online booking and proposals, or only for lead forms and internal use.
Choose which packages it applies to (or leave blank for all packages).
Mark as required if clients must answer it.
Click Save.

Built-in Question Types

Check Cherry includes common questions you can enable with one click:

  • Customer Address
  • Business Name
  • Event Type
  • Estimated Guest Count
  • Lead Source (How did you hear about us?)
  • Setup At (Date & Time)
  • Dropoff At (Date & Time)
  • Stair Setup
  • PO Number
  • Setup Location
  • Pickup Location
  • Contact Preferences
  • Estimated Budget

You can also create custom questions with different field types — text fields, dropdowns, radio buttons, checkboxes, or file uploads.

Question Settings

Each question has settings that control when and where it appears:

When to ask: Choose "Collect during online booking and proposals" to show it to clients, or "Only for lead forms or internal use" to keep it for your own tracking.

Package filtering: Show different questions for different services. Ask about guest count for weddings but not for headshots. Ask about setup logistics for photo booths but not for photography.

Start with 2-3 questions beyond the basics. The more you ask, the more likely clients are to abandon the booking process. You can always add more later.

Using Answers in Messages

Each question creates an automated message token you can use to personalize follow-ups. If you ask "What's your event theme?", you get a [whats_your_event_theme] token to use in emails and text messages.

This lets you send personalized messages like "We'll see you on [event_date] for your [event_theme] celebration!" or "Thanks for booking! I'll start preparing ideas for your [estimated_guest_count]-person event."

The token name is generated from your question text. Spaces become underscores, and special characters are removed. You'll see the exact token name when you create the question.

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Last updated March 27, 2026 13:58