Bookly Customer Information (Add-on) 3.8

Of course. The Bookly Customer Information (Add-on) is a powerful extension for the Bookly Pro plugin in WordPress. Its primary function is to allow you to collect extra, customized information from your clients right on the booking form.

Here is a detailed breakdown of what it is, what it does, and why you might need it.

1. What is the Bookly Customer Information Add-on?

In simple terms, it's an extension that lets you add custom fields to your Bookly booking form. The standard Bookly form collects basic details like Name, Phone Number, and Email. This add-on allows you to ask for any additional information relevant to your business before the customer completes their booking.

Prerequisite: You must have the Bookly Pro plugin installed and activated to use this add-on. It does not work with the free version of Bookly.

2. Key Features & Functionality

The add-on provides a simple interface to create various types of custom fields. These include:

Text Field: For short, single-line answers (e.g., "Company Name," "Pet's Name").

Text Area: For longer, multi-line answers (e.g., "Please describe your project requirements," "Reason for visit").

Checkbox Group: Allows customers to select multiple options (e.g., "Which of the following areas are you interested in?").

Radio Buttons: Allows customers to select only one option from a list (e.g., "Are you a new or returning client?").

Dropdown Menu: A space-saving way to let customers select one option from a list (e.g., "How did you hear about us?").

Date Field: For collecting dates, like a date of birth.

File Upload: Allows customers to attach a file to their booking (e.g., a doctor's referral, a design brief, a photo of a broken item).

Star Rating: Lets customers provide a rating, which can be useful for follow-up forms.

Address Fields: A pre-formatted set of fields for collecting a full address.

3. Why You Might Need This Add-on (Use Cases)

This add-on is essential for any business that needs specific information from a client to properly prepare for an appointment.

Industry/Use Case

Example Custom Fields

Health & Wellness (Salons, Spas, Clinics)

• "Do you have any allergies?" (Text Area)<br>• "Please upload your doctor's referral." (File Upload)<br>• "Reason for today's visit." (Text Area)

Consulting & Coaching (Business, Life, Fitness)

• "What is your primary goal for this session?" (Text Area)<br>• "Company Name & Website" (Text Fields)<br>• "Current fitness level (Beginner, Intermediate, Advanced)" (Radio Buttons)

Repair & Maintenance Services (IT, Auto, Home)

• "What is the make and model of your device/vehicle?" (Text Field)<br>• "Please describe the issue in detail." (Text Area)<br>• "Upload a photo of the damaged area." (File Upload)

Educational Services (Tutors, Music Teachers)

• "Student's Age / Date of Birth" (Date Field)<br>• "Current skill level or grade" (Dropdown)<br>• "Areas needing the most focus" (Checkbox Group)

General Business

• "I agree to the Terms and Conditions." (Single mandatory Checkbox)<br>• "How did you hear about us?" (Dropdown)

4. How It Works

Installation: You install and activate the add-on just like any other WordPress plugin.

Creation: A new menu item called "Customer Information" will appear under your Bookly menu in the WordPress dashboard.

Configuration: In this section, you can create new fields. For each field, you can:

Give it a name/label (the question you're asking).

Choose the field type (e.g., dropdown, text area).

Make the field required (the customer cannot complete the booking without filling it out).

Bind the field to specific services. This is a very powerful feature. For example, you can have a "Project Brief" field that only appears when a customer books a "Web Design Consultation" service, but not when they book a "General Inquiry" call.

Display: The fields you create will automatically appear on the "Details" step of your front-end Bookly booking form.

Viewing Information: The data collected from these custom fields is displayed directly within the appointment details in your Bookly Calendar in the backend. You can also use special placeholders to include this information in your email and SMS notifications.

Summary

The Bookly Customer Information (Add-on) is an indispensable tool for businesses that want to:

Gather Essential Data: Collect all necessary information upfront to prepare for appointments.

Personalize Services: Understand the client's needs before they even arrive.

Streamline Workflow: Reduce the need for back-and-forth emails or calls to get more details.

Improve Professionalism: Show clients that you are thorough and detail-oriented.

You can purchase and download it from the Envato Market (CodeCanyon), which is the official marketplace for all Bookly add-ons.