Creating a Service Custom Field

 

What is a Custom Field?

A custom field allows you to capture additional data for a guest, service, or an opportunity. You can create any custom field from the Admin mode depending upon your business requirement and these fields will be exposed in the appointment book for front office to enter information for an appointment. Similarly, custom fields created for sales opportunities will be shown on the Custom Data page of the Opportunity in the Sales module.

When do I need to use a Service Custom Field?

You can create custom fields for services to store specific information about each service, for example, to effectively administer a hair spa service, you may need to know the guest’s hair type, or for a customized facial you would want to know and store the guest’s skin type. 

How do I Create a Service Custom Field?

To create a service custom field, perform the following steps:

  • Click the Service Fields option under Custom Fields in the Admin mode.

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  • Enter the Field name for the service custom field. 

Note: The field name is shown to guests in the webstore and mobile app.  

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  • Enter the Description for the service custom field.  

Note: The description can be used for searching and for other administrators to understand what the field is about

  • Choose a Field Type for the service custom field.

Note: Choose the Label option if you want to create a label. Then in the Text field multiple paragraphs can be entered along with bullet points (bullets points can be added using copy/paste).  If the custom field type is Dropdown, select the list value from the dropdown. In this case, the list value needs to be first created by selecting the Lists option under Custom Fields in the Admin mode. Read the article 'Defining a Custom List' to know more about creating a custom list.

  • Enter the Display Order for the field. The field display order will define the sequence in which the custom fields will be shown within a group, when the group is displayed on the appointment book, webstore and mobile app.
  • Click the Print Data on Invoice check box if you wish the custom field information to be printed on the receipt.
  •  Click Add Field.

Note: This will result in the new field being added to the form.

  • Once added, a service custom field is active, by default. You can also deactivate a service custom field by clicking in the Active check box next to the field.

Note: Service fields cannot be deleted currently.

 

Editing A Service Custom Field

Custom fields once created can be edited and changes can be made to the display order, group assignment or other properties..

  • To locate a field, search by using field name or description.
  • You can filter the fields while searching  using Field Type drop down box and  by choosing the field status in the View drop down box.
  • You can edit each field by clicking and editing them as shown in the figure below.
  • Once added, a service custom field is active, by default. You can also deactivate a service custom field by clicking in the Active check box next to the field.

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  • To edit a label value click on the orange pen icon and a Enter Label Details popup will appear where the  Field name and Value of the label can be edited.  

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  • Once enabled, the front office can enter service custom data for these fields from the Appointment Book. Refer to the article 'Entering Service Custom Data' to learn more about this.

 

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