Forum Discussion
BrandonMSims
Feb 13, 2025Copper Contributor
When scheduling for an appointment in bookings, saved clients physical address is not auto filling
We are trying to use bookings to track and manage client appointments for a driving service, we schedule appointments for our clients manually due to their needs so we are only using the admin calendar.
Ideally when we create the appointment the software would autofill this information from the saved clients list, however only their name and phone number appear to be auto filling. Needing to go to a second window to collect their address and copy it over is incredibly inconvenient.
We need this info so the drivers can view the pickup address on their phones in outlook under the customer info tab on their outlook calendars. How do we get the "customer address" field to fill when creating the appointment?
- BrandonMSimsCopper Contributor
Also, it seems the only way to show their address in the customers list is to click edit????? Is there a way to have it show on the side where their name and phone number is displayed? There is so much white space this has to be unintended.