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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.

Bookly 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.

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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.

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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.

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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.

All info entered by your clients in custom fields in the booking form is available in the Appointments section (press + for non-widescreen monitors).

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You can edit this info if necessary. Click Edit to see the booking details, then click on the customer’s name and make the changes. Click Apply and then Save.

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*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.

 

 

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