Custom field enhancements

The custom fields functionality allows you to take the information you need from your customer and store it in your CRM. For example, you may need to take their date of birth or membership number.

Previously, custom fields would display when bookings are made on the customer-facing booking tools and would be completed by entering text.

Now, you can have your custom fields display when a booking is made internally for a new customer, and the input can be pre-set as text or date.

custom fields new booking.gif

Check out this support guide for full details on managing your custom fields or go ahead and create your own custom fields in your CRM settings under the your business tab.