Client Fields Custom Feature: Difference between revisions

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;How to use

:1. Enable Client Fields Custom Feature on the Custom Features 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]]

:2. Go to its settings by clicking on Manage 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]]

: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]]

[[File:Client field create redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/e/e6/Client_field_create_redesigned.png]]

:4. In the field Question title write the question you want your clients to answer.

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:'''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]]

:'''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]]

:6. Make it rather obligatory or not with the help of Should this field be optional switcher.

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: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]]

: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]]

[[File:Add client fields to notifications.png|1200px|border|center|link=https://help.simplybook.me/images/b/be/Add_client_fields_to_notifications.png]]

: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.

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: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]]

[[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]]

:and export answers to Excel file in Reports -> Clients -> Export to excel.

[[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 Manage -> Clients -> Export to Excel.

:Or together with booking information in Reports -> Booking details -> Export to Excel.

@@ Line 25: / Line 25: @@
 ;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.
-[[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>
 :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>
 :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.
-[[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>
 :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.
 :'''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>
 :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>
 :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>
 :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)
-[[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>
 :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>
 :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>
 :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 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>