Client Fields Custom Feature: Difference between revisions

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'''Please note!''' When you enable Client Fields custom feature Client Login will be enabled as well.

'''Please note!''' When you enable Client Fields custom feature [[Client_Login_custom_feature|Client Login]] will be enabled as well.

;How to use

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[[File:Client fields settings path.png|border|center]]

:3. Press + button ~~on the next page~~ to create a new form.

:3. Here you will see default client login registration fields. You can click on any of them to rename if needed.

[[File:~~Client fields create~~ new.png|border|center]]

: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.

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:'''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

[[File:Client fields types.png|border|center]]

[[File:Client fields types new.png|border|center]]

:6. Make it rather obligatory or not with the help of Should this field be optional switcher. Save the form when you are done.

:7. If you want to include client form information to email templates, find the client forms variables and add them to templates in Settings -> General Settings -> Email and SMS settings.

: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 -> General 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]]

:8. 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.

: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.

~~:(the fields are shown after the main sign up form and after address if it is enabled in Client Login settings)~~

[[File:Client fields client side sign up.png|border|center]]

[[File:Client fields client side profile.png|border|center]]

:9. From your admin page you will be able to view and edit the clients' replies in Manage -> Clients -> Edit for the corresponding client.

: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.

@@ Line 13: / Line 13: @@
 <br><br><br><br>
-<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' When you enable Client Fields custom feature Client Login will be enabled as well.</span>
+<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' When you enable Client Fields custom feature <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Client_Login_custom_feature|Client Login]]</span> will be enabled as well.</span>
 <br><br><br><br>
 ;How to use
@@ Line 22: / Line 22: @@
 [[File:Client fields settings path.png|border|center]]
 <br><br>
-:3. Press <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">+</span> button on the next page to create a new form.
+:3. Here you will see  default client login registration fields. You can click on any of them to rename if needed.
-[[File:Client fields create new.png|border|center]]
+: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]]
 <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 34: / Line 35: @@
 :'''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
-[[File:Client fields types.png|border|center]]
+[[File:Client fields types new.png|border|center]]
 <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. Save the form when you are done.
 <br><br>
-:7. 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;">General Settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Email and SMS settings.</span>
+: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]]
+<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;">General 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;">[[Flexible_Notifications_custom_feature|Flexible Notifications]]</span> feature for customized templates per service and/or provider)
 [[File:Client fields emails variables.png|border|center]]
 <br><br>
-:8. 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.
-:(the fields are shown after the main sign up form and after address if it is enabled in Client Login settings)
 [[File:Client fields client side sign up.png|border|center]]
 <br><br>
 [[File:Client fields client side profile.png|border|center]]
 <br><br>
-:9. 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]]
 <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]]
+: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>
 <br><br>
 <br><br>