Bookings - Create custom fields Tutorial

In this video, you will learn how to create custom fields in Microsoft 365. The video covers the steps to create 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.

1:12
2392 views

Available in Microsoft365

Objectifs :

This video aims to guide users on how to add custom fields to service reservations, allowing for the collection of additional information from customers during the booking process.

Chapitres :

Introduction to Custom Fields in Reservations
When customers make a reservation, they are required to fill out mandatory fields that you defined during the service creation process. However, you may want to gather additional information from your customers. This guide will walk you through the steps to add custom fields to your service reservations.
Accessing the Service Edit Menu
To begin adding custom fields, navigate to the 'Services' section. Here, you can select any existing service that you wish to modify. Once selected, click on 'Edit Service' to open the editing options.
Adding Custom Fields
In the popup that appears after clicking 'Edit Service', locate and click on 'Custom Fields'. At the bottom of this section, you will find the option to 'Add a custom field'.
Choosing the Field Type
You will need to select the type of custom field you want to create. There are two main options: - **Text Question**: This allows you to ask a direct question, enabling you to gather specific information from the customer. - **Drop Down Question**: This option displays a question along with a list of answers in a dropdown menu. You will enter your question and then add the possible options for the customer to select from.
Saving and Activating the Custom Field
After you have configured your custom field, click on 'Save changes' to create it. Once the field is created, you have the option to activate it and mark it as mandatory if necessary, ensuring that customers must provide the information before completing their reservation.
Conclusion
By following these steps, you can effectively gather additional information from customers during the reservation process. This not only enhances the booking experience but also allows you to tailor your services to better meet customer needs.

FAQ :

What are mandatory fields in a reservation?

Mandatory fields are the required fields that customers must fill out when booking a reservation. These fields are set by the service provider during the service creation process.

How can I add custom fields to my reservation service?

To add custom fields, go to the Services section, select an existing service, click on Edit Service, then navigate to Custom Fields. From there, you can click Add a custom field and choose the type of field you want.

What types of custom fields can I create?

You can create Text Questions, which require written responses, or Drop Down Questions, which allow customers to select from a list of predefined answers.

Can I make custom fields mandatory?

Yes, once you create a custom field, you can activate it and mark it as mandatory if you want customers to fill it out before completing their reservation.

What should I do after adding a custom field?

After adding a custom field, make sure to click on Save Changes to ensure that your modifications are stored and applied to the reservation process.

Quelques cas d'usages :

Collecting Dietary Preferences for Event Reservations

A catering service can use custom fields to ask customers about their dietary preferences when booking an event. By adding a Drop Down Question with options like 'Vegetarian', 'Vegan', and 'Gluten-Free', the service can ensure that all guests' needs are met.

Gathering Special Requests for Hotel Bookings

A hotel can implement custom fields to collect special requests from guests, such as room preferences or additional amenities. By using Text Questions, the hotel can gather detailed information to enhance the guest experience.

Enhancing Customer Feedback for Reservations

A restaurant can add custom fields to reservation forms to solicit feedback on customer experiences. By including a Text Question asking for comments or suggestions, the restaurant can gather valuable insights to improve service.

Streamlining Group Bookings for Tours

A tour company can use custom fields to collect information about group sizes and specific interests from customers booking tours. This can be done through a combination of Drop Down Questions and Text Questions to tailor the tour experience.

Improving Event Planning with Client Information

An event planner can utilize custom fields to gather detailed information about clients' needs and preferences when booking services. This can include Text Questions for specific requests and Drop Down Questions for selecting service options.

Glossaire :

Mandatory Fields

Fields that must be filled out by customers when making a reservation. These fields are defined by the service provider during the creation of the service.

Custom Fields

Additional fields that can be added to a reservation form to collect extra information from customers beyond the mandatory fields.

Text Question

A type of custom field that allows the service provider to ask a direct question, requiring a written response from the customer.

Drop Down Question

A type of custom field that presents a question along with a list of possible answers in a drop-down menu format, allowing customers to select one option.

Save Changes

An action that confirms and stores any modifications made to the service or custom fields.

00:00:02

When customers book a reservation,

00:00:04

they fill out the mandatory fields you

00:00:07

defined when creating the service.

00:00:08

You may want your customers to

00:00:11

provide additional information

00:00:12

when making a reservation.

00:00:14

To do this, go to Services,

00:00:17

select any existing service

00:00:19

and click on Edit Service.

00:00:22

In this popup, click Custom Fields.

00:00:26

At the bottom, click Add a custom field.

00:00:30

Select the field type you want.

00:00:33

Text question.

00:00:34

Allows you to ask a direct question.

00:00:37

This gives you the

00:00:39

information you want or need.

00:00:41

Drop down question displays a question

00:00:43

and a list of answers in a drop down menu.

00:00:47

You enter your question and then add options.

00:00:56

Here are the answers that can be selected

00:00:59

by the person making the reservation.

00:01:02

Click on Save changes.

00:01:03

Once the field is created you can activate

00:01:06

it and mark it mandatory if needed.

Mandarine AI: WHAT YOU SHOULD KNOW

RELATED COURSES This tutorial is part of the following courses

3780 Views

Microsoft Bookings Video Training - Getting Started with Microsoft Bookings

Learn about the features and benefits of Microsoft Bookings and how its booking system works.

ALL COURSES