Can I collect customer and participants details (standard and custom fields)?

You can collect details of the customer and participants to a booking, using standard fields and custom fields.

In this article:


Standard fields

1. Go to Settings>Customer Details



2. In the Standard fields tab, set which fields you want to capture for the customer [1] making the booking, and which for the participants [2] to the booking.

For each standard field, from the scroll down menu, set if the field is:

  • required: an input will be required at the time of booking
     
  • optional: customer can input a value at the time of booking if they want to
     
  • don't ask: when this option is selected, the custom field will not be shown to customers at the time of booking

3. Save

Standard fields for participants will be asked during the booking process if you set that you want to Ask for the details of every participant:
 

  • in the People tab of your classes/tours/workshops

  • in Settings>Number of people and people categories in Bookeo Appointments


Custom fields

1. Go to Settings>Customer Details

2. Go to the Custom fields tab

3. Click on the New field button to create:


 

  • free text field [3]: customers will be required to enter text - for example notes, comments. Click here for more information

  • a multiple choice custom field [4]: customers will be required to pick one of the options from a scroll down menu. Click here for more information

  • a number field [5]: customers will be required to input a number. Click here for more information

  • checkbox field [6]: customers will be required to check/uncheck a checkbox. Click here for more information

 

Custom fields for participants will be asked during the booking process if you set that you want to Ask for the details of every participant:

  • in the People tab of your classes/tours/workshops

  • in Settings>Number of people and people categories in Bookeo Appointments