Client Fields Custom Feature - Revision history

Admin at 14:57, 30 January 2026

2026-01-30T14:57:39Z

← Older revision		Revision as of 14:57, 30 January 2026
Line 4:		Line 4:
	<translate>		<translate>
	<!--T:5-->		<!--T:5-->
	\|description=~~Add custom fields to collect specific client information. Personalize the booking process for your business. Enable it today!,,HIGH,Exclamation spam,"~~Collect fixed client info at signup: spouse name, birth date. Create custom fields: text, dropdowns, checkboxes, date pickers, file uploads for registration.		\|description=Collect fixed client info at signup: spouse name, birth date. Create custom fields: text, dropdowns, checkboxes, date pickers, file uploads for registration.
	</translate>		</translate>
	\|titlemode=append		\|titlemode=append

Admin at 13:53, 30 January 2026

2026-01-30T13:53:48Z

← Older revision		Revision as of 13:53, 30 January 2026
Line 4:		Line 4:
	<translate>		<translate>
	<!--T:5-->		<!--T:5-->
	\|description=Add custom fields to ~~gather~~ specific client information ~~during booking~~. Personalize the ~~experience~~. Enable ~~this feature now~~!		\|description=Add custom fields to collect specific client information. Personalize the booking process for your business. Enable it today!,,HIGH,Exclamation spam,"Collect fixed client info at signup: spouse name, birth date. Create custom fields: text, dropdowns, checkboxes, date pickers, file uploads for registration.
	</translate>		</translate>
	\|titlemode=append		\|titlemode=append

Admin: Marked this version for translation

2025-01-08T15:55:48Z

Marked this version for translation

← Older revision		Revision as of 15:55, 8 January 2025
Line 3:		Line 3:
	\|title=Client Fields - SimplyBook.me		\|title=Client Fields - SimplyBook.me
	<translate>		<translate>
			<!--T:5-->
	\|description=Add custom fields to gather specific client information during booking. Personalize the experience. Enable this feature now!		\|description=Add custom fields to gather specific client information during booking. Personalize the experience. Enable this feature now!
	</translate>		</translate>

Admin at 15:55, 8 January 2025

2025-01-08T15:55:44Z

← Older revision		Revision as of 15:55, 8 January 2025
Line 1:		Line 1:
	<languages/>		<languages/>
	~~<translate>~~
	~~</translate>~~
	{{#seo:		{{#seo:
	\|title=Client Fields - SimplyBook.me		\|title=Client Fields - SimplyBook.me
			<translate>
	\|description=Add custom fields to gather specific client information during booking. Personalize the experience. Enable this feature now!		\|description=Add custom fields to gather specific client information during booking. Personalize the experience. Enable this feature now!
			</translate>
	\|titlemode=append		\|titlemode=append
	\|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, plugins, custom features, additional functionality, client fields, client forms, client info, client details, client information, additional information		\|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, plugins, custom features, additional functionality, client fields, client forms, client info, client details, client information, additional information

Admin at 16:03, 6 December 2024

2024-12-06T16:03:51Z

← Older revision		Revision as of 16:03, 6 December 2024
Line 3:		Line 3:
	</translate>		</translate>
	{{#seo:		{{#seo:
	\|title=~~Custom Features~~ - SimplyBook.me		\|title=Client Fields - SimplyBook.me
			\|description=Add custom fields to gather specific client information during booking. Personalize the experience. Enable this feature now!
	\|titlemode=append		\|titlemode=append
	\|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, plugins, custom features, additional functionality, client fields, client forms, client info, client details, client information, additional information		\|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, plugins, custom features, additional functionality, client fields, client forms, client info, client details, client information, additional information

Admin at 10:16, 22 August 2024

2024-08-22T10:16:07Z

← Older revision		Revision as of 10:16, 22 August 2024
Line 25:		Line 25:
	;How to use		;How to use
	:1. Enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Client Fields</span> Custom Feature on the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Features</span> page.		:1. Enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Client Fields</span> Custom Feature on the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Features</span> page.
	[[File:Client ~~fields~~ enable path.png\|border\|center]]		[[File:Client fiedls enable path redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/e/e3/Client_fiedls_enable_path_redesigned.png]]
	<br><br>		<br><br>
	:2. Go to its settings by clicking on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> link.		:2. Go to its settings by clicking on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> link.
	[[File:Client fields settings path.png\|border\|center]]		[[File:Client fields settings path redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/1/1d/Client_fields_settings_path_redesigned.png]]
	<br><br>		<br><br>
	:3. Here you will see default client login registration fields. You can click on any of them to rename if needed.		:3. Here you will see default client login registration fields. You can click on any of them to rename if needed.
	:Press <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">+</span> button to create a new form.		:Press <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">+</span> button to create a new form.
	[[File:~~Create client form new~~.png\|border\|center]]		[[File:Client field create redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/e/e6/Client_field_create_redesigned.png]]
	<br><br>		<br><br>
	:4. In the field <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Question title</span> write the question you want your clients to answer.		:4. In the field <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Question title</span> write the question you want your clients to answer.
Line 44:		Line 44:
	:'''date''' - creates date selection option with calendar.		:'''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.		:'''custom HTML''' - allows to add visual dividers or additional text near the client field. Cannot be used for client input.
	[[File:Client fields ~~options new~~.png\|1200px\|border\|center]]		:'''file uploader - Google Drive''' - available if [[File Uploader - Google Drive custom feature]] is enabled. Allows file upload that you will be able to see in the dedicated folder on your Google Drive.
			[[File:Client fields types redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/4/4f/Client_fields_types_redesigned.png]]
	<br><br>		<br><br>
	:6. Make it rather <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">obligatory or not</span> with the help of <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Should this field be optional</span> switcher.<br>		:6. Make it rather <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">obligatory or not</span> with the help of <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Should this field be optional</span> switcher.<br>
Line 51:		Line 52:
	<br><br>		<br><br>
	: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.		: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.
	[[File:~~Reorder client~~ fields.png\|border\|center]]		[[File:Client fields reorder redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/a/aa/Client_fields_reorder_redesigned.png]]
	<br><br>		<br><br>
	:8. If you want to include client form information to email templates, find the client forms <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">variables</span> and add them to templates in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Email and SMS settings.</span><br>		:8. If you want to include client form information to email templates, find the client forms <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">variables</span> and add them to templates in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Email and SMS settings.</span><br>
	:(Or use <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Flexible_Notifications_custom_feature\|Flexible Notifications]]</span> feature for customized templates per service and/or provider)		:(Or use <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Flexible_Notifications_custom_feature\|Flexible Notifications]]</span> feature for customized templates per service and/or provider)
	[[File:~~Client~~ fields ~~emails variables~~.png\|border\|center]]		[[File:Add client fields to notifications.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/b/be/Add_client_fields_to_notifications.png]]
	<br><br>		<br><br>
	:9. The clients will then be able to fill in their replies during <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">sign up</span> on the booking site and edit their data in client profiles.		:9. The clients will then be able to fill in their replies during <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">sign up</span> on the booking site and edit their data in client profiles.
Line 63:		Line 64:
	<br><br>		<br><br>
	:10. From your admin page you will be able to view and edit the clients' replies in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Clients</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Edit</span> for the corresponding client.		:10. From your admin page you will be able to view and edit the clients' replies in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Clients</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Edit</span> for the corresponding client.
	[[File:~~Client~~ fields ~~admin side edit~~.png\|border\|center]]		[[File:View and edit client fields per client redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/7/79/View_and_edit_client_fields_per_client_redesigned.png]]
	<br><br>		<br><br>
	:and export answers to Excel file in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Clients</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Export to excel.</span>		:and export answers to Excel file in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Clients</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Export to excel.</span>
	[[File:~~Client fields admin side~~ export.png\|border\|center]]		[[File:Clients report export path redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/a/ae/Clients_report_export_path_redesigned.png]]
	:Or in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Clients</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Export to Excel.</span><br>		:Or in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Clients</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Export to Excel.</span><br>
	:Or together with booking information in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Booking details</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Export to Excel.</span>		:Or together with booking information in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Booking details</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Export to Excel.</span>

Admin: Marked this version for translation

2024-02-05T13:52:29Z

Marked this version for translation

← Older revision		Revision as of 13:52, 5 February 2024
Line 9:		Line 9:
	<translate>		<translate>

			<!--T:1-->
	<br><br>		<br><br>

			<!--T:2-->
	[[File:Client field icon.png\|left]]<br>		[[File:Client field icon.png\|left]]<br>


			<!--T:3-->
	Get information from clients upon sign up that relates to the client. An example of such information could be, "Name of spouse", or "Date of Birth" since this is fixed information and would generally not change between bookings.		Get information from clients upon sign up that relates to the client. An example of such information could be, "Name of spouse", or "Date of Birth" since this is fixed information and would generally not change between bookings.
	<br><br><br><br>		<br><br><br><br>

			<!--T:4-->
	<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' When you enable Client Fields custom feature <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Client_Login_custom_feature\|Client Login]]</span> will be enabled as well.</span>		<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' When you enable Client Fields custom feature <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Client_Login_custom_feature\|Client Login]]</span> will be enabled as well.</span>
	<br><br><br><br>		<br><br><br><br>

Admin: Prepared the page for translation

2024-02-05T13:52:17Z

Prepared the page for translation

← Older revision		Revision as of 13:52, 5 February 2024
Line 1:		Line 1:
			<languages/>
			<translate>
			</translate>
	{{#seo:		{{#seo:
	\|title=Custom Features - SimplyBook.me		\|title=Custom Features - SimplyBook.me
Line 4:		Line 7:
	\|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, plugins, custom features, additional functionality, client fields, client forms, client info, client details, client information, additional information		\|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, plugins, custom features, additional functionality, client fields, client forms, client info, client details, client information, additional information
	}}		}}
			<translate>

	<br><br>		<br><br>
Line 13:		Line 17:
	<br><br><br><br>		<br><br><br><br>

	<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' When you enable Client Fields custom feature <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Client_Login_custom_feature\|Client Login]]</span> will be enabled as well.</span>		<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' When you enable Client Fields custom feature <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Client_Login_custom_feature\|Client Login]]</span> will be enabled as well.</span>
	<br><br><br><br>		<br><br><br><br>
	;How to use		;How to use
Line 46:		Line 50:
	<br><br>		<br><br>
	:8. If you want to include client form information to email templates, find the client forms <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">variables</span> and add them to templates in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Email and SMS settings.</span><br>		:8. If you want to include client form information to email templates, find the client forms <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">variables</span> and add them to templates in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Email and SMS settings.</span><br>
	:(Or use <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Flexible_Notifications_custom_feature\|Flexible Notifications]]</span> feature for customized templates per service and/or provider)		:(Or use <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Flexible_Notifications_custom_feature\|Flexible Notifications]]</span> feature for customized templates per service and/or provider)
	[[File:Client fields emails variables.png\|border\|center]]		[[File:Client fields emails variables.png\|border\|center]]
	<br><br>		<br><br>
Line 63:		Line 67:
	<br><br>		<br><br>
	<br><br>		<br><br>
			</translate>

Admin at 10:36, 10 August 2021

2021-08-10T10:36:32Z

← Older revision		Revision as of 10:36, 10 August 2021
Line 45:		Line 45:
	[[File:Reorder client fields.png\|border\|center]]		[[File:Reorder client fields.png\|border\|center]]
	<br><br>		<br><br>
	:8. If you want to include client form information to email templates, find the client forms <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">variables</span> and add them to templates in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">~~Settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">General~~ Settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Email and SMS settings.</span><br>		:8. If you want to include client form information to email templates, find the client forms <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">variables</span> and add them to templates in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Email and SMS settings.</span><br>
	:(Or use <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Flexible_Notifications_custom_feature\|Flexible Notifications]]</span> feature for customized templates per service and/or provider)		:(Or use <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Flexible_Notifications_custom_feature\|Flexible Notifications]]</span> feature for customized templates per service and/or provider)
	[[File:Client fields emails variables.png\|border\|center]]		[[File:Client fields emails variables.png\|border\|center]]

Admin at 12:11, 15 July 2021

2021-07-15T12:11:18Z

← Older revision		Revision as of 12:11, 15 July 2021
Line 34:		Line 34:
	:'''checkbox''' - creates a checkbox that clients should either check or leave unchecked.		:'''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.		:'''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		:'''date''' - creates date selection option with calendar.
	[[File:Client fields ~~types~~ new.png\|border\|center]]		:'''custom HTML''' - allows to add visual dividers or additional text near the client field. Cannot be used for client input.
			[[File:Client fields options new.png\|1200px\|border\|center]]
	<br><br>		<br><br>
	:6. Make it rather <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">obligatory or not</span> with the help of <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Should this field be optional</span> switcher. Save the form when you are done.		:6. Make it rather <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">obligatory or not</span> with the help of <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Should this field be optional</span> switcher.<br>
			:Include to invoices if you would like its title and client response to be reflected there.<br>
			:Save the form when you are done.
	<br><br>		<br><br>
	: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.		: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.