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Custom data in client’s profile (Customer Information Add-on)

If you want to extend a customer profile with additional data about the client, Customer Information Add-on will give you this option. Create various types of custom fields with different questions and collect the required info right in the Customers section in Bookly.

customer-information-03.png

See this video to learn how to add custom data to the client’s profile.

Setup and configuration

1. Purchase, download and activate Customer Information Add-on in Plugins.

2. In Bookly menu > Appearance > Details tab, make sure that the box next to the ‘Show customer information’ option is checked. This way, customer information fields will be displayed in your booking form.

3. You’ll see a Customer Information 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.

customer-information-01.png

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

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.

4. All info the client inputs in custom fields will be stored in Customers section in Bookly.

customer-information-02.png

 

*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.

 

Get the Customer Information Add-on here.

 

Try this demo (both front-end and back-end versions) to get a better understanding of how the Customer Information add-on works.

 

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 Groups Add-on – organize your customer list into specific groups.

Have more questions? Submit a request

7 Comments

  • Avatar
    Houndz Around

    Can this information be included with the Email notifications? I know Extra fields can, but I can't see the options for this.

  • Avatar
    Support Team

    Hi, currently, there's no option to return this information to email notification.

  • Avatar
    Cyphas

    Based on @Houndz Around question, I think this should have been in the initial rollout. I am sure you know this would have been expected or asked of users of the plugin -add-o. If it is information asked for in the form then that information is essential as well in email notifications. A bit of common sense here wouldnt you agree?

  • Avatar
    Cyphas

    How could you make styling of this form easily without coding and css? It seems like the more added custom fields. spacing is bigger instead of neat and tidy

  • Avatar
    Support Team

    Hi Cyphas, these options are not available at the moment! Though, thanks for your feedback, please add these details as a new record to our feature request forum: https://support.booking-wp-plugin.com/hc/en-us/community/topics/200189331-Feature-Requests
    The forum is where we track requests for new capabilities, and our product development depends directly on the number of votes each request receives.

  • Avatar
    TastyBytes

    If a customer fills in a required form in the booking (a Waiver of Indemnity), do they have to fill that in every time they book in future - or is it possible for it be saved in the Customer Profile and not required again?

  • Avatar
    Support Team

    Hi, it will be saved in the customer's profile, though if you don't want to customers to fill it in every time, customers will need to be logged in with their WP user accounts.

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