Forum Discussion
Custom fields not visible
Can you please confirm if you are still facing issues with custom fields? Or if other suggestions on this thread helped you?
Please check if the custom field that you added is selected under service settings.
Sharing the screenshot for reference below.
From old experience:
From new experience:
Thanks,
Babu
Microsoft
- cynrob88Apr 28, 2022Copper Contributor
Babu_Alagarsamy yes - still having this problem today. Yes, custom fields are checked as required when booking but the information added there does not show in the appointment on the calendar (outlook or booking calendar) nor in the email confirmation
- Babu_AlagarsamyApr 28, 2022
Microsoft
cynrob88 if your service is a group service (multi-customer), then the custom fields does not show up in the Outlook calendar / email. You can view the custom fields from Bookings calendar, when you open the appointment from Bookings calendar, you can go to -> open appointment -> customers -> open the customer to select the answers for custom fields.
If you are not seeing this, can you please create a support ticket to help us facilitate better with this?
Thanks,
Babu
- tobiaseickelpaschJan 25, 2024Copper Contributor
Hi Babu_Alagarsamy
I also have the problem with the customized field. I checked the customer profile as described by you. However, no information was or is displayed in the customer profile when I went to "-> open appointment -> customers -> open the customer".
I created a screenshare video in which I walk you through my setup. Could you please tell me where I can find any text entered in the customized field? Thank you!https://share.zight.com/qGuBdGOz
- vangelis-agileactorsMar 16, 2022Copper Contributor
Babu_Alagarsamy On this exact page only the customer email field can be enabled and set to Required, the other 3 options appear greyed out for me and I can't seem to find a way to enable them anywhere, both in old and new bookings.
Any ideas why this is happening?
- Babu_AlagarsamyApr 28, 2022
Microsoft
vangelis-agileactors can you check with your tenant admin if they have restricted any custom field selections? Please check this for more details: https://docs.microsoft.com/en-us/microsoft-365/bookings/turn-bookings-on-or-off?view=o365-worldwide#restrict-collection-of-customer-data
- Robin ThakurApr 21, 2022Copper Contributor
I have it set to attendees 1 (and cannot change this option) and booking on behalf of is switched on (this is a new feature), but I still don't see custom fields in either outlook or Power Automate (completely empty body)
"body": "<html><head><meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\">\r\n<meta name=\"Generator\" content=\"Microsoft Exchange Server\">\r\n<!-- converted from text -->\r\n<style><!-- .EmailQuote { margin-left: 1pt; padding-left: 4pt; border-left: #800000 2px solid; } --></style></head>\r\n<body>\r\n<font size=\"2\"><span style=\"font-size:11pt;\"><div class=\"PlainText\"> </div></span></font>\r\n</body>\r\n</html>\r\n"- Babu_AlagarsamyApr 28, 2022
Microsoft
Robin Thakur are you referring to custom fields for the booked appointments are not showing up in email/calendar invite in Outlook?