The Bookly Customer Information (Add-on) is an essential tool for business owners who need to go beyond basic contact details to better understand and serve their clients. By allowing you to seamlessly integrate custom fields into your booking process, this add-on ensures that every piece of data collected‚Äîfrom specific client preferences to internal notes‚Äîis automatically saved directly to the customer’s profile. It is the perfect solution for service providers who require detailed client information to prepare for appointments, streamline workflows, and offer a more personalized experience.
Key Features
- Versatile Custom Fields: Create a wide variety of question types including text fields, text areas, drop-down lists, radio buttons, checkboxes, and numeric or date fields to suit any data collection need.
- Direct Profile Integration: Unlike standard booking fields, all information gathered through this add-on is stored permanently within the customer’s profile, ensuring your data is organized and easily accessible.
- Flexible Field Requirements: Easily configure each field as either required or optional, ensuring you capture critical information without creating unnecessary friction for your users.
- Internal-Only Visibility: Keep specific data private by toggling internal-only visibility, allowing you to store sensitive notes or internal classifications that are hidden from the customer’s view.
- Smart “Ask Once” Functionality: Improve the user experience for returning clients by enabling the “Ask once” setting, which prevents the system from asking for the same information during subsequent bookings.
- Easy Management: Effortlessly rearrange your custom fields using a simple drag-and-drop interface to ensure your booking form flows exactly how you want it.
Use Cases / Who It’s For
This add-on is designed for any business using the Bookly PRO booking system that needs to collect client-specific data. It is ideal for medical and wellness practitioners who need to collect health history or intake forms, beauty and salon professionals who need to track client preferences or allergies, and consultants who need to gather project requirements before an initial meeting. By centralizing this information in the customer profile, you eliminate the need for manual data entry and ensure that your team has all the necessary context before the appointment begins.
Setup / How It Works
- Ensure that you have the Bookly PRO plugin installed and activated on your WordPress site.
- Install and activate the Bookly Customer Information (Add-on).
- Navigate to the new “Customer Information” section within the Bookly menu in your WordPress dashboard.
- Click the “+” button to add a new field, select the desired field type, and enter your question.
- Configure the settings for the field, such as making it required or setting it to “Ask once,” and save your changes.
- Your custom fields will automatically appear on the “Details” step of your booking form, and all submitted data will be saved to the corresponding customer’s profile.
Similar Plugins
If you are looking for alternative ways to collect information during the booking process, you may also consider the Bookly Custom Fields (Add-on). While the Customer Information (Add-on) saves data to the client’s profile, the Custom Fields (Add-on) is designed to attach specific information directly to an individual appointment, which is useful for data that changes with every booking rather than information that remains consistent for the customer.