Toggle button field type

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Toggle button field type

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 toggle button custom field type to let your customers switch the toggle on or off for their customized service in their booking.

Table of contents:

What is the toggle button field type?

The toggle button field type allows users to answer a yes or no question while selecting custom fields data for a service when your customers are scheduling an appointment.  So, for example, if your custom field requires your customers to provide only one answer, you can select that field to avoid confusion and they will just switch the toggle on or off. 

How to set up a toggle 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, 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 Toggle from the drop-down menu under Field Type. To learn more about creating custom fields click here.

Then click on Save.

How does the toggle 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 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 toggle button field appear for admins while viewing a booking?

To view your booking, go to Bookings > All 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 toggle button field appear for field workers 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 switch the toggle button field depending on their request. 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 switch the toggle if requested.

How does the toggle button 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 > All 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 toggle button field appear for customers while creating a booking?

When customers are scheduling bookings through the customer portal,  they will be able to switch the toggle on or off according to their needs 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 toggle button 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 Toggle button field type affect the service pricing?

Some custom fields can affect the service pricing, as some custom fields can cost additional money when selecting. Usually, these fields can cost additional money as they can require more equipment, more time..etc. as for the toggle button field type, it affects the service pricing as your customers are asked to switch the button on or off as a “Yes or No” answer for a specific question related to their selected service; so you can manage to add additional prices to your custom fields.

While creating a custom field and after selecting the toggle button field type, a toggle button will appear below the field type to select whether you want this toggle to affect the service price or not. by enabling it, you can add additional cost to the service which will be added to the total. 

After adding the additional cost it will be displayed while your customers are scheduling appointments.

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