Difference between revisions of "First and Last Names"
From SimplyBook.me
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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;">[[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. | ||
[[File:Client fields enable path.png|border|center]] | [[File:Client fields enable path.png|border|center]] |
Revision as of 08:18, 9 July 2020
- 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 Client Fields feature and new reordering functionality.
- Please note! This setup is available with Client login feature enabled.
- How to use
- 1. Enable Client Fields custom feature on the Custom Features page.
- 2. Go to its settings by clicking on Manage link.
- Or navigate to Manage -> Client fields in the left-side menu.
- 3. You will see default registration fields there. Select the first one called Name and rename it to First Name. Save.
- 4. Click on + at the top to create new client field, add Last Name as a Question title and select Textbox - Single line type.
- By default the field is set to be obligatory to fill in by clients but if you need to make it non-mandatory please use the corresponding switcher.
- 5. Select its position to be after First Name and save.
- Or if you have already saved the field use the arrows to re-order.
- 6. (optional) Add the desired variables to the notifications templates in Settings -> Email and SMS settings (or Flexible notifications feature if you have customized them per service/provider).
- For example, you can make booking related more personal by using only first name in the greeting.
- (here we are using default [client] variable as we have simply renamed the default field in step #3)
- Or sound more official with only last name use.
- (client field is used here, taken from step #4)
- Or even use both if you like.
- (default variable and client form combined)