Ask customers questions when they book
Add your own fields, such as a question or a photo upload, and see the answers on the appointment.
Custom inputs let you ask customers your own questions or save extra details about them. You can add a text box, a number, a drop-down list or a photo upload.
Add a field
Open Custom Inputs
In Settings, open Custom Inputs. The page is called Custom Input Fields.
Click Add New Field
Click Add New Field.
Name the field
Fill in Field Name. If your company uses more than one language, fill it in for each language.
Choose a category
Choose a Category:
- User Customer: details you keep about the customer.
- Checkout Question: a question the customer answers when they book online.
Choose a field type
Choose a Field Type: Text, Number, Dropdown, Multi-select Dropdown or Photo upload. A checkout question can only be Text or Photo upload.
Fill in the extra settings
- For a drop-down list, type each choice under Dropdown Options and press Enter to add it.
- For Photo upload, Max photos is how many photos a customer can upload. Leave it empty for no limit.
- For a checkout question, fill in Field place holder (the hint text in the box). Under Services, choose Select services if the question is only for some services. If you pick none, the question shows for all services.
- Tick Field required if the customer must answer.
- Tick Show after payment to ask the question after the customer has paid.
Create the field
Click Create Field. To change a field later, click the pencil. The button then says Update Field.
Find, change or delete fields
The list shows each field's name, category, type, checkout timing, whether it is required, and how many options it has. Use Search by name... or the Category and Type filters to find one.
To delete a field, click the bin and confirm with Delete. This can't be undone.
See the answers
Answers to checkout questions show on the appointment under Checkout answers. Photos show as small pictures.