Schedulista's booking form asks for your client's name and contact information to simply and quickly help them through the scheduling process.
You can also add custom fields to ask clients for additional information while booking that is specific to your business or organization. Adding custom notices, in particular, are a way to let clients know more about your business, service(s), or scheduling or payment policies as they book.
Benefits of custom notices
The format of the custom notice provides a bold header and a text field to create a section on the booking form similar to the Cancellation policy section
You can add links to direct clients to information or for clients to download or upload forms or files
Stylize text to draw clients to important notifications
Contents:
Notes on links and styling text
You can use limited HTML markup to add links or style the text in the custom notice.
When you paste a URL (ex. https://www.schedulista.com) into the notice body field and save, it will automatically convert to a link on the scheduler. You can also use the HTML anchor tags (<a>) to hyperlink words. (e.g., <a href="https://www.schedulista.com">Click here</a> = Click here)
To style your text, the following markup is available:
Bold (<b>)
Strong Importance (<strong>)
Italicize (<i>)
Emphasize (<em>)
Underline (<u>)
Strikethrough (<s>)
More on HTML links here.
More on HTML style formatting here.
Note: Schedulista does not host any images, documents, or files to download. Schedulista also does not have storage for clients to upload files while booking. You can include links from other websites or cloud storage services to download or upload.
Creating a custom notice
(1) On the web app: Go to Settings > Custom Form Fields
On the mobile app (version 7.3 or above): Tap on Custom Form Fields under the Configure section on the Settings tab
(2) Click Add Custom Field
(3) On the field details page, select Notice from the Type drop-down menu
(4) Enter a Title for the notice
Note: This title will appear in bold above the text of the notice.
(5) In the Body field, enter the text of the notice
(6a) In the Services section, select to apply the custom field to All services; or
(6b) 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.
(7) On the web app: Click Save
On the mobile app: Tap Save on the bottom of the page, then tap Close on the top to return to the Settings tab
Ordering or re-ordering your custom fields or notices
On your Custom Form Fields settings page, you can order or re-order how your custom fields and notices will appear on the details form in the scheduler.
On the web app: Go to Settings > Custom Form Fields
On the mobile app (version 7.3 or above): Tap on Custom Form Fields under the Configure section on the Settings tab
On the web app: Click and drag the field/notice tiles on the three lines on the left to change the order.
On the mobile app: Press and hold on the field/notice tiles on the three lines on the left, then drag to change the order.
What clients will see
The custom 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.
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