Translations:Client Fields Custom Feature/4/en
From SimplyBook.me
Please note! When you enable Client Fields custom feature Client Login will be enabled as well.
- How to use
- 1. Enable Client Fields Custom Feature on the Custom Features page.
- 2. Go to its settings by clicking on Manage link.
- 3. Here you will see default client login registration fields. You can click on any of them to rename if needed.
- Press + button to create a new form.
- 4. In the field Question title write the question you want your clients to answer.
- 5. Choose the field type:
- digits only - allows entering only numbers. Useful when you need to know the age, height or any other information that will require only digits.
- single line - usually used for short answers
- multiple lines - use this type of filed if you expect lengthy explanations from your clients
- checkbox - creates a checkbox that clients should either check or leave unchecked.
- dropdown selection - creates a drop-down list with the ability to choose only 1 option. In order to create this field, you will need to create a list of values in the section "Dropdown options and default option". Also you can select the Default value that will be assigned if nothing is chosen from the list.
- date - creates date selection option with calendar.
- custom HTML - allows to add visual dividers or additional text near the client field. Cannot be used for client input.
- 6. Make it rather obligatory or not with the help of Should this field be optional switcher.
- Include to invoices if you would like its title and client response to be reflected there.
- Save the form when you are done.
- 7. You can also re-order all the forms to your taste by using the arrows on the left-side block or by setting the position in the form editing mode on the right side.
- 8. If you want to include client form information to email templates, find the client forms variables and add them to templates in Settings -> Email and SMS settings.
- (Or use Flexible Notifications feature for customized templates per service and/or provider)
- 9. The clients will then be able to fill in their replies during sign up on the booking site and edit their data in client profiles.
- 10. From your admin page you will be able to view and edit the clients' replies in Manage -> Clients -> Edit for the corresponding client.
- and export answers to Excel file in Reports -> Clients -> Export to excel.
- Or in Manage -> Clients -> Export to Excel.
- Or together with booking information in Reports -> Booking details -> Export to Excel.