What information is collected when someone books an appointment?

When someone books an appointment through your public Calendar Hub link, the following information is collected:

Required fields:

• Your Name - The person booking the appointment
• Your Organization Name - Their company or organization, up to 50 characters. It is not asked when the booking comes from a Reservation Request Form; their own name is used instead.
• Email Address - For sending the confirmation, and for reaching them if the appointment is later moved or canceled

Optional fields:

• Phone - For contact purposes
• Notes - Any additional information or context for the meeting
• Text reminders - Offered only when your account can send texts; if they switch it on, their phone number is kept with the consent wording they agreed to
• Your event type's questions - Any questions you added to the event type, which you can make required; the answers are saved on the appointment and added as a note on the constituent record

What happens with this data:

• A constituent record is created in your Argenta database with their name, email address and phone. If they already have a record with a matching name and email address or phone, that record is used instead, and nothing on it is changed
• The information is included in appointment notification emails
• You can view and access contact details from the appointment or constituent record