BookX allows you to collect extra customer details during the booking process using custom fields. This is especially useful for gathering preferences, notes, or specific requirements related to your service.
Note: If you’re using the “Book Now, Pay Later” option, collecting customer information is required to complete a booking.
How to add additional customer additional fields
1. Go to the “Services” page, and click on any created service.
2. Go to “Availability Settings” section and scroll to the “Customer Information” section.
3. Click the “Add Additional Fields” button.
4. Enter the field name and description to explain what information you need.
5. Select the Field Type:
- Text Box: Allows customers to enter short written responses, such as their name, preferences, or notes.
- Check Box: Lets customers select one or more options from a list. Useful when multiple choices are allowed.
- Radio Button: Lets customers select only one option from a set of choices. Ideal for questions with a single answer.
- Drop Down: Displays a list of options in a compact menu. Customers can select one option from the list.
6. Enable “Is this field mandatory?” if the field must be filled out before proceeding.
7. Click “Add” to include the field in the booking form.
Note: Use the “pencil” icon to edit the field and the “eye” icon to show or hide the field, or the “trash” icon to delete the field.
8. Once you add the fields, click the “Save” button.
If you need further help, please contact our customer support.