Translations:Client Fields Custom Feature/4/en - Revision history

FuzzyBot: Importing a new version from external source

2025-01-08T15:55:48Z

Importing a new version from external source

← Older revision		Revision as of 15:55, 8 January 2025
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	;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.
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	:'''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>
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	<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.
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	<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>
	<br><br>		<br><br>
	<br><br>		<br><br>

FuzzyBot: Importing a new version from external source

2024-02-05T13:52:29Z

Importing a new version from external source

New page

'''Please note!''' When you enable Client Fields custom feature [[Special:MyLanguage/Client_Login_custom_feature|Client Login]] will be enabled as well.
 
;How to use
:1. Enable Client Fields Custom Feature on the Custom Features page.
[[File:Client fields enable path.png|border|center]]
 
:2. Go to its settings by clicking on Manage link.
[[File:Client fields settings path.png|border|center]]
 
: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.
[[File:Create client form new.png|border|center]]
 
: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.
[[File:Client fields options new.png|1200px|border|center]]
 
: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.
[[File:Reorder client fields.png|border|center]]
 
: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 [[Special:MyLanguage/Flexible_Notifications_custom_feature|Flexible Notifications]] feature for customized templates per service and/or provider)
[[File:Client fields emails variables.png|border|center]]
 
: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.
[[File:Client fields client side sign up.png|border|center]]
 
[[File:Client fields client side profile.png|border|center]]
 
:10. From your admin page you will be able to view and edit the clients' replies in Manage -> Clients -> Edit for the corresponding client.
[[File:Client fields admin side edit.png|border|center]]
 
:and export answers to Excel file in Reports -> Clients -> Export to excel.
[[File:Client fields admin side export.png|border|center]]
:Or in Manage -> Clients -> Export to Excel. 
:Or together with booking information in Reports -> Booking details -> Export to Excel.