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How to Add an Appointment Custom Field

Amar Ghose avatar
Written by Amar Ghose
Updated this week

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

  • Click on the Settings icon and then Scheduling, then Appointments 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

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