Summary
Appointment custom fields let you add extra, customizable information to each appointment. You can configure them based on your needs and decide whether they will be visible to your cleaners.
Access Appointment Custom Fields
Create a Custom Field
On the next page, click the Add Appointment Custom Field.
In the pop-up window, choose the field type:
1. Checkbox
2. Dropdown
3. Short Text
4. Long Text
Configuration Options
Hide From Cleaners → Check this box if you don’t want the field visible to cleaners.
Checked By Default → Available only for Checkbox fields. Makes the box checked automatically.
Save and Manage Fields
Click Save to create the custom field.
In the Actions column, you can edit or delete any fields you created.
Use in Appointments
When you create or edit an appointment, the appointment custom fields you set up will appear and be available to fill in.
Keywords:
Appointment Custom Field
Schedule Custom Field
Checklist
Appointment Note
How To Create Searchable Fields