(+/-) Button custom field
Custom fields allow you to know exactly what your customers need while they schedule an appointment. You can add different types of custom fields for each service you provide. You can use the (+/-) button field type to ask your customers to specify a certain amount of something regarding their booking, giving them a plus or minus button to increase or decrease the quantity they need for a certain thing to easily meet their satisfaction.
Table of contents:
- What is the (+/-) button field type?
- How to set up a (+/-) button?
- How does the (+/-) button field appear for admins while creating/editing a booking?
- How does the (+/-) button field appear for admins while viewing a booking?
- How does the (+/-) button field appear for fieldworkers in the app while creating a booking?
- How does the (+/-) button field appear for fieldworkers while viewing a booking?
- How does the (+/-) button field appear for customers while creating a booking?
- How does the (+/-) button field appear for customers while viewing a booking?
- Can the (+/-) button field type affect service pricing?
What is the (+/-) button field type?
The (+/-) button field type allows your customers to specify a certain amount of something regarding their booking using a plus or minus button to increase or decrease the quantity they need for a certain thing. For example, if you offer a dog grooming service you can ask your customer about how many dogs they wish to perform the service on.
How to set up a (+/-) button?
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, 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 (+/-) button from the drop-down menu. To learn more about creating custom fields click here.
- Enter the title that will appear next to the button, then specify the minimum and maximum value for their selection.
- Then select whether you want it to affect the pricing or not using the toggle button, you can add additional cost and additional time according to the service performed.
How does the (+/-) button 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 Booking > 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 (+/-) button field appear for admins while viewing a booking?
- To view your booking, go to Bookings > Upcoming or past bookings and select the booking you want to view, you’ll be redirected to the booking details page. Scroll down to the services section you will find the custom field as follows:
How does the (+/-) button field appear for fieldworkers in the app while creating a booking?
- Fieldworkers can create a new booking from the app, go to Bookings > Create a new booking. Go through the booking process until the custom field, and enter the answer in the provided text box.
How does the (+/-) button field appear for fieldworkers while viewing a booking?
- Fieldworkers can view bookings from the fieldworker application, go to Bookings > Upcoming or past bookings, so they can select the booking they want to view. Under the service section, they’ll find the custom field with its answer as shown below.
How does the (+/-) button field appear for customers while creating a booking?
- Customers can schedule appointments through the customer portal. Go to the customer portal, select a service, then click on ‘Schedule an appointment’. Custom fields will appear during the booking process as shown below.
- To learn more about how your customers schedule appointments, click here.
How does the (+/-) button field appear for customers while viewing a booking?
- Customers can view their booking from the customer portal, go to My bookings then click on a booking to view it.
- Under the services section, customers can view the custom fields related as shown below.
Can the (+/-) button field type affect service pricing?
- Some custom fields can affect the service pricing, as some custom fields can cost additional amount when selecting. Usually, these fields can cost additional money as they can require more equipment, more time..etc.
- As for the (+/-) button field type it affects the service pricing, as you can add additional cost and additional time to this custom field type when selecting it. The pricing will be affected once the customer answers the question.
For more information please visit Octopuspro user guide, and subscribe to our youtube channel.