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Smart CRM User Guide
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Brand your booking page and add questions

On this page

Yes to both — under Bookings → Settings.

Branding your booking page

On the Branding tab you can:

  • Upload a logo (PNG/JPEG, up to 2MB) that shows at the top of your public booking page.
  • Set a primary colour (hex) used for buttons and highlights.
  • Add a header/intro text shown to customers.

Save, and your public booking link (/book/<your-subdomain>) shows your branding. If you set nothing, the page keeps its default look.

Your public booking URL is fixed to /book/<your-subdomain> (your account's subdomain) — it's shown read-only under Bookings → Settings → Booking Page with a Copy URL button. It isn't editable; just copy it and share it. The page only goes live once Booking Page Active is turned on.

Custom questions

On the Questions tab you can add general intake questions — asked on every booking, whatever service the customer picks:

  • Question types: short text, dropdown (with your own options), and checkbox.
  • Mark any question required — the customer can't complete the booking without answering it.

You can also add questions for a single service — set those on the service itself under Bookings → Settings → Services (Edit a service → "Questions for this service"). A customer booking that service answers your general questions plus that service's own questions.

The answers are saved on the booking, so you have the info before the meeting.

Good to know

  • Both are optional — a page with no branding or questions works exactly as before.
  • Required questions are enforced on submit (a customer can't skip them, even by fiddling with the page).
  • Answers appear on the booking record alongside the customer's details.