FuzzyBot: Importing a new version from external source

2022-09-24T09:11:43Z

Importing a new version from external source

New page

'''Please note!''' When you enable Client Fields custom feature [[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 [[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.

Translations:Custom Features/43/en - Revision history

FuzzyBot: Importing a new version from external source