Appointments - adding custom questions at checkout?

[Pabs]

Hi there, Is it possible to add a custom question or two to the checkout page of the appointment booking process?

I'm a couple and family Psychotherapist and my diary can fill up quite early. And many of my clients would like to be added to a waiting list so I can get them in earlier if a spot opens up. Based on my reading of this site, I believe that Waiting List functionality isn't available yet, but might be considered down the track.. (It would be great if it is).

But anyway, until that waiting list functionality is added, in my previous booking system I got around this by simply adding a checkbox question at the time of checkout that allowed my customers to tell me if they'd like an earlier time if one becomes available. (Some want earlier times, others don't).

So with that in mind, is it possible to add a custom question to the checkout page, such as: 

Notify me if an earlier time becomes available (yes/no)

I'd also like a checkbox that customers must agree to, stating that they agree to the terms and conditions... (yes/no).

Are these possible in the current Appointments interface?

Thanks in advance, 

Pabs

[#2]

Hi Sellers! 👋

We've got some exciting news to share!

You can now use Custom Fields to collect custom information from customers when they book Appointments and Classes online! This feature is available with a Square Appointments Plus or Premium subscription.

You can set up, view, add, hide, and edit custom fields from your online Square Dashboard or Square Appointments App:

From the Square Dashboard

1. Navigate to Customers.
2. Click Settings > Configure Profiles.
3. Click Create Custom Field.
4. Name the field and select a field type.
5. Click Save.

From the Square Appointments App

1. Navigate to More > Settings > Customers.
2. Click Add Field.
3. Name the field and select a field type.
4. Click Save.

Once you’ve created the custom fields you want to collect, you can add those fields to your online booking flow.

From the Square Dashboard

1. Navigate to Appointments > Online Booking > Settings.
2. Scroll down to Customer profile fields.
3. Click Add Custom Field under When customers book an appointment or class.
4. Select your newly created field.
5. Click Save.

From the Square Appointments App

1. Navigate to More > Online Booking.
2. Scroll down to Customer profile fields.
3. Click Add Custom Field under When customers book an appointment or class.
4. Select your newly created field.
5. Click Save.

We're keen to hear your thoughts and feedback on this new feature, so please feel free to drop your comments below!

@Pabs, @KayakAustralia, @BouddiCleaning, @vanityfur, @eandwcouture, @AmberArlo, @di_, @meganhodges, @allaboutcricket, @hicountrydetail

[#3]

Thanks for reaching out @hicountrydetail.

We understand that there’s a lot of demand for this type of functionality, so I’m happy to share that Custom Booking Fields is coming to Square Appointments very soon!

[di_]

I would like to include other options on my appointment booking pop up tab. There's only a default options which are their: name, phone and email when they book an appointment online.  I'd like to add other questions such as their birthday, address and how they hear about me. What can I do?

[Arie]

Hi @di_ 

Thanks for writing in with this question 😊 

This is currently a feature request we're tracking in this thread. I've merged your post so we can keep tracking this suggestion and notify you once we have news! 

[meganhodges]

CUSTOMER EMAIL ADDRESS

How do I set a rule that when booking online, customers can not make the booking without listing their phone number AND email?

Thanks

Megan

[meganhodges]

CUSTOMER EMAIL ADDRESS

How do I set a rule that when clients book online, they can not make the booking unless their phone number AND email address is listed?

Thank you

Megan

[Arie]

Hi @meganhodges 

Thanks for writing in with this question! 

Testing on my own appointments site, appointments aren't able to be booked without both a phone number and email address being entered. Can you share a link to your website so we can test what your booking flow looks like? I'll keep an eye out for your reply 😊 

[allaboutcricket]

Also, how do I set a rule that when clients book online, they can not make the booking unless their phone number AND email address is listed?

evolutioncricket.com/lane-hire

Please could you let me know how to do this.  I have hunted around the whole dashboard but cannot find where to access these mandatory fields? @meganhodges 

Thank you

Nic

[Arie]

Hi @allaboutcricket 👋
 

We don't have a way to mandate that both be entered when a booking is made at the moment. I'll highlight this suggestion with the Square Appointments team for consideration. We're always looking for ways to make Appointments easier to use and more customisable. 

[hicountrydetail]

I am also keen on this feature as I have a car detailing business and I would like the customer to add their registration plate on the booking so it is easier to manage all the vehicles we have in the workshop. Any update on this yet???!!!

[Katie_SQ]

Thanks for reaching out @hicountrydetail.

We understand that there’s a lot of demand for this type of functionality, so I’m happy to share that Custom Booking Fields is coming to Square Appointments very soon!

[Katie_SQ]

Hi Sellers! 👋

We've got some exciting news to share!

You can now use Custom Fields to collect custom information from customers when they book Appointments and Classes online! This feature is available with a Square Appointments Plus or Premium subscription.

You can set up, view, add, hide, and edit custom fields from your online Square Dashboard or Square Appointments App:

From the Square Dashboard

1. Navigate to Customers.
2. Click Settings > Configure Profiles.
3. Click Create Custom Field.
4. Name the field and select a field type.
5. Click Save.

From the Square Appointments App

1. Navigate to More > Settings > Customers.
2. Click Add Field.
3. Name the field and select a field type.
4. Click Save.

Once you’ve created the custom fields you want to collect, you can add those fields to your online booking flow.

From the Square Dashboard

1. Navigate to Appointments > Online Booking > Settings.
2. Scroll down to Customer profile fields.
3. Click Add Custom Field under When customers book an appointment or class.
4. Select your newly created field.
5. Click Save.

From the Square Appointments App

1. Navigate to More > Online Booking.
2. Scroll down to Customer profile fields.
3. Click Add Custom Field under When customers book an appointment or class.
4. Select your newly created field.
5. Click Save.

We're keen to hear your thoughts and feedback on this new feature, so please feel free to drop your comments below!

@Pabs, @KayakAustralia, @BouddiCleaning, @vanityfur, @eandwcouture, @AmberArlo, @di_, @meganhodges, @allaboutcricket, @hicountrydetail