Bookly Customer Information (Add-on)

Booking forms can gather more than the details needed to schedule an appointment. This add-on lets Bookly users collect customer birthdays, addresses, and other information alongside bookings. Keeping these details with customer profiles gives businesses a place to refer to them when preparing for appointments or managing client records.

Businesses can add custom fields to collect information specific to their services or industry. Customer profiles can then hold these details alongside addresses and birthdays, while the add-on works within the Bookly booking system. Its mobile-friendly interface supports accessing and updating customer information on the go.

Features

• Collect birthdays: Record customer birthdays in their profiles, giving businesses that detail when planning personalized greetings or communications.
• Store addresses: Keep customer addresses with booking information for reference when managing in-person appointments, deliveries, or service areas.
• Create custom fields: Add custom fields tailored to a business's needs to collect customer details beyond birthdays and addresses.
• Manage customer profiles: Store customer information in profiles within the Bookly booking system for reference when managing client services.
• Organize customer data: Keep collected customer details organized in one place to support administrative work and reduce data-entry errors.
• Access details on mobile: Use the mobile-friendly interface to access and update customer information while away from a desktop.

Best for

• Businesses using the Bookly booking system
• Appointment-based service providers
• Businesses that collect customer-specific details