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How to pre-fill client details on the scheduler

Pre-fill client name, email, phone, and custom fields on the scheduling form using URL parameters like first_name, email, phone, and cf_ custom field params.

Written by Felix Livni

Schedulista lets you pass client data to the Scheduler via URL parameters. When a visitor opens your scheduling link with these parameters, the contact details form will be pre-filled for them.

The following parameters are accepted:

  • first_name

  • last_name

  • email

  • phone

  • location

All parameters are optional. Parameters must be URL-encoded.

Example:

If you open the link above and go through the scheduler, you will see that all the client fields are pre-filled.


Custom fields

If your scheduling form includes custom fields, you can pre-fill those too. Take the field's name, lowercase it, replace spaces with underscores, and add a cf_ prefix.

For example, a custom field named "Favorite Music" becomes cf_favorite_music:

For dropdown, radio button, and checkbox fields, the value is matched to one of the field's options (checkboxes accept values such as true/false or yes/no). Text and text-area fields are pre-filled exactly as given.


These parameters also work with the embedded scheduling widget. For details, see Widget Deep Links.

keywords: prefill, pre-fill, client data, custom field, custom fields, cf_, URL parameters, query string, first_name, last_name, email, phone, location, autofill, form, embed, widget

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