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- Managing Leads & Inquiries
- Adding Customer Inquiries
- Website Lead Capture Form
- Customer Portal Inquiry Form
- View Inquiry Details
- Edit Inquiry Details
- Deleting Inquiries
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- Booking Management
- Create a New Booking
- Managing Existing Bookings
- Edit Booking Details
- Repeat / Recurring Bookings
- Delete Bookings
- Export Booking as PDF
- Booking Timeline
- Booking History Log
- Fieldworker Availability Finder
- Nearby Bookings Locator for Proximity Scheduling
- Allocate Multiple Fieldworkers to Booking
- Fieldworker Payroll Management
- Manage Fieldworker Payment for Bookings
- Setting Fieldworker Payment Per Service
- Accept Booking Request On Behalf of Fieldworker
- Admin Approval for Fieldworker Changes
- Manual Push to Google Calendar
- Change Booking Owner
- Contact Fieldworker Regarding Booking
- Contacting Customer Regarding Booking
- Sending Emails for a Booking
- Pause/Resume automated emails
- Pause/Resume automated SMS
- Sending Booking Confirmation
- Service Reminder Automation
- Request Fieldworker Updates
- View Booking Discussion
- Add a comment to a booking discussion
- Add Complaint to a booking
- Adding Booking Attachments
- Adding Images to Bookings
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- Creating New Quotes
- Edit Quote Details
- Edit Quote Number
- Claiming Quote Ownership
- Export Quote PDF
- Deleting Quotes
- Manage Quote Follow Up Date
- Adding Issues / Complaints to a Quote
- Adding Labels to Quotes
- Adding Attachments to a Quote
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- Invoice & Billing Management
- View Invoice Details
- Edit Invoice Breakdown
- Change Invoice Number
- Convert Invoice to Draft
- Convert an Invoice to Void
- Claim Invoice Ownership
- Deleting Invoices
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- Managing Fieldworkers
- Fieldworkers & Subworkers
- Fieldworker Industry Label
- Managing Fieldworkers Lists
- Fieldworker Booking Summary
- Fieldworker Activity Log
- Adding Fieldworkers
- Edit Fieldworker Details
- Update Fieldworker Profile
- Manage Fieldworker Profile
- Fieldworker Email Verification
- Fieldworker Active Services
- Fieldworker Service Areas
- Fieldworker Working Hours
- Manage Fieldworker Availability
- Fieldworker Bank Details
- Activate/Deactivate Fieldworkers
- Blocking / Unblocking Fieldworkers
- Contacting Fieldworkers
- Sending Emails to Fieldworkers
- Sending SMS to Fieldworkers
- Fieldworker Received SMS
- Sending Messages to Fieldworkers via App
- Sending Messages to Fieldworkers Regarding Booking
- Fieldworker SMS Log
- Fieldworker Email Log
- Fieldworker Payment Agreement
- Fieldworker Payment Per Service
- Fieldworker Service Commission
- Fieldworker Payroll Management
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- Business Email Authentication
- Viewing company information
- Company Logos Setup
- Manage Trading Names
- Define Fieldworker Operational Locations
- Third-Party API Integrations
- Google Calendar Integration
- Google Maps API integration
- Display Google Reviews
- Terms and Conditions
- Booking Location Types
- Fieldworker Industry label
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- Managing Services Offering
- Creating a New Service
- Managing Service Categories
- Implement Bulk Discounts / Volume Pricing
- Geographical Pricing
- Creating a Service Package
- Managing Products List
- Creating Custom Fields
- Grouping Custom Fields
- Custom Field Types
- Short Text Input (Text Field)
- Long Text Input (Text Box)
- Date Selection Input
- Time Selection Input
- Increment/Decrement Button (+/-)
- On/Off Selector (Toggle)
- Single Choice Button Display (Button Group)
- Single Choice Selector (Radio button)
- Single Choice Selector (Dropdown)
- Single Selection List Option Field
- Multi-Option Selector (Checkbox)
- Multi-Option Checkbox Button (Checkbox)
- Signature Custom Field
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- Booking Settings Configuration
- Fieldworker Job Assignment Methods
- Fieldworker Permissions
- Fieldworker Profile Customization
- Customer Profile Customization
- Customer Dependents / Properties
- Importing Customer Dependents
- Managing Booking Status
- Complaint / Issue Status List
- Issue / Complaint Types
- Lead Sources List
- Decline Job Request Form
- Property Type List
- Label Management
- Creating Forms & Checklists
- Forms & Checklist Introduction
- Setting Up Forms & Checklists
- Forms & Checklists Usage
- Forms & Checklists Fields Types/Elements
- Forms & Checklists: Use Cases
Date Picker Field Type
Custom fields allow you to know exactly what your customers’ needs when they schedule an appointment. You can add different types of custom fields for each service you provide. You can use the date picker custom field type to let your customers choose a specific date for their customized service in their booking.
Table of contents:
- What is the Date Picker field type?
- How to set up a Date Picker?
- How does the Date Picker field appear for admins while creating/editing a booking?
- How does the Date Picker field appear for admins when viewing a booking?
- How does the Date Picker field appear for fieldworkers in the app while creating a booking?
- How does the Date Picker field appear for fieldworkers while viewing a booking?
- How does the Date Picker field appear for customers while creating a booking?
- How does the Date Picker field appear for customers while viewing a booking?
- Can the Date Picker field type affect the service pricing?
What is the Date Picker field type?
The date picker field type allows users to enter a date while selecting custom fields data for a service when they are scheduling appointments. So, for example, if your custom field requires your customers to only right a specific date, you can select that field to avoid confusion.
How to set up a Date Picker?
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.
- Go to Settings > Services Settings > Custom Fields from the sidebar menu on the left.
- You will be redirected to the custom fields page, and click on ‘New Custom field’.
- A pop-up window will appear to fill in your custom field details. Enter your field label, which can be a question or a title for your custom field, and fill in the rest of the required fields, then select Date picker from the drop-down menu under ‘Field Type’. To learn more about creating custom fields click here.
- Then click on Save.
How does the Date Picker field appear for admins while creating/editing a booking?
After creating the custom field and assigning it to a service, it will appear while creating a new booking.
- Go to the Bookings > Create New from the sidebar menu on the left, scroll down then click on ‘Add service’, and select a service from the pop-up menu. To learn more about creating a booking click here.
- The custom field will appear under the service as follows;
How does the Date Picker field appear for admins when viewing a booking?
- To view your booking, go to Bookings > Upcoming or past bookings and select the booking you want to view, you will be redirected to the booking details page. Scroll down to the services section, where you will find the custom field selected in the booking as follows:
How does the Date Picker field appear for fieldworkers in the app while creating a booking?
- After creating the custom field and assigning it to a service, it will appear to your users while creating a new booking.
- When your fieldworkers are creating bookings through the app, they will be able to pick from the date picker field their requested date. After logging in on the app, from the sidebar menu, they should click on ‘Create A New Booking’ under ‘Bookings’. After filling in the booking details, like selecting a customer, a service, etc.. the custom field will appear under the service as shown below, where they will be able to pick the requested date.
How does the Date Picker field appear for fieldworkers while viewing a booking?
- After the bookings are placed, your fieldworkers can view the bookings from the fieldworker app, by navigating to Bookings > Upcoming or past bookings, and selecting the booking they want to view. Under the service section, they will be able to view the selected custom field as shown below.
How does the Date Picker field appear for customers while creating a booking?
- When customers are scheduling bookings through the customer portal, they will be able to pick from the date picker the date that best suits them depending on the custom field you have added to the service.
- On the customer portal, after selecting a service, and clicking on Schedule an appointment, the date picker field will appear during the booking process as shown below.
How does the Date Picker field appear for customers while viewing a booking?
- After the bookings are placed, customers can view their bookings and their selected custom fields from the customer portal on the booking view page, when logged in with their email or through their booking number.
- After logging in, customers should go to My bookings, then click on the booking to view it. Under the services section, customers can view the custom fields selected as shown below.
Can the Date Picker field type affect the service pricing?
- Some custom fields can affect the service pricing, as some custom fields can cost an additional amount when selected. Usually, these fields can cost additional money as they can require more equipment, more time..etc. As for the date picker field, it doesn’t affect the service pricing, as you cannot add any additional prices to this custom field type when selecting it.
- If you need to edit this connection later you can select the “Modify Services” checkbox on the far right of that custom field.
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