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Discussion on Bookly Customer Information (Add-on)

Discussion on Bookly Customer Information (Add-on)

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68 comments found.

VervloetKimberly

VervloetKimberly Purchased

over 4 years ago

Is there a shortcode available to display content from this plugin within the e-mail notifications such as {client_custom}? I would like to display the custom field in the mail notifications so my staff can see the details of the patiënts. Thank You

Bookly-Support Author Team

over 4 years ago

Hi,

Thanks for reaching out.

Please note that the Bookly Customer Information Add-on: https://support.booking-wp-plugin.com/hc/en-us/articles/360001696154-Custom-data-in-client-s-profile-Customer-Information-Add-on- allows you to extend a customer profile with additional data about the client which gives you the option to create various types of custom fields with different questions, collect the required information, and will be available right in the Customers section in Bookly.

To be able to add the {custom_fields} code to the email body, you would need the Bookly Custom Fields Add-on: https://support.booking-wp-plugin.com/hc/en-us/articles/115003963514-Custom-Fields-add-on.

This add-on allows you to create the different types of questions that the clients would need to fill out before the booking confirmation and all these reservation details will be added to your Bookly Calendar and can also be added to the email notifications for both your staff members and customers.

Please note that you can set a condition for displaying a specific custom field only when a certain value is selected (or isn’t selected) in another custom field. Currently, you can add a condition only to Checkbox Group, Radio Button Group, or Dropdown types of custom fields in the If statement.

So it can be added to the email notifications for both your staff members and customers by adding the {custom_fields} code to the email body. Note that the {custom_fields} code is only available for single notifications.

Please check the demo https://booking-wp-plugin.com/demo/custom-fields/ before purchasing to better understand how it works and discern if it fits your business needs.

If you require further assistance or have additional questions/clarifications about Bookly Custom Fields Add-on, please send us an email to sales@bookly.info and mention Ticket #166061, so we can look into this matter for you.

Many thanks,
Richel

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peppies

peppies

over 4 years ago

Hello, I just purchased this addon “Customer Information”. Can it be set up so that I could display different customer information fields for different services? For example service A I want to know how old the customer is, but not for service B? Thank you.

peppies

peppies

over 4 years ago

It would be great if this addon was treated like an “online form” that can have a unique name and be attached to any service individually.

peppies

peppies

over 4 years ago

Seems I purchased the wrong addon! Customer information addon doesn’t do what I need, but Custom Fields addon does! I have already purchased that one and applied for refund on this one. Thank you.

If you care about my feedback I believe the Customer info addon is redundant. Custom field addon has all the features already and more. It only causes confusion.

Bookly-Support Author Team

over 4 years ago

Hello,

Thank you for your feedback. We appreciate it.

The main difference is that the information from the Bookly Customer information fields goes to the Customers section. And the information from the Custom fields relates to the Appointments section.

Let me know if you have any other questions.

Thanks!
Yulia
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marketing894

marketing894

about 5 years ago

Hi. Bought the plugin by mistake. I needed the “custom fields” bookly plugin. Can you please return my payment?

Bookly-Support Author Team

about 5 years ago

Hello,

Thank you for your message.

Please check this link regarding the refund procedure: https://help.market.envato.com/hc/en-us/articles/202821460-Can-I-Get-A-Refund-

Let me know if you have any other questions.

Thanks!
Kate
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evielutions

evielutions

about 5 years ago

Am I allowed to create new sections with this? We want to use this as a booking and intake form but want to be able to break up the sections so it isnt long and overwhelming – https://snipboard.io/JgxNDn.jpg

Bookly-Support Author Team

about 5 years ago

Hi,

Thanks for the interest!

Do you want to create new steps in booking form? If that’s the case, then this option is not available at the moment. New steps will appear, but only if you will use some other functionality, like the Service Extras (Add-on).

Customer information additional fields will be displayed only on the details step of the booking form.

Thanks!
Alex

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Delightfulifedistancehealing

Delightfulifedistancehealing Purchased

about 5 years ago

Hi! Can you please specify how to upload my purchased bookly add-on to Wordpress? When I go to upload it, it gives me the option to upload the front end, autoload, backend, lib, or main php? Do I upload all of them or just one? Just want to make sure I do it correctly as it doesn’t specify. Thank you!

Bookly-Support Author Team

about 5 years ago

Hello,

Thank you for your message.

Please, check installation instruction: https://support.booking-wp-plugin.com/hc/en-us/articles/212174949-Download-Install

Let me know if it works for you.

Thanks!
Kate
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julusha

julusha Purchased

about 5 years ago

Hi!

Is it possible to add columns to the fields (css)? I would like to be able to display some of them as 2 columns and some as 3 columns. Specifically, I have 3 radio button sections that I would like to arrange as 3 columns and text fields as 2 columns. Thank you!

Bookly-Support Author Team

about 5 years ago

Hello,

Thank you for your message.

I’m afraid such option is not supported. You can get in touch with our partners who deal with customization changes and ask for the estimation: https://www.booking-wp-plugin.com/bookly-customization/

Let me know if you have any other questions.

Thanks!
Kate
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DickHo

about 5 years ago

Hello, does this add-on offers the possibility to add a field to upload documents in step 3 (customer’s details)? Thanks in advance. Kind regards.

4 other replies

Bookly-Support Author Team

about 5 years ago

Hello,

Thank you for your message.

You can generate your personal demo version which goes with almost all additional add-ons: https://www.booking-wp-plugin.com/demo-list/ You can activate Custom fields add-on in Plugins section.

Thanks!
Kate
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DickHo

about 5 years ago

Thanks for your message.

I activated Custom fields and file upload add-on, and it seems to work fine EXCEPT for the uploaded document which is not appearing in the attachment field of appointments details in the admin. Is this a limitation of sandbox version?

Thanks in advance. Kind regards.

Bookly-Support Author Team

about 5 years ago

Hello,

Thanks for your message.

Please send us an email to support@bookly.info with this ticket number 139860 so we could look into this matter.

Many thanks,
Richel

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alec_meltzerdes

alec_meltzerdes Purchased

over 5 years ago

Is there a shortcode available to display content from this plugin within the Bookly calendar, such as {client_custom}? If not, would it be possible for me to create a shortcode function which would do so?

Bookly-Support Author Team

over 5 years ago

Hello,

Thanks for your message.

I’m not sure I fully grasped your question. If you mean if you can collect custom information from your customers, you should be able to do so with the Bookly Custom Fields Add-on: https://support.booking-wp-plugin.com/hc/en-us/articles/115003963514-Custom-Fields-add-on which allows you to create the different types of questions which the clients would need to fill out before the booking confirmation and all these reservation details will be added to your Bookly Calendar and can also be added to the email notifications for both your staff members and customers.

Please check the demo https://booking-wp-plugin.com/demo/custom-fields/ to get a better understanding of how it works and be able to discern if it fits your business needs.

If I’m off-base or you have additional questions and concerns, please send us an email to support@bookly.info with this ticket number 135765 and your purchase code for Bookly PRO so we could look into this matter.

Many thanks,
Richel

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LEYNEL

LEYNEL Purchased

over 5 years ago

I want to instal the plugi, buth i always get the message ’’Unpacking the package…

Installing the plugin…

The package could not be installed. No valid plugins were found.

Plugin installation failed.’‘

How come? I want the plugin/add-onn to work.

Bookly-Support Author Team

over 5 years ago

Hello,

Thank you for your message.

Please, make sure that you are installing the right archive. It should be “Wordpress files only”.

Let me know if it works for you.

Thanks!
Kate
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LEYNEL

LEYNEL Purchased

over 5 years ago

Hi,

I wanted to instal the ’’Customer information’’ add-on buth always get the next message:

Unpacking the package…

Installing the plugin…

The package could not be installed. No valid plugins were found.

Plugin installation failed.

What can i do now?

LEYNEL

LEYNEL Purchased

over 5 years ago

I did already purchased the add-onn, so it must work..

Bookly-Support Author Team

over 5 years ago

Hello,

Thank you for your message.

Please, make sure that you are installing the right archive. It should be “Wordpress files only”.

Let me know if it works for you.

Thanks!
Kate
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soldaniels

soldaniels Purchased

almost 6 years ago

Hi! I love the idea of the Customer Information add-on as a way to save the client’s last appointment info and have the fields pre-filled. That way, they only need to change what is different. The problem is, there is no way to include these options in the staff booking email or in the client email as a verification for all of their choices. I saw in an earlier post you have no shortcode for this info, so my quesiton is, why not? You have a shortcode for everyhting else. How hard would it be to make it?

Bookly-Support Author Team

almost 6 years ago

Hello,

Thank you for your message.

You can check our Bookly Custom fields add-on: https://codecanyon.net/item/bookly-custom-fields-addon/21113970

This add-on works almost the same way. And there is an option to include custom fields information into email notifications: https://support.booking-wp-plugin.com/hc/en-us/articles/115003963514-Custom-Fields-add-on

Let me know if it works for you.

Thanks!
Kate
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thaisvilanova

thaisvilanova Purchased

almost 6 years ago

hi, I just upgraded Wordpress to 5.4 and received the following email:

,,,,the page where the error was found (/wp-admin/admin.php?page=bookly-calendar) WordPress version 5.4 Current theme: Clinical School (version 1.0.0) Current plugin: Bookly Pro (Add-on) (version 2.3) PHP version 7.1.33 Error details

An error of type E_ERROR was caused at line 40 of the /home1/esco0932/public_html/wp-content/plugins/bookly-addon-pro/backend/components/dialogs/appointment/attach_payment/templates/attach_payment.php. Error message: Uncaught Error: Call to undefined method Bookly \ Backend \ Components \ Controls \ Buttons :: renderCustom () in / home1 / esco0932 / public_html / wp-content / plugins / bookly-addon-pro / backend / components / dialogs /appointment/attach_payment/templates/attach_payment.php:40 Stack trace:

  1. 0 /home1/esco0932/public_html/wp-content/plugins/bookly-responsive-appointment-booking-tool/lib/base/Component.php(49): include ()
  2. 1 /home1/esco0932/public_html/wp-content/plugins/bookly-addon-pro/backend/components/dialogs/appointment/attach_payment/proxy_providers/Local.php(17): Bookly \ Lib \ Base \ Component :: renderTemplate (‘attach_payment’)
  3. 2 [internal function]: BooklyPro \ Backend \ Components \ Dialogs \ Appointment \ AttachPayment \ ProxyProviders \ Local :: renderAttachPaymentDialog (NULL)
  4. 3 /home1/esco0932/public_html/wp-content/plugins/bookly-addon-pro/lib/base/Proxy.php(29): ReflectionMethod-> invokeArgs (NULL, Array)
  5. 4 /home1/esco0932/public_html/wp-includes/class-wp-hook.php(287): BooklyPro \ Lib \ Base \ Proxy :: BooklyPro \ Lib \ Base \ {closure} (NULL)
  6. 5 / home1 / esc

what can I do?

thanks, thais

Bookly-Support Author Team

almost 6 years ago

Hello,

Thank you for your message.

Please send us an email to support@bookly.info with this ticket number #123478 and the purchase code so we could look into this matter.

Thanks!
Kate
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bandrichard

bandrichard Purchased

almost 6 years ago

Hi ! We have a big problem (confidentiality issue) with your plugin. The customer list show ALL clients to everyone (to all staff members). It is needed to filter the list per staff (like that 1 staff member see only his customer list). Could you please tell us how to do ? This is very URGENT ! Thanks !!

Bookly-Support Author Team

almost 6 years ago

Hello,

Thank you for your message.

Currently, such option is not supported. You can leave your request here: https://ideas.booking-wp-plugin.com/boards/feature-requests and if it gets enough votes, it might be implemented in the future release.

You can also get in touch with our partner which deals quite good with such customization request and has a lot of expertise in dealing with Wordpress and our product – WP Kraken. Please click the “Get quote” button at this page https://wpkraken.io/?ref=bookly and explain your requirements.

Thanks!
Kate
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lepounch

lepounch

almost 6 years ago

Hi,

Is it pissible to create dated notes on customer ? And so, each day, we have unlimited note on customer.

Thank you

Bookly-Support Author Team

almost 6 years ago

Hello,


Thanks for contacting us.
Could you please clarify what do you mean by create dated notes on customer? In the Bookly – Customers when editing the customer information you have the Notes field: https://prnt.sc/r37kp2 where you can add notes from the backend. However, these notes are related to the customer in general and are not connected to certain dates. The notes related to the appointment can be added in the same way in the Bookly – Appointments section – Internal notes when editing the appointment: https://prnt.sc/r37lt4
You can contact us at support@bookly.info for any additional questions.


Regards,
Olya
Bookly Customer Support

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lisarae

lisarae

about 6 years ago

What is the difference between the Bookly Customer Information Add-on and the Bookly Custom Fields Add-on?

Bookly-Support Author Team

about 6 years ago

Hello,

Thank you for your message.

There is no big difference between these add-ons. But Custom fields can be connected to a specific service: http://joxi.ru/a2XqW3ZTDM5XlA I advise you to generate your personal demo version which goes with almost all additional add-ons to see if these add-ons suit your needs: https://www.booking-wp-plugin.com/demo-list/

Thanks!
Kate
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naguibihelek

naguibihelek

about 6 years ago

What’s the difference between the Custom Fields and Customer Information plugins?

Nagui

Bookly-Support Author Team

about 6 years ago

Hello,

Both add-ons are quite similar, though there are some differences between them.

The Customer Information Add-on extends a customer profile with additional data about the client. It adds it right in the Customers section in Bookly. You may read more information about it here While the Custom Fields add-on is created to get more information mainly about the appointment. Check more information here

I’d also advise you to generate your personal demo version including all add-ons to check the functionality. Enter your email in this field and click the “configure” button: here

Thanks!

Iurii

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psksolution

psksolution Purchased

about 6 years ago

Hello i baught the addon but is not working with my plugin.

Bookly Customer Information (Add-on) The plugin has been deactivated.

Bookly Pro v2.1 is required.

Bookly-Support Author Team

about 6 years ago

Hello,

Thanks for your message.

Please send us an email to support@bookly.info with this ticket number 114531 and your purchase code for Bookly Pro so we could look into this matter.

Many thanks,
Richel

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airetecnica

airetecnica

over 6 years ago

it is possible to edit the customer field and add another field at the top shown

Bookly-Support Author Team

over 6 years ago

Hello!

Thanks for reaching out.

I’m not quite sure I understand you correctly. Could you please specify what field do you want to edit and where do you want to add another field?

Please, send a screenshot.

Thanks!
Julia
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wbmau

wbmau

over 6 years ago

Hi, pre-sale question. We need to create fields to detail and register things about the customer. I don’t wanna that they see this, its just for the salon. Is it possible? And will we have a page to see all details of each customer registered? Thanks

Bookly-Support Author Team

over 6 years ago

Hello,

Thank you for your message.

Do you mean that you want to add additional fields in Customers section? You can use notes option for adding additional information about your customers http://prntscr.com/phca7c

Will be waiting for your reply.

Thanks!
Kate
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schnitzel Purchased

almost 7 years ago

Hi,

i would like to use the customer information in my calendar or in an email. Is there a shortcode for it?

Something like [client_customer…]

Thank you

Bookly-Support Author Team

almost 7 years ago

Hello,

Thank you for your message.

I’m afraid such shortcode is not supported. You can find all possible shortcodes in Settings – Calendar: http://prntscr.com/nd9bvs

Thanks!
Kate

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