Forum Discussion
Include "Company Name" in "Customer Information" area of "New Booking"
MicrosoftYou can add custom fields to a service that might help you collect additional information while booking appointments. The fields are not stored at the customer level but you will be able to see and manage this info for each appointment.
I added a custom Company field to the Service form. When the client books an appointment and completes the form, the Company field response was not added to the Customer Contacts.
It would be nice to have all Contact fields as a pick selection to add to the Service form to ensure alignment.
These fields were provided in the Service form as a selection and added to the Customer Database.
These custom fields were not added to the Customer Database even after I used the same field name.
Customer Database results
/Teresa
- davisjrSorry, there was a typo in my last message - meant to say "fields are _not_ stored at customer level" but instead at appointment level.