Help Center

Custom Fields Add-on

Before your customers set up their appointment, you may want to know some general information, ask specific questions, or require more personal details.

In the default Bookly configuration, your customers are required to provide minimum data, such as name, phone number, and email address.

Custom fields add-on allows you to create as many items as you need. Choose from the different types of questions, make them required or optional, and add them to the Details step of the booking process. When your clients book a service, they’ll see custom fields to be filled out before the booking confirmation. When the client completes the booking, all reservation details will be added to your Bookly Calendar. This info can also be added to the email notifications for both your staff members and customers by adding the {custom_fields} shortcode to the email body. Please note that the {custom_fields} shortcode is only available for single notifications.

custom-fields-frontend.png

Setup and configuration

1. Purchase, download and activate add-on in Plugins.

2. In Bookly menu > Appearance > Details tab, make sure that the box next to the ‘Show custom fields’ option is checked.

3. You will see a Custom fields tab in the left sidebar menu in Bookly menu. To add a custom field, select the type* of it, press + button and enter the question.

custom-fields-backend-02.png

All custom fields can be rearranged just as you need by dragging the sandwich icon. Extra fields will appear on the Details step of the booking process, just below the personal info fields.

4. If you select the custom field to be a Required field, your clients won’t be able to complete the booking before they answer your questions.

5. If you’ve enabled the Bind fields to services option, you’ll be able to create service specific custom fields. It means that you can ask for different info depending on the service the client is booking. See the drop-down list next to the created custom field and mark the checkbox for relevant services.

6. In order not to show repetitive custom fields at the Details step (for example, when customers book multiple instances of the service), you can enable the feature of merging them into one field.

 

*Custom fields types

  • Text field can be filled in by the customer.
  • Text area – an element of the booking form interface, which you can place above or below the fields that customers will have to fill out (or choose an option from).
  • Text content will be displayed as simple text.
  • Checkbox Group – customers will be able to choose several options within a group of choices.
  • Radio Button Group is a list of elements with only one possible choice.
  • Drop Down – customers will be able to choose one answer from the list.
  • Captcha is used to determine whether a user is a human, or not.

 

Try this demo (both front-end and back-end version) to get a better understanding of how the Custom Fields Add-on works.

Custom Fields add-on is available for purchase here.

See this video tutorial to learn how to add custom fields to your booking form.

Watch this video to discover the main Bookly settings and features.

 

If you wish you can join a community of translators who help us in Bookly localization. Join translation of Bookly and help us become closer and speak with you in your native language. Read more here.

 

RELATED

Files Add-on – upload attachments right in your booking form.

Customer List – manage all the data that you get from customers.

 

 

Have more questions? Submit a request

19 Comments

  • Avatar
    Jamie Smith

    Does this add-on add the ability to use the {custom_fields} in the calendar? Furthermore, does it allow for specific fields to be displayed on the calendar?
    For example, if I had a field for Name of dog, would I be able to display the output of that field in the calendar?

    Thanks

  • Avatar
    Product Team

    Hi Jamie, you can use the {custom_fields} code in email notifications and appointment template for the calendar. Currently, there's no option to return unique custom fields, in case you use the code - all custom fields will be returned.

    Edited by Product Team
  • Avatar
    Jamie Smith

    Can I use the custom fields shortcode on google calendar? It says available codes are {service_name}, {staff_name} and {client_names} but I'm interested in adding the custom fields output to my google calendar.

    Thanks again.

  • Avatar
    Product Team

    These codes are available only for the title (of the event). Custom fields will be displayed in the event's description of the synchronized event.

    Edited by Product Team
  • Avatar
    Michael

    Do you need the custom add-on to actually remove the default Bookly configuration, that customers are required to provide minimum data, such as name, phone number, and email address.?

  • Avatar
    Product Team

    Hi Michael, these fields are not custom fields. The name and email address fields are always mandatory, the phone field can be set to be optional in the appearance menu.

  • Avatar
    Kristy Jones

    Is it possible to add other fields to the event's description on a synced google calendar? For instance, I would like to add {booking_number} and {staff_name} to the google calendar event description in addition to the custom fields.

  • Avatar
    Support Team

    Hi Kristy, currently these fields can't be added to google calendar's event description.

  • Avatar
    Kees van Loon

    Hello,

    If we use this add-on and a client books an appointment today, he will be able to enter the (required) extra fields. These info (extra fields) can be send in email and sms notifications, right?

    What happens if this same client books for example the next month a new appointment: will he be able to add these (same) extra fields again (because in our configuration) it will be appointment related extra info.
    Is the info auto updated in the client profile and will the update info be send out in the email/sms notifications?

  • Avatar
    Support Team

    Hi Kees,

    1) Yes, you can send custom fields in notifications, by adding the {custom_fields} code to the templates.

    2) Customer will fill in every time custom fields, when they book a new appointments, they are "associated" with each booked appointment.

  • Avatar
    Kees van Loon

    Hello,

    2) Does this mean that the extra information (added by Custum Fields add-on) every time will overwrite the (previous) data stored in earlier bookings by the same booker/client?

  • Avatar
    Support Team

    Hi Kees,

    The stored data for custom fields will be saved independently for each booked appointment in part.

  • Avatar
    Simon

    Hi, are there any updates to this whereby you can specify which custom fields appear in the confirmation email?

  • Avatar
    Support Team

    Hi Simon, this feature is not available at the moment.

  • Avatar
    William Siebler

    Is it possible to bind field to locations? I have certain costumes that are stored in certain locations. I'd like to be able to give the person only the costumes available in their chosen area.

  • Avatar
    Support Team

    Hi Will, currently this functionality is not supported.

  • Avatar
    Martin

    This feature was included in the version of Bookly I bought. Now it is taken out and I have to pay for it again. Just like the ability to pay via iDEAL. Not very nice. Are more unpleasant surprises coming up?

  • Avatar
    Mila

    How can i change language?
    I use Custom Field, but how can i change "Required" text (appears when the user does not enter the data) into another language?
    Thanks

  • Avatar
    lucasfitzpatrick

    Is it possible to put a request in for this add-on that we can choose which custom field we want to sue and not have then all added in automatically?

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