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From SimplyBook.me
Created page with "{{#seo: |title=First and Last Names - SimplyBook.me |titlemode=append |keywords=faq, frequently asked questions, booking software, appointment system questions, appointments o..."
{{#seo:
|title=First and Last Names - SimplyBook.me
|titlemode=append
|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, plugins, custom features, additional functionality, client registration, client data, customer data, customer registration, sign up, additional information, client intake form
}}
<br><br>
: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.
<br><br>
:<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>
<br><br>
;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]]
<br><br>
:2. Go to its settings by clicking on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> link.<br>
:Or navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Client fields</span> in the left-side menu.
[[File:Client fields settings path.png|border|center]]
<br><br>
: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 to first name.png|border|center]]
<br><br>
:4. Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">+</span> at the top to create new client field, add <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Last Name</span> as a <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Question title</span> and select <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Textbox - Single line</span> 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.
[[File:Add last name.png|border|center]]
<br><br>
: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.
[[File:Reorder fields.png|border|center]]
<br><br>
: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;">[[Flexible_Notifications_custom_feature|Flexible notifications]]</span> 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 <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.png|border|center]]
<br><br>
::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)
[[File:Client last name variable.png|border|center]]
<br><br>
::Or even use <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">both</span> if you like.
::(default variable and client form combined)
[[File:First and last variable.png|border|center]]
|title=First and Last Names - SimplyBook.me
|titlemode=append
|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, plugins, custom features, additional functionality, client registration, client data, customer data, customer registration, sign up, additional information, client intake form
}}
<br><br>
: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.
<br><br>
:<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>
<br><br>
;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]]
<br><br>
:2. Go to its settings by clicking on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> link.<br>
:Or navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Client fields</span> in the left-side menu.
[[File:Client fields settings path.png|border|center]]
<br><br>
: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 to first name.png|border|center]]
<br><br>
:4. Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">+</span> at the top to create new client field, add <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Last Name</span> as a <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Question title</span> and select <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Textbox - Single line</span> 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.
[[File:Add last name.png|border|center]]
<br><br>
: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.
[[File:Reorder fields.png|border|center]]
<br><br>
: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;">[[Flexible_Notifications_custom_feature|Flexible notifications]]</span> 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 <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.png|border|center]]
<br><br>
::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)
[[File:Client last name variable.png|border|center]]
<br><br>
::Or even use <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">both</span> if you like.
::(default variable and client form combined)
[[File:First and last variable.png|border|center]]
