Forms on Booking Links

Forms on booking links let you collect additional information from candidates while they are scheduling an interview. This is useful when your team needs details that are not already captured in the candidate profile, application, or scheduling request.

What Are Forms On Booking Links?

A form is a set of questions that can be shown to a candidate during the booking process.

When a form is added to a booking link:

• The candidate can complete the form while choosing or submitting interview availability.

• The response is saved with the candidate's scheduling request.

• Your team can review the submission after the candidate completes the booking flow.

• The form does not change the interview availability shown to the candidate.

Forms help keep candidate-provided details connected to the scheduling workflow, instead of collecting them separately by email or notes.

When To Use A Form

Forms work well when you need structured information before an interview, such as:

• Preferred pronouns or name pronunciation.

• Accessibility or accommodation requests.

• Portfolio, work sample, or preparation links.

• Location, travel, or onsite visit details.

• Confirmation that the candidate has read instructions before booking.

• Any role-specific question your team asks during scheduling.

Avoid using forms for information that should already be managed in your ATS, private internal notes, or sensitive fields that your team does not need for scheduling.

Creating A Form

To create a form:

1. Navigate to Templates & Libraries > Forms

2. Create a new form.

3. Add a clear form title.

4. Add the questions candidates should answer.

5. Save the form.

Adding A Form To A Booking Link

After the form is created, attach it to the scheduling setup that powers the booking link.

1. Open the booking link you want to update by navigating to Profile > My Booking Links.

2. Find the form form selector in the booking link settings.

3. Select the form candidates should complete.

4. Save the scheduling setup.

5. Send or refresh the booking link as usual.

Candidate Experience

When a candidate opens a booking link with a form attached, they complete the form as part of the booking flow. They can then submit their availability or selected interview time, depending on the type of booking link.

Reviewing Form Submissions

After a candidate submits the booking flow, the form response is saved with the scheduling request and candidate. Your team can review the submission from the relevant form submissions area or the scheduling request details, depending on your workspace setup.

If the candidate submits the form again for the same scheduling request, the latest response may update the existing submission.

Editing Or Removing A Form

You can update the questions on a form when your process changes. Before editing a form that is already in use, consider whether candidates have already received links that include it.

Removing a form from a booking link setup stops it from being included on new scheduling requests created from that setup. It does not remove form responses that were already submitted.

Best Practices

• Keep forms short so candidates can finish booking quickly.

• Ask only for information your team will actually use.

• Use clear question labels and help text.

• Avoid collecting sensitive information unless your team has a defined process for handling it.

• Test the booking link before sending it to candidates.

• Review form submissions before the interview if the answers affect scheduling or preparation.

Frequently Asked Questions

Can I use the same form on multiple booking links?

Yes. A form can be reused across multiple booking link or scheduling setups when the same questions apply.

Will a form change available interview times?

No. The form collects information from the candidate, but available times are still based on the scheduling setup and calendar availability.

Can candidates submit a booking link without a form?

Yes, if no form is attached to that booking link or scheduling request.

Where are responses saved?

Responses are saved as form submissions and connected to the candidate and scheduling request when available.

What happens if I edit a form after candidates already received a link?

The booking link uses the form connected to the scheduling request or setup. If candidates already received a link, review the request before making changes so you know which form they will see.

Can I remove a submitted response?

Form submissions are part of the candidate's scheduling history. If a response needs to be removed or corrected, contact your Candidate.fyi admin or support team.