Ask clients custom questions when they book

Custom fields add your own questions to the booking form, like Hair length, Allergies or How did you hear about us. Clients answer them in the client details step when they book online. Your team sees the same fields when booking from the dashboard.

Where you can add fields

If two fields have the same key and the same Save to choice, the most specific one wins: service over location, and location over salon.

Where answers are saved

The Save to option decides where an answer goes:

• Appointment: saved on that one appointment. Use it for questions about this visit, like Inspiration photo link or Occasion.
• Client: saved on the client's profile and kept for future bookings. Use it for facts about the person, like Allergies or Date of Birth. A new answer replaces the old one for the same key.

1. 1

   Step 1 of 3

   Open the Custom Fields card

   Go to the level you want from the table above and find the Custom Fields card.

2. 2

   Step 2 of 3

   Add a field

   Click Add Custom Field and fill in the dialog:

   • Label: the question clients see.
   • Description: optional help text under the field.
   • Type: the kind of answer. See the table below.
   • Required: turn on to make clients answer before they can continue.
   • Save to: Appointment or Client.
   • Save as: optional key that identifies the field, like allergies. If you leave it off, the label is used as the key. Use the same key on several services to collect one answer in one place.

   Click Add Custom Field to add it to the list.

3. 3

   Step 3 of 3

   Order and save

   Drag fields by their handle to change the order. Use the switch on a field to turn it on or off without deleting it. Click Save.

   You will see:

   Your fields in the list, each showing its type and where it's saved, with a Required badge where it applies.

Field types

Each option for Select, Combobox and Radio has a label clients see and a value that's saved.