With FlexBooker you choose exactly what information you want to gather from your client when they make online appointments with you. To set up custom booking fields go to Set Up -> Customize Booking Fields.
The customize booking fields page will appear:
What information can I change here?
1) Add new fields:
To add a new custom booking field, simply click on "Add another field" (at the bottom part of the page), where you can have the option to choose what type of booking field you want to create:
For example, if you click on "Text Field" then a new text field will appear in the booking form:
Enter the label for the field (this is what will appear to your clients), choose the requirement level, and then click on the check mark in the top left of the field's box (circled in the image above).
The system allows you to add the following fields and customize the label based on your needs:
*Text Field - this can be used if you want customers to enter any text during the booking process - eg. Company Name, etc.
*Number Field - this can be used if you are would need the customer to enter a number within the field, eg. Account Number
*Drop Down List - allows you to enter a list, where customers can choose between the available values within the list.
*Checkbox List - allows you to enter a list, however, customers have the ability to choose on multiple values within the list.
*File Upload - this can be used if you are looking to acquire documents/files needed from the customers for their booking.
*Additional Email Address Field - allows you to add a secondary email address to be notified for the booking made.
*Additional Phone Number Field - allows you to add a secondary phone number to be notified for the booking made.
*Number of Attendees - this can be used if you are looking to book multiple customers, and you may enable the option where customers can enter the details for each attendee.
2) Change the requirement level for fields.
There are several levels that you can choose from to indicate who is required to fill in each field:
A field that is marked as "Required for everyone" must be filled in by anyone making a booking.
A field that is marked "Required for customers" must be filled in by your clients as they book through your online booking form. It is not required by employees when they book through the logged in FlexBooker staff area, however.
A field that is marked as "Required for employees" is only required for staff members, and not for customers booking through your online booking form.
A field that is marked as "Not required" is always optional.
For email address and phone number fields there are the following additional requirement levels:
This is to provide you with the flexibility to either collect a phone number OR an email address under certain circumstances should you wish to do so.
3) Advanced Options
We have multiple available options when you select "Advanced Options" whenever you create a new field:
"Save Field Value To Customer Record" - this enables you to reflect the field within the customer's account (from the "customers" page)
"Hide Field From Booking Widget" - this enables you to hide the field from the booking form and the field to reflect only when bookings are made within the admin calendar. This is great to use for internal notes, etc.
"Hide Field From Admin Booking Form" - this enables you to hide the field from the admin calendar when adding an appointment (or editing an appointment).
"Only Show If Another Custom Field Has a Certain Value" - this means that the field only appears if the customer answer to another field is "x". An example is if you want to ask for a Zip Code, you may customize this to where the field would only appear if someone says that they live in the US.
You may modify which booking field and value/s this can appear to:
"Show this field when these services are booked" - you customize a booking field to reflect based on service/s booked, here is more information:
4) Delete an existing field
To delete a field, simply click on the option "Delete Field" :
5) Re-position fields
To change the position of a field, you can drag and drop any field into a new position. Just click on the field area and drag it to the field in the position you would like this field to take up.
If you need to set up a booking field for specific service/s booked, click on the link below for more information:
https://help.flexbooker.com/en/articles/2003892-customizing-a-booking-field-based-on-specific-service-booked