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Bookings - Create custom fields Tutorial

In this video, you will learn how to create custom fields in Microsoft 365. The video covers the process of creating custom fields and demonstrates how to customize them according to your specific needs.
This will help you enhance your productivity and organization within the Microsoft 365 environment.

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Description

Objectifs :

This document aims to provide a comprehensive guide on how to create and manage custom fields for customer reservations, enhancing the information collected during the booking process.

Chapitres :

Introduction to Custom Fields
In the reservation process, it is essential for businesses to gather specific information from customers. Custom fields allow you to tailor the booking form to collect additional data that may be crucial for your services.
Creating Custom Fields
To create custom fields, follow these steps: 1. Navigate to the Booking page. 2. Go to Settings. 3. Select Custom Fields. 4. Click on the option to add a new field. You can choose from different types of fields to suit your needs.
Types of Custom Fields
There are two primary types of custom fields you can create: - **Text Question**: This allows you to ask a direct question, enabling you to gather specific information from the customer. - **Dropdown Question**: This presents a question along with a list of answers in a dropdown menu. You will enter your question and provide multiple options for the customer to select from.
Modifying Services to Include Custom Fields
After creating your custom fields, you need to associate them with the relevant services. To do this: 1. Return to your services list. 2. Select the service you wish to modify. 3. In the popup window, click on the menu to view default fields. 4. Below the default fields, you will see your custom fields. 5. Activate the desired custom field and, if necessary, mark it as mandatory.
Conclusion
By implementing custom fields in your reservation process, you can enhance the information collected from customers, leading to better service delivery and customer satisfaction. This guide provides a clear pathway to creating and managing these fields effectively.

FAQ :

What are custom fields in a reservation system?

Custom fields are additional fields that you can create to collect specific information from customers when they make a reservation, allowing for more tailored data collection.

How do I add custom fields to my booking page?

To add custom fields, go to the settings under the Booking page, select Custom fields, and click to add a new field. You can choose between a text question or a dropdown question.

Can I make a custom field mandatory?

Yes, after creating a custom field, you can activate it and set it as mandatory, requiring customers to fill it out before completing their reservation.

What types of questions can I ask using custom fields?

You can ask direct questions using text questions or provide a list of options for customers to choose from using dropdown questions.

Why should I use custom fields?

Using custom fields allows you to gather more detailed information from customers, which can help improve service delivery and customer satisfaction.

Quelques cas d'usages :

Collecting Dietary Preferences

A restaurant can use custom fields to ask customers about their dietary preferences or restrictions when making a reservation, ensuring that they can accommodate special requests.

Event Planning

An event planner can create custom fields to gather information about the type of event, number of guests, and specific requirements, allowing for better preparation and service.

Travel Booking

A travel agency can implement custom fields to collect information about customers' travel preferences, such as preferred flight times or hotel amenities, enhancing the booking experience.

Service Customization

A spa can use custom fields to ask clients about their preferred treatments or any allergies, allowing for a more personalized service experience.

Feedback Collection

After a service is rendered, businesses can use custom fields to gather feedback on customer satisfaction and areas for improvement, helping to enhance future services.

Glossaire :

Reservation

A reservation is a request made by a customer to secure a service or product for a specific time and date.

Custom Fields

Custom fields are additional fields that can be created to gather more specific information from customers beyond the standard fields provided.

Booking Page

The booking page is the online interface where customers can make reservations for services.

Text Question

A text question is a type of custom field that allows the user to input a direct answer in text format.

Dropdown Question

A dropdown question is a custom field that presents a question with a list of predefined answers in a dropdown menu for the user to select from.

Mandatory Field

A mandatory field is a required field that must be filled out by the customer before they can complete their reservation.

Available in Microsoft365

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When a customer fills out a reservation,

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they have to fill in all the

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fields that you have defined

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when you created a service. Among the

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existing fields, you may add more to

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obtain more information from customers.

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To do this, create custom fields.

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Under Booking page, go to settings

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and then to "Custom fields".

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You click here to add one.

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You can choose any field.

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"Text question"

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allows you to ask a direct question.

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This gives you the information

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you want or need.

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"Dropdown question" displays a question

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and a list of answers in a dropdown menu.

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You enter your question and then add options.

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These are the answers that the person

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making the reservation must have selected.

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After creating the fields,

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you must return to your services and

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modify the one to which you want

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to add a personalized question.

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In the popup window, click this menu.

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Here the default fields appear.

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Below are your custom fields.

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You can activate your field and

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if needed make it mandatory.

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