Nov 16 2022 11:46 AM
I'm looking into using MS Bookings for our appointments. We're an Occupational Medicine clinic focusing on providing services to businesses and industries. Whenever someone books an appointment for a physical, drug screen, etc. with us, we need to know not only their info but also the company they work for so we know who to bill.
Bookings has everything we need for this, except when staff books an appointment with the "New Bookings" button when they enter the customer info it doesn't have the Company field. This field does exist in the "Customers" area of Bookings, but not in the New Booking area.
Currently, the only way to get all the info we need is for the staffer taking the appointment to first add the client's employee to the "New Customer" area, then go back and book. This could be simplified by adding the Company Name field to the New Booking area. Is this possible?
Also, is it possible to import a list of customers into the Bookings database, and is there a way to directly access this database? It looks like Bookings should be easy to customize and has lots of potential, but I'm dismayed that under "Settings" the only option is to choose a color or theme...
Thanks for the help or information.
Nov 26 2022 12:42 PM
I am an independent advisor responding to Microsoft Bookings questions.
1) Adding Customer Name field to as Service Form. At this time, you do not have this functionality. You have to create a custom field.
2) Yes, you can import contacts into Bookings via a CSV file. You can not import any custom fields. You could merge custom field data in the Note field as a workaround.
Default Customer Fields are:
Name
First Name
Middle Name
Last Name
Title
Suffix
Nickname
E-mail Address
E-mail 2 Address
E-mail 3 Address
Chat
Phone
Home Phone
Business Phone
Business Phone 2
Mobile Phone
Work
Company
Other Options - 1 entry per option
Web Page
Birthday
Anniversary
Notes - 1 multiple lines field
3) Suggestion: Microsoft is always evolving this app. Please add your requirement to Microsoft Feedback Hub.
If you find this information helpful, please mark it as the best response or like it, which will assist others with the same question.
/Teresa
#traccreations4e
Nov 29 2022 09:55 PM - edited Dec 02 2022 03:21 AM
You 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.
Dec 01 2022 04:36 AM - edited Dec 01 2022 05:01 PM
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
Dec 02 2022 03:22 AM
Mar 23 2023 08:08 AM
Hi Teresa,
I see that the fields you mention in your list are not exactly the same as I found on other forum posts with the template of fields (e.g. https://answers.microsoft.com/en-us/msoffice/forum/all/microsoft-bookings-import-customer-with-custo...)
You have extra fields like:
My Questions:
1. Is your list showing the exact name of all the fields it should have on the Excel file (and then save as CSV UTF-8)?
2. Where can I find that complete list in French?
My problem:
I have tried the standard template in French, but everytime when I import the file it gives message ; sorry we encountered a problem, the file format is incorrect. Check if the format has been exported in CSV Outlook.
Observations:
It first showed multiple lines with problems in the French accents: I replaced all them in the source file but it still gave problems when importing.
I found a post on mentioning a problem with double quotes and via Notes to replace them with blanks; but there are no double quotes in the file.
I am at a loss! Can you help me with my questions so that the import can be done successfully? I have a list of over 5000 records.
Thank you!
Esther