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About Custom Fields

Collect the details that matter to your business by adding custom fields to your booking form

Written by Dustin Condley

Schedulista’s booking form asks for basic information by default: first name, last name, email, and phone number. To collect more details from your clients, you can add custom fields. Custom fields can also be used to share information with clients, such as your policies, instructions, or important notices.

Contents:

Custom field types

We offer seven types of custom fields, six to support different types of responses to questions and the seventh -- a custom notice -- to provide information to clients.

Type 1: Single-line input field

This field can be required or optional.

Allows for a single line of text for questions with quick, simple answers. You can use this to ask clients for simple responses like a preferred hairstyle, an area of focus for massage or physical therapy, a specific date like a birthday or wedding date, etc.

Type 2: Paragraph field

This field can be required or optional.

Allows for multiple lines of text for questions with detailed answers. This is a free form text field with no character limit and allows clients to create paragraphs in their responses. You could use this to ask clients for things like a brief history on an injury or the details of particular item of clothing or combination outfit.

Type 3: Radio buttons

Allows you to ask clients a question with multiple options from which to select a single answer. When used, the radio button custom field is always a required field for clients to answer to book their appointment.
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Type 4: Drop-down list

This field can be required or optional.

Allows you to ask clients a question with multiple options from which to select a single answer from a drop-down menu.

Type 5: Single checkbox

This field can be required or optional.

Allows you to create a checkbox for clients to acknowledge that they have read something, agree to terms & conditions for scheduling, that they would like something additional you offer included in their appointment, or more.

Type 6: Multiple checkboxes

Allows you to create multiple checkboxes for clients to provide multiple preset answers to a question. More than one box can be checked.

This could also be used to add on items or services to an appointment. Though, note that checking the box does not add additional duration time or cost to the price of the service when booking.

Type 7: Notice field

Allows you to create notices to your clients to inform them about the business, service, details, payment or scheduling policies, appointment instructions, or other useful information.

The title will appear as a bold header for the notice, with the body text placed just below it. Links, hyperlinked text, and some simple HTML styling can be added to the custom notices.

More information


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