Drop Funnel

I’ve been messing around with GoHighLevel for a while now, and one thing that’s made my life way easier is adding custom questions to my calendar bookings. Instead of just getting a name and email when someone books a call, I can ask stuff like, “What’s your biggest business headache?” or “Got any food allergies?” (if I’m hosting a lunch meeting). It’s like having a mini-interview before the meeting even starts. If you’re using GoHighLevel and want to level up your calendar, here’s my down-and-dirty guide to adding custom form fields, based on what’s working in 2025.

Why It’s Worth the Trouble

Before I get into the steps, let me tell you why I love this feature. It’s not just about being nosy—it actually saves you work and makes you look pro. Here’s what it does for me:

• Cuts Out Back-and-Forth: I get all the info I need upfront, so I’m not emailing “Hey, can you clarify this?” ten times.
• Spots Good Leads: I ask a question or two to figure out if someone’s serious or just kicking tires.
• Makes It Personal: Knowing their answers lets me tailor my approach, like sending a follow-up that hits their specific needs.
• Kicks Off Automations: I can set up GoHighLevel to do stuff automatically based on what they say, like texting them a reminder.
• Keeps Me Legal: If I need consent for something (like GDPR in Europe), I can add a checkbox to cover my butt.

For example, I helped a buddy who’s a life coach set up a form asking, “What’s one goal you’re stuck on?” It helps him prep for calls and makes clients feel like he’s already in their corner. Whether you’re selling services, coaching, or running a gym, this trick’s a game-changer.

How to Do It, Step by Step

Alright, let’s roll up our sleeves and get this done. I’m walking you through exactly what I do in GoHighLevel to add custom questions to my calendar. It’s not rocket science, but there are a couple of spots where you might trip up if you’re not paying attention.

Step 1: Whip Up a Form

1. Find the Forms Spot: Log into your GoHighLevel account (the sub-account, not the main one). On the left, click Sites, then Forms. It’s tucked in there like a secret menu item.
2. Start Fresh: Click the Create New Form button at the top. Give it a name you’ll remember, like “Booking Questions” or “Client Scoop.” I name mine after the calendar’s purpose so I don’t mix ‘em up.
3. Toss in Basic Stuff: On the right, you’ll see a list of ready-made fields like Name, Email, and Phone. Drag over whatever you need. I usually stick with Name and Email to keep it simple.
4. Make Your Own Questions:
   • Click the Custom Fields tab in the form builder.
   • Hit Add Field to create something new. You can pick from:
     • Text: For quick answers (like “What’s your biz about?”) or longer ones (like “Tell me your story”).
     • Dropdown: For picking one option, like “What’s your budget: Low, Medium, High?”
     • Checkbox: Perfect for “Yes, I agree” or “No, I don’t want spam.”
     • File Upload: If you want them to send a doc or photo (works for PDFs, JPGs, you name it).
     • Date/Time: If you need to know when they’re free next.
   • Name the field something obvious, like “Main Goal” or “Pet’s Name” (if you’re a vet). GoHighLevel might ask for a key to track it in the CRM, but you can usually skip that and let it do its thing.
   • If it’s a dropdown or checkbox, type in the options. For a tutoring biz, I’d put “Math, Science, English” or whatever.
   • Save the field, and it’ll pop up in the builder. You can use it again for other forms, which is handy.
5. Make It Pretty: There’s a Styles tab where you can mess with colors and fonts. I match mine to my website’s vibe—blue buttons, white background, nothing fancy.
6. Lock It In: Hit Save when you’re done. If your form’s empty, it won’t work, so make sure you’ve got at least one field.

Little Trick: If you’re somewhere with strict privacy laws, throw in a checkbox like “I’m okay with you keeping my info.” I learned that the hard way after a client asked about GDPR.

Step 2: Hook It to Your Calendar

1. Jump to Calendars: In the left menu, go to Settings, then Calendars. Pick the calendar you want to use or make a new one if you’re starting fresh.
2. Tweak the Settings: Click the calendar’s name to open its options. Look for a dropdown that says Form or Custom Form—it’s usually near the top.
3. Pick Your Form: Choose the one you just made. If it’s not showing, go back and make sure you saved it in Forms. Sometimes I have to refresh the page to get it to appear, which is annoying but no biggie.
4. Save It: Click Save to tie the form to your calendar. If you change the form later, it updates here too, but don’t delete fields if they’re part of automations, or you’ll break something.

Step 3: Give It a Test Drive

1. Try Booking: Grab the calendar’s link (it’s in the settings) or check it on your website to see how it flows.
2. Check the Order: The form shows up after someone picks a time. They choose a slot, then answer your questions to lock it in. It’s smooth when it works right.
3. Make Sure It Saves: After your test booking, go to Contacts, find the test person, and peek at Additional Info to see if your answers landed. I’ve had times where I forgot to map a field, and it was like, “Where’s my data?!”

Watch Out: If nothing’s saving, check that your fields are linked to the CRM in the Form Builder. It’s an easy fix but a pain if you miss it.

Step 4: Jazz It Up

• Match the Look: In Calendar Settings, play with the widget’s colors so it doesn’t clash with your form. I go for a bold button color to make it stand out.
• Add Some Magic: Set up automations to do cool stuff. Like, if someone says they’re interested in “SEO Services,” I have GoHighLevel send them an SEO guide. Check Automations > Workflows to set this up.
• Keep Tabs on Answers: Go to Sites > Forms > Submissions to see what people are saying. I’ve hooked mine to Google Sheets with Zapier for when I’m feeling extra organized.

What to Do If It Goes Wonky

• Form Not Showing? Double-check it’s saved and has fields. Refresh the calendar page if it’s being stubborn.
• Ghost Fields? If old fields you deleted are still haunting you, go to Settings > Custom Fields and nuke them for good. Just don’t accidentally wipe something you need elsewhere.
• Data Vanishing? Make sure your fields are mapped to contacts or opportunities in the Form Builder. I’ve missed this and cursed at my screen more than once.

My Go-To Tips

• Keep It Short: Don’t scare people off with a 20-question quiz. I stick to 3-4 fields tops.
• Be Clear: Ask stuff like “What’s holding you back?” not “Enter data here.” Nobody likes vague.
• Test Like Crazy: Book a slot yourself to make sure it’s smooth. I learned this after a client got stuck once.
• Automate the Good Stuff: Use answers to send emails or texts that feel like you wrote them personally.
• Don’t Get Sued: If you’re asking for sensitive info, add a consent box and check your local rules.

Bonus Ideas to Play With

When your form’s live, you can do some fun extras:

• Stick It on Your Site: Grab the calendar’s embed code from Settings > Calendars > Calendar Code and pop it on your website or funnel.
• Get Fancy with Messages: Use form answers in emails, like “Yo {Name}, stoked for our {Service} call!” Look at Settings > Custom Values for the codes.
• Spy on Trends: Check the Analyze tab in Forms to see what people are picking and tweak your questions.

That’s It!

Adding custom questions to your GoHighLevel calendar is like giving it a brain upgrade. It’s saved me hours of admin work and made my clients think I’m some kind of mind-reader. Whether you’re filtering leads, prepping for calls, or just staying organized, this trick’s got your back. So, fire up GoHighLevel, build that form, and watch your bookings get smarter.

If you hit a snag, the GoHighLevel Support Portal’s got your back, or you can hunt down YouTube videos for a visual. Drop me a line if you try it out—I’m curious how it works for you! Happy booking!