First and Last Names: Difference between revisions
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|title=First and Last Names - SimplyBook.me | |title=First and Last Names - SimplyBook.me | ||
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:It may happen that you need to have separate fields for clients' first and last names during registration process. | :It may happen that you need to have separate fields for clients' first and last names during registration process. | ||
:Now it is possible with our <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Client_Fields_Custom_Feature|Client Fields]]</span> feature and new reordering functionality. | :Now it is possible with our <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Client_Fields_Custom_Feature|Client Fields]]</span> feature and new reordering functionality. | ||
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:<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' This setup is available with <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Client_Login_custom_feature|Client login]]</span> feature enabled.</span> | :<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' This setup is available with <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Client_Login_custom_feature|Client login]]</span> feature enabled.</span> | ||
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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. | ||
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[[File:Client fields settings path redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/1/1d/Client_fields_settings_path_redesigned.png]] | [[File:Client fields settings path redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/1/1d/Client_fields_settings_path_redesigned.png]] | ||
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:3. You will see default registration fields there. Select the first one called <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Name</span> and rename it to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">First Name.</span> Save. | :3. You will see default registration fields there. Select the first one called <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Name</span> and rename it to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">First Name.</span> Save. | ||
[[File:Rename name to first name redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/6/64/Rename_name_to_first_name_redesigned.png]] | [[File:Rename name to first name redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/6/64/Rename_name_to_first_name_redesigned.png]] | ||
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[[File:Last name field settings redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/6/63/Last_name_field_settings_redesigned.png]] | [[File:Last name field settings redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/6/63/Last_name_field_settings_redesigned.png]] | ||
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:5. Select its <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">position</span> to be after First Name and save. | :5. Select its <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">position</span> to be after First Name and save. | ||
:Or if you have already saved the field use <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">the arrows</span> to re-order. | :Or if you have already saved the field use <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">the arrows</span> to re-order. | ||
[[File:Reorder client fileds redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/d/df/Reorder_client_fileds_redesigned.png]] | [[File:Reorder client fileds redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/d/df/Reorder_client_fileds_redesigned.png]] | ||
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:6. (optional) Add the desired variables to the notifications 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> (or <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Flexible_Notifications_custom_feature|Flexible notifications]]</span> feature if you have customized them per service/provider). | |||
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::For example, you can make booking related more personal by using only first name in the greeting. | ::For example, you can make booking related more personal by using only first name in the greeting. | ||
::(here we are using <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">default [client] variable</span> as we have simply renamed the default field in step #3) | ::(here we are using <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">default [client] variable</span> as we have simply renamed the default field in step #3) | ||
[[File:Client first name variable to email redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/f/f5/Client_first_name_variable_to_email_redesigned.png]] | [[File:Client first name variable to email redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/f/f5/Client_first_name_variable_to_email_redesigned.png]] | ||
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::Or sound more official with only last name use. | ::Or sound more official with only last name use. | ||
::<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">(client field</span> is used here, taken from step #4) | ::<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">(client field</span> is used here, taken from step #4) | ||
[[File:Client last name to notifications redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/f/f2/Client_last_name_to_notifications_redesigned.png]] | [[File:Client last name to notifications redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/f/f2/Client_last_name_to_notifications_redesigned.png]] | ||
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::Or even use <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">both</span> if you like. | ::Or even use <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">both</span> if you like. | ||
::(default variable and client form combined) | ::(default variable and client form combined) | ||
[[File:Both client variables to email redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/3/3a/Both_client_variables_to_email_redesigned.png]] | [[File:Both client variables to email redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/3/3a/Both_client_variables_to_email_redesigned.png]] | ||
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