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GoReminders
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Can I enter additional customer information when I create an appointment?

Here’s how you can enter a customer’s address, date of birth, or any other info that pertains to that specific customer.

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If you need more information fields for your GoReminders New Appointment Form and Booking Form, or if you want to have customized Template Tags to be included in your Message Templates, you can do that!

Follow these steps to create your Custom Fields and Tags:

  1. Go to Settings > Customers.

  2. Enter up to 3 Custom Fields in the provided text boxes.

  3. You can choose where you want the Custom Fields to appear. To do this, check any of the following boxes:

    1. Appointment form

    2. Booking form

    3. Calendar tab

    4. Your External Calendars – Whether or not to show in your external calendars that you have set up under Settings > Calendar, such as Google Calendar or Microsoft Outlook, and also any Staff external calendars you have invited your Staff to under Settings > Staff with the Invite to Calendar option in the staff detail form.

    5. Customer Calendars – Whether or not to show in your customer’s external calendars, if they use the add to calendar link in a reminder to add your appointment to their Google, Microsoft, or other calendar.

  4. To make the Custom Fields required on your Booking Form, go to Settings > Booking.

  5. Then scroll down to the “Customer Custom Fields” section. Make sure that both “Show on form” and “Make field required” are checked.

  6. Click Save.

The Custom Fields will also be available Template Tags for your Message Templates in Settings > Reminders.

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