How can we help you?

Scheduler Intake Questions and Time Off

Collect the details you need before an appointment, and block out time when you are closed or working different hours. Both are managed from the scheduler settings, through Moshky, the Velaro CLI, or the Velaro MCP tools.

Intake questions

Intake questions are asked while a customer books a service. Each service has its own list, so a haircut can ask about style preferences while a consultation asks about goals. Customers' answers appear on the booking and in the confirmation email, so your team has them before the appointment starts.

Each question has a label, an answer type, an optional list of choices, a required flag, a display order, and an active switch. Turn a question off to hide it without losing it.

Answer types

Choose the type that fits the answer you want:

  • Short text for a single line such as a name or order number.
  • Long text for a longer explanation.
  • Choice list for a fixed set of options. Add the options when you create the question.
  • Checkbox for a yes or no confirmation.

Mark a question as required when the booking cannot go ahead without an answer.

Time off and special hours

Time off blocks bookings for a date range, such as a holiday or a team retreat. Special hours replace the normal opening hours for a date range, such as a late opening on a busy week.

Each entry has a start date, an end date that is included, and a reason. Apply it to one team member or resource, or leave the resource empty to apply it to the whole business. For special hours, add the start and end time for those days.

Ask Moshky

Ask Moshky to list, add, change or remove intake questions and time off. For example: "Add a required question about allergies to the massage service" or "Close the whole business December 24 to 26".

Moshky always shows you the change first and only saves it after you confirm. Every change is recorded, and Moshky can undo a recent change if you ask.

Command line and MCP

The Velaro CLI has velaro scheduler intake and velaro scheduler time-off with list, get, create, update and delete actions. The same actions are available to AI assistants through the Velaro MCP tools whose names start with scheduler_intake_question and scheduler_date_override.

Share: Email

Was this article helpful?