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!

[Seamus]

Hey @Pabs,

Thanks for reaching out and providing a detailed use case for these feature requests!

At the moment adding custom questions/fields/check boxes is not available via Square Appointments, however additional functionality such as this will hopefully make it to Appointments in the long term - our product team are aware of the demand for these sorts of features, I've passed on your feedback as well.

I've shifted your post across to our Feature Requests board and will update if I have any news to share here in the future! I'd say features like this are likely, though I don't currently have an ETA.

[KayakAustralia]

Hi, similar question.. different use case.

on the appointments check out questions.. I currently have a calendar where customers can select a date/ appointment t in my dairy and confirm a date and time to meet me.

what id like to add before they do this is.

1. a checkbox - to you agree to company x terms and conditions (option to be a mandatory field)

2. option for additional questions. It could be dietary requirements - but in my case alongside name, email, phone number - I’d also like to capture Instagram handle…

are any of this features now available? If so, a “how to add” tutorial or step by step would be extremely helpful - Many thanks.

[Arie]

Hi @KayakAustralia,

Thanks for writing in, and welcome to the Seller Community 😊 👋 

While we don't have a checkbox for Square Appointments, you can now attach a contract to your appointments, which a customer would have to electronically sign. To get started:

1. Go to Appointments in your online Square Dashboard.
2. Select Settings > Communications.
3. Under Digital customer contracts, toggle on Send a digital contract to all customers upon booking.
4. Choose a contract template. You can edit the contracts, or create your own here. 
5. Click Done then click Save 👍

The ability to collect additional information, such as dietary requirements, or their Instagram handle, isn't currently available with Square Appointments, but I'll be sure to pass this feedback on to our product team! 

[BouddiCleaning]

Any update on the ability to create custom questions and collect additional information with Square Appointments??
It seems like a mandatory feature and is the only reason we continue to use Calendly...

[Arie]

Thanks for letting us know that this is something you'd also like to see on Square Appointments, @BouddiCleaning. We don't have an update on this feature request, but we will tag you in this thread to let you know about any news. 

Ps. I noticed it's your first post, welcome to our community! 

[vanityfur]

I will also note that this is an important feature for us.

As a way around the checkbox for the terms and conditions we have No Show Protection enabled, so the customers must enter a card to secure their booking and check a box that states that they have read our cancellation policy.  We have added our terms and conditions to this cancellation policy, which also gets attached to the bottom of the email that they receive confirming their booking.  It is ugly and inelegant and certainly not at all ideal, but it is the best workaround that we have been able to come up with in the absence of anything better from Square.  Unfortunately there doesn't appear to be a way to make email a mandatory field so if they only enter their mobile number, they don't get sent a copy of it.  But they do have to accept the tick box to say that they have read it.  This is the same when booking via the phone.  You need to get their email so that they receive the communication via email with the terms and conditions and cancellation policy attached.  This doesn't go to them via the sms message.

[eandwcouture]

Is there any update on this? I'm looking to switch over but will need to gain information from customers for booking with us (bridal studio) will need to know dates and requests

[Laurie_]

Hey there @eandwcouture,

We haven't received any further updates regarding this feature request at this time. Currently, there isn't a way to add custom booking fields to your online booking site.

If you are needing to collect additional information, please refer to the workarounds discussed in this thread, or alternatively, you may consider adding a request to send additional information to the service description directly. 

I wish I had better news to share at this time! We'll be back with an update once this progresses further on our end.

[AmberArlo]

I am also very keen for this feature, if I can please be kept in the loop as to when it becomes available?

[Arie]

We'll be sure to tag you in this thread, @AmberArlo!