Custom fields are a way to collect additional appointment information from clients regarding their appointment while scheduling.
We offer five types of custom fields, as well as custom notices to provide information to your clients. Learn about the different types of fields here.
Contents in this article:
- Creating a custom field
- Ordering or re-ordering your custom fields or notices
- Hiding a custom field from clients
- What clients will see
- What you'll see
Creating a custom field
(1) Go to Settings > Custom Fields
(2) Click Add Custom Field
(3) On the field details page, select your field Type from the drop-down menu
(4) Enter a Field name
Note: This is an internal name that will appear in the appointment details on your calendar. Clients won't see the field name.
(5) In the Prompt field, enter the text of the question to ask the client
(6) (optional) Check the Client response required? box if you want to make the question necessary for the client to answer to schedule their appointment
(7a) In the Services section, select to apply the custom field to All services; or
(7b) Select to apply the custom field to Select services.
You will be able to choose which service(s) to apply the custom field to from the menu.
(8) Click Save
Ordering or re-ordering your custom fields
On your Custom Fields settings page, you can order or re-order how your custom fields and notices will appear on the details form in the scheduler.
Click and drag the field/notice tiles to change the order.
Hiding a custom field from the client
You might want a custom field that can appear in the appointment information on your calendar that you don't want the client to see in the scheduler.
While adding or editing a custom field, click the green Yes button next to Shown in scheduler? to change it to No and hide the Prompt text.
What clients will see
The custom fields and notices will appear below the client contact fields on the details form in the scheduler. If you take payments or capture credit card details while scheduling, the custom fields and notices will appear below those fields as well.
What you'll see
The custom fields responses will appear below the client contact information in the full appointment details on your calendar.
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