Bookly Customer Information Add-on
It is an extension designed to extend the functionalities of Bookly Pro, allowing website administrators to collect and manage detailed information from their customers by creating custom fields in the booking form. This add-on makes it easier to obtain specific data during the booking process, improving personalization and efficiency in appointment management.
What is the Bookly Customer Information Add-on?
Bookly Customer Information Add-on is a tool that integrates the ability to add custom fields to Bookly’s booking form. With this plugin, admins can create various types of fields, such as text fields, text areas, checkboxes, radio buttons, drop-down menus, numeric, date, and time fields, and even allow file uploads (requires the Bookly Files plugin). These fields appear at the “Details” stage of the booking form, allowing customers to provide additional information necessary for the provision of the service.
Benefits of using the Bookly Customer Information Add-on
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Personalized data collection: It allows you to obtain specific information about customers that is not collected in the predetermined fields, adapting to the particular needs of each business.
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Improved customer management: All the information collected is stored in the customer’s profile within the “Customers” section in Bookly, making it easier to access and update relevant data.
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Flexibility in configuration: Custom fields can be configured as required or optional, and it is possible to set them to be displayed only once for returning customers, improving the user experience.
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Internal fields: Possibility of creating fields visible only to administrative staff, allowing you to add notes or internal information about customers without them seeing it.
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Integration with notifications: The data collected can be included in email notifications using specific codes, ensuring that all relevant information is available in communications.
Bookly Customer Information Add-on Highlights
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Custom Field Types: Includes a variety of options such as text fields, text areas, checkboxes, radio buttons, drop-down menus, numeric, date/time fields, and file uploads (requires Bookly Files).
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Order and organization: Fields can be easily rearranged by dragging and dropping, allowing for a logical and consistent arrangement on the booking form.
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Controlled visibility: Options to show or hide specific fields as needed, including the ability to keep certain fields for internal use only.
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Compatibility with other add-ons: It integrates seamlessly with other Bookly add-ons, such as Bookly Files, expanding the functionalities available for customer information management.
In summary, Bookly Customer Information Add-on is an essential tool for businesses looking to personalize and streamline information collection during the booking process. Its flexibility and ease of use make it a valuable addition to improving customer engagement and efficiency in appointment management.
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