Linking custom fields to services
Custom fields allow for a better understanding of your customers’ needs when they are scheduling an appointment. You can add different types of custom fields for each service you provide and gather all the needed information to provide your customers with a happy, fulfilling, and efficient experience.
You can connect multiple custom fields to the same service, and you can connect the same custom field to multiple services – so it’s a many-to-many relationship that allows the reuse of custom fields.
Make sure that you have attached the appropriate custom fields to the appropriate services.
Table of contents:
- Assigning custom fields to services from the custom field tab
- Create a new custom field for services from the add/edit service page
- Adding existing custom fields to services from the add/edit service page
Assigning custom fields to services from the custom field tab
To set up a custom field, you can either add it while creating a new service or create a new one from the custom fields page, to learn more about adding a custom field while creating a new service click here.
After creating a new custom field, if you want to connect a “Custom field” to a “Service”, go to Settings > Services Settings > Custom Fields, you’ll be directed to the custom fields page. Then you can select the custom field that you want to connect to by selecting its checkbox.
Then select the “Assign a custom field to a service” button, a pop-up window will appear and you can select the services that you want to link a custom field with.
Then click Save, and it will be added successfully.
If you need to edit this connection later you can select the “Modify Services” checkbox on the far right of that custom field as follows:
Create a new custom field for services from the add/edit service page
To create a new custom field from the edit service page, go to Settings >Services Settings > Custom Fields, you’ll be directed to the edit service page. under services, you can select the service you wish to edit.
After selecting the edit button, select custom fields then click on “Add New” button, and now you can choose to create a new custom field or add an existing custom field to the service.
By selecting “Create new custom field”, a pop-up window will appear to create your custom field as follows:
Adding existing custom fields to services from the add/edit service page
To add an existing custom field from the edit service page, go to Settings >Services Settings > Custom Fields, you’ll be directed to the edit service page under services, select the service you wish to edit.
After selecting the edit button, select custom fields then click on “Add New” button and choose “Add existing custom field” to your service.
By selecting “Add existing custom field”, a pop-up window will appear to select one of your existing custom fields that is related to your service to add it as follows:
Then click on “Add”, editing custom field pop-up window will be displayed to edit the custom field that you’ve added to your service.
For more information please visit Octopuspro user guide, and subscribe to our youtube channel.