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 PRO 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 fields 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} code to the email body. Note that the {custom_fields} code is only available for single notifications.

Setup and configuration

1. Purchase, download and activate the Bookly Custom Fields (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 the Custom Fields section in the left sidebar menu in Bookly menu. To add a custom field, select the type of it, press + button and enter your content.

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.

You can define a certain option as a default selection for Radio Button Group, Checkbox Group, and Drop Down types of custom fields.

Information that you enter in the description field will be viewable to your customers on the front end.

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. To avoid duplicates of 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.

The option Merge repeating custom fields for multiple bookings of the service works for the same services. If a customer books the same service two times, the custom fields will be merged. If a customer books two or more different services, the custom fields will be repeated for each service.

7. You can create internal custom fields that are visible in the backend only. If you want to hide some custom field, click on the ‘eye’ icon to toggle its visibility.

Conditional custom fields

You can set a condition for displaying a specific custom field only when a certain value is selected (or isn't selected) in another custom field. Currently, you can add a condition only to Checkbox Group, Radio Button Group or Dropdown types of custom fields in the If statement.

For example, you want to display a text field for entering the promo code only if customers confirm (select ‘Yes’) they have one.

Create two types of custom fields.

Then click the Conditions tab and set Show > Enter your promo code below. This information will be added to the appointment details and you'll get a discount at the time of visit. if Do You Have a Promo Code? in Yes.

All info entered by your clients in the custom fields is available in the Appointments section (press + for non-widescreen monitors) and on your calendar entry if you use {custom_fields} code in your record template (Settings > Calendar).

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

In Email Notifications and on your calendar record template, you can use separate codes for each custom field. Copy the code next to the custom field type and insert it in the email notification or calendar entry.

Types of custom fields

• 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.
• Numeric Field – allows to create a field for entering numeric values. Use limit values option lets you set min and max values of a range.
• Date Field – allows to create a field for date selection. Use limit values option lets you set min and max values of a range.
• Time Field – allows to create a field for time selection. Use limit values option lets you set min and max values of a range.
• 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.

Bookly Custom Fields (Add-on) is available for purchase here.

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

DEMO VIDEO TUTORIALS MAIN BOOKLY SETTINGS FAQ ADD-ONS

RELATED

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

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

GOOD TO KNOW

[Bookly Blog] What’s the difference between Custom Fields (Add-on) & Customer Information (Add-on)