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How to Add an Appointment Custom Field
How to Add an Appointment Custom Field
Courtney Wisely avatar
Written by Courtney Wisely
Updated over a week ago

Summary:

  • Appointment Custom Fields allow you to add additional, specific information to each appointment, tailored to the needs of your business and making organization easier.


Creating an Appointment Custom Field

  • Click on the Settings icon and then Scheduling, then Appointments Custom Fields.

  • On the next page, click the Add Appointment Custom Field.

  • You will see a pop-up prompting you to create a custom field which lets you choose if you want it to be a checkbox, dropdown, short text, or long text type.

  • Check the box Hide from cleaners? if you want it hidden from your cleaners.

  • Check the box Checked by default if the Appointment Custom Field is a Checkbox type and you want it to be checked by default.

  • Click Create Field.

  • You can also edit or delete the fields you made under the Actions column.

  • The next time you create/edit an appointment, the appointment custom fields you've created will show up.


Keywords:

Appointment custom field, schedule custom field, checklist, appointment note, how to create searchable fields

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