Adding Custom Fields to Your Booking Widget
IntakeQ allows you to collect additional information at the time the client is booking an appointment. This is done by adding custom fields to your booking widget.
To create custom fields in your widget, follow the steps below:
- Navigate to "Bookings > Booking Settings" and go to the "Settings" tab.
- Scroll down and click on the link "Click here to configure custom fields in your Widget".
- Use the popup dialog to add and manage your custom fields.
Notice in the image above that you can use the "Mapping" column to map a widget field directly to a client profile field.
Another thing to note is the "Show Custom Fields to new clients only" check box. When this box is checked, the custom fields will only show up to new clients. However, keep in mind that existing clients will sometimes book an appointment without logging in with their email; in this case, the custom fields will show up, regardless of this setting.
See below what the settings above would look like in the Booking Widget. Please note that the additions are added after the standard Appointment Booking Information on the next page.
If you have any questions or need assistance, please contact us and we'll be happy to help!