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Pre-Fill Public Calendar Booking Forms with Contact Details
Pre-Fill Public Calendar Booking Forms with Contact Details Control the Closed Stage Note Prompt Preview and Merge Duplicate Contacts Without Leaving Your Current View Phone Call Transcription Pricing Update: Now $0.064/Minute Prevent a Workflow from Running on the Same Contact Twice Auto-Fill Estimated Investable Assets from Catchlight Redtail Contact and Task Updates Can Now Sync to LeadCenter New Option: Exclude Production Split from Commission Calculation Direct Integration with Gmail and Google Workspace Replace Linked Custodian Account Pause Event Registration Without Unpublishing the Event Link Multiple Unlinked Accounts at Once Download Notes as PDF Reports New: Notes & Mobile UX Enhancements New: SMS Quick Reply in Text Conversations New: Sync Seminars & Attendees with Zapier New: Claudia AI — Your AI Meeting Assistant Inside LeadCenter New: Dialpad Integration for Calls, Recordings, and Transcriptions New: Amount-Based Commissions for Writing Advisors New: View Multiple Calendars in the Mobile App Appointments with Contacts Without Email New: Google Meet Integration for Appointments New: Associate Contacts with Time Blocks (No Client Notifications) New: Work Week View & Calendar Display Settings New: Household-Level View for Families New: Additional Pipelines for Deals, Projects, and Custom Workflows New: Companies + Deals for B2B Teams New: Sync Orion Insurance Accounts into LeadCenter New: Add Conditional Paths to Your Workflows Add New Contacts with Additional Fields and Copy Records to Spouse New: Internal Subject for Appointments Update Existing Contacts Using CSV New: Capture Calls and Leads from RingCentral and GoTo Connect Automate Follow-Up from Website Forms with Form Submission–Triggered Workflows New: Automate Appointment Workflows with a New Trigger and Wait Node Event Attendee Export Now Includes Address and Tags Build High-Converting Landing Pages with AI — No Coding Required (Beta) Schedule Microsoft Teams Meetings from LeadCenter Cleaner UI with New Peek Icon, Click-to-Call/Email, and Faster Page Loads Redesigned LeadCenter Interface — Simpler, Faster, and Built on Advisors’ Feedback Customize Your Home Page Layout with Widgets Trigger Workflows When Contact Tags Change New Shortcodes Format in Email and Text Templates Manage Your Sales Pipeline with the New Kanban View Record Notes and Messages with AI Speech-to-Text Expected Production Field Added to Sales Pipeline Contacts Push Account Updates to Redtail New: Push Tags & Keywords to Redtail and Tasks & Notes to Wealthbox Set Appointment Reminders by Category Automatic Family Creation & Head of Household Assignment Email Redirects Now Saved to Notes (and No More Duplicate Contacts) Weekly Executive Report by Email New: Enhanced Email Sync Privacy Options New: AI Tools in LeadCenter Sender Signature Shortcode Email Open & Click Notifications Enhanced Calendar View: Smarter Grouping for Synced Appointments Introducing the Servicing Advisor View Send Test Emails with Shortcodes Populated Introducing AI-Powered Follow-Up Emails After Every Zoom Meeting Redirect to a Custom Confirmation Page for Calendars & Events Smarter Workflows, Automated Catchlight Enrichment & More Enhanced Monthly Calendar View: Smarter Grouping and Improved Performance Introducing the "Days in Stage" Filter Across LeadCenter Custom Consent Message for LeadCenter Public Forms Introducing Main and Sleeve Financial Accounts New Notification System in LeadCenter Web & Mobile Apps Introducing LeadCenter University: Your Path to Mastering LeadCenter Upcoming Major Updates to LeadCenter — Coming in the Next Two Weeks! 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What's New

Pre-Fill Public Calendar Booking Forms with Contact Details Control the Closed Stage Note Prompt Preview and Merge Duplicate Contacts Without Leaving Your Current View Phone Call Transcription Pricing Update: Now $0.064/Minute Prevent a Workflow from Running on the Same Contact Twice Auto-Fill Estimated Investable Assets from Catchlight Redtail Contact and Task Updates Can Now Sync to LeadCenter New Option: Exclude Production Split from Commission Calculation Direct Integration with Gmail and Google Workspace Replace Linked Custodian Account Pause Event Registration Without Unpublishing the Event Link Multiple Unlinked Accounts at Once Download Notes as PDF Reports New: Notes & Mobile UX Enhancements New: SMS Quick Reply in Text Conversations New: Sync Seminars & Attendees with Zapier New: Claudia AI — Your AI Meeting Assistant Inside LeadCenter New: Dialpad Integration for Calls, Recordings, and Transcriptions New: Amount-Based Commissions for Writing Advisors New: View Multiple Calendars in the Mobile App Appointments with Contacts Without Email New: Google Meet Integration for Appointments New: Associate Contacts with Time Blocks (No Client Notifications) New: Work Week View & Calendar Display Settings New: Household-Level View for Families New: Additional Pipelines for Deals, Projects, and Custom Workflows New: Companies + Deals for B2B Teams New: Sync Orion Insurance Accounts into LeadCenter New: Add Conditional Paths to Your Workflows Add New Contacts with Additional Fields and Copy Records to Spouse New: Internal Subject for Appointments Update Existing Contacts Using CSV New: Capture Calls and Leads from RingCentral and GoTo Connect Automate Follow-Up from Website Forms with Form Submission–Triggered Workflows New: Automate Appointment Workflows with a New Trigger and Wait Node Event Attendee Export Now Includes Address and Tags Build High-Converting Landing Pages with AI — No Coding Required (Beta) Schedule Microsoft Teams Meetings from LeadCenter Cleaner UI with New Peek Icon, Click-to-Call/Email, and Faster Page Loads Redesigned LeadCenter Interface — Simpler, Faster, and Built on Advisors’ Feedback Customize Your Home Page Layout with Widgets Trigger Workflows When Contact Tags Change New Shortcodes Format in Email and Text Templates Manage Your Sales Pipeline with the New Kanban View Record Notes and Messages with AI Speech-to-Text Expected Production Field Added to Sales Pipeline Contacts Push Account Updates to Redtail New: Push Tags & Keywords to Redtail and Tasks & Notes to Wealthbox Set Appointment Reminders by Category Automatic Family Creation & Head of Household Assignment Email Redirects Now Saved to Notes (and No More Duplicate Contacts) Weekly Executive Report by Email New: Enhanced Email Sync Privacy Options New: AI Tools in LeadCenter Sender Signature Shortcode Email Open & Click Notifications Enhanced Calendar View: Smarter Grouping for Synced Appointments Introducing the Servicing Advisor View Send Test Emails with Shortcodes Populated Introducing AI-Powered Follow-Up Emails After Every Zoom Meeting Redirect to a Custom Confirmation Page for Calendars & Events Smarter Workflows, Automated Catchlight Enrichment & More Enhanced Monthly Calendar View: Smarter Grouping and Improved Performance Introducing the "Days in Stage" Filter Across LeadCenter Custom Consent Message for LeadCenter Public Forms Introducing Main and Sleeve Financial Accounts New Notification System in LeadCenter Web & Mobile Apps Introducing LeadCenter University: Your Path to Mastering LeadCenter Upcoming Major Updates to LeadCenter — Coming in the Next Two Weeks! Daily Digest Emails: Your Day, at a Glance Edit Workflows Without Interruptions Important Update: New Business Verification Required for SMS & Voice Services Improved Side Menu Control LeadCenter Mobile App v1.1: View Schedules for Your Team Members on the Go New Feature: TCPA Compliance Message for Text Messaging Personal Notification Preferences: Get the Right Alerts, Only When You Need Them LeadCenter Mobile App v1.0.9: Manage More on the Go Send Event Invitations in Just a Few Clicks View Catchlight Data Instantly in Sales Pipeline Appointment report to track scheduler performance LeadCenter Mobile App Version 1 Released New: Download Financial Accounts from the Accounts Page Ability to Sort by Name in Contacts and Pipeline Dashboards Custom Fields Now in the Overview Section New: Productivity Report Uploading AUM/Insurance Accounts via CSV Assign Scheduler to Leads Assigning Tasks to Teams Q2 2025: Upcoming Features Your Emails, Calls, and Texts—Now Easier to Manage Than Ever Introducing Marketing Opt-In Filters for Text Messages Introducing "Know Your Client" & New Financial Tracking Fields Effortless Task Management with Recurring Tasks Introducing the New Template Icon Introducing Privacy Controls for Tasks, Notes, Calls, Emails, and Text Messages March 2025: Upcoming Features Introducing Private Appointments in LeadCenter Change Host Calendar for Client Review Reminders Simplify Event Management with BigMarker + LeadCenter Integration Streamlined Team Collaboration with Comments & Mentions Three new reports released Capturing Emails from Secondary Email Addresses Group Calendar Enhancements: Pre-bookable Days & Buffer Time New Tasks Page Design: A Better, More Intuitive Experience Direct Wealthbox Integration – No Zapier Needed! Automate RMD Tracking & Stay Compliant Effortlessly Upcoming Features in February 2025 Smarter Lead Insights—Catchlight Now in LeadCenter! Your Seminars, Your Way—Now with Custom Registration Questions! Automate AUM Production Calculations with LeadCenter LeadCenter Now Seamlessly Integrates with Smarsh Jan 6th 2025 Feature Update Organize Campaigns Directly Under Sources Ready for 2025? Simplify Year-End Planning with Executive Reports Introducing Event Roster & Name Tags for Seamless Event Management LeadCenter.AI Achieves SOC 2 Type 2 Certification! Most Americans Don’t Answer Calls From Unknown Numbers. How to solve this issue! Simplify Client Data Collection with LeadCenter’s Secure Financial Questionnaire Reports migration to Google BigQuery Bulk Update Across All Contacts is Now Available! Extra Security to Protect Your LeadCenter Account Rapid Lead Response New Workflow Enhancement: Introducing Delay Step Take Your Event Management to the Next Level Increase Productivity and Save Time with LeadCenter Peek Unlock Your Advisory Firm's Full Automation with Workflows New Subject Lines for Appointment System Email Notifications Click-to-Call and Measuring Scheduler Performance Email Marketing Campaigns Announcement Click-To-Call Solution Announcement Multiple writing Advisors Per Account Integrated Email Marketing with SendGrid Stay Compliant with Automated Client Review Reminders by Email and SMS AI Meeting Prep That Gets You Ready Before Every Appointment

Pre-Fill Public Calendar Booking Forms with Contact Details

03/24/2026

You can now make calendar booking links more convenient for clients and leads by passing contact details into the URL. When those details are added to the link, the booking form can be pre-filled automatically to reduce friction and speed up scheduling.

What’s New

  • Pre-fill booking forms with personalized links — Add a contact’s name, email, and phone number to a public calendar link so those details can appear in the booking form.
  • Reduce extra steps during scheduling — Help people move from interest to appointment faster without re-entering information they already shared.

How It Works

When you add supported contact details to a public calendar link, those values can appear automatically in the booking form as the person moves through scheduling.

Public calendar booking form with name, email, and phone fields pre-filled
Example of a public booking form with contact details pre-filled from a personalized calendar link.

For setup steps and supported parameters, read the calendar booking prefill parameters help article.

This works well for personalized follow-up emails, landing page handoffs, and workflow-driven booking links where the contact’s information is already known.

  • Name, email, and phone details can be passed into the link for a smoother booking experience.
  • Works across public booking flows, including single-calendar and multi-calendar pages.
  • Other tracking parameters can still be used, so marketing attribution workflows remain intact.

Why It Matters

  • Improve the booking experience — Make scheduling feel faster and more seamless for people already in your follow-up flow.
  • Support better conversion paths — Reduce form friction on landing pages, campaign follow-ups, and automated workflows.
  • Give advisors more flexibility — Use personalized calendar links in the places where timing and convenience matter most.

Questions? support@leadcenter.ai

Need more help?

If you can’t find the answers you’re looking for, our support specialists are available to answer your questions and troubleshoot if necessary.

  • Phone Call (888) 291-7116. Our main hours are Monday to Friday 7 am-5 pm Central Time.
  • Support Ticket Send your questions and inquiries via email to support@leadcenter.ai. A support ticket will be created and one of our team members will get back to you as quickly as possible.