Collect Customer Profile Fields in Online Booking
With a Square Appointments Plus or Premium subscription, you can use Customer Profile Fields to collect custom information from customers when they book online so you can book accurately and customize services or classes to your customer’s preferences.
Customer profile fields enable you to collect additional custom information in addition to default information collected during booking (first name, last name, phone number and email).
Online booking must be enabled to use this feature. Learn how to enable online booking here.
Create Customer Profile Fields
Your customer directory will have the following fields created by default:
Birthday
Address
If you’d like to collect additional fields, you can create custom fields. Learn how to create custom fields here.
Add Customer Profile Fields to Online Booking
Once you’ve created the customer profile fields you want to collect, you can add those fields to your online booking flow.
From Square Dashboard:
Sign in to your Square Appointments Dashboardand navigate to Online Booking > Settings. Scroll down to “Customer profile fields.”
You can add fields to collect when clients book appointments and classes by clicking “Add Custom Field” under “When clients book an appointment” or “When clients book a class.”
Select a field > click Save. Customers will now be asked to input that field when booking online.
From Square Appointments POS App:
Open your Square Appointments POS app.
Select More > Online Booking. Under Settings tap “Customer profile fields.”
You can add fields to collect when clients book appointments and classes by clicking “Add Custom Field” under “When customers book an appointment” or “When customers book a class.”
Select a field > click Save. Customers will now be asked to input that field when booking online.
Note: You can add up to 5 fields to collect. Fields are optional and not required for clients to fill out when booking online. To edit the order in which fields display, remove fields and add them again in the desired order.
Remove Customer Profile Fields from Online Booking
You can stop collecting fields during online booking at any time.
From Square Dashboard:
Sign in to your Square Appointments Dashboard and navigate to Online Booking > Settings. Scroll down to “Customer profile fields.”
For any field that you want to stop collecting when customers book an appointment, under “When clients book an appointment,” click the trash icon > Remove.
For any field that you want to stop collecting when customers book a class, under “When clients book a class,” click the trash icon > Remove.
From Square Appointments POS App:
Open your Square Appointments POS app.
Select More > Online Booking. Under Settings tap Customer profile fields.
For any field that you want to stop collecting when customers book an appointment, under “When clients book an appointment,” click the trash icon > Remove.
For any field that you want to stop collecting when customers book a class, under “When customers book a class,” click the trash icon > Remove.
View Customer Profile Fields
You can view customer profile fields on appointments and classes, as well as on the customer profile in Directory.
Viewing Profile Fields on Appointments:
When customers fill out profile fields while booking appointments online, you can view profile fields on their appointments under Customer.
You can also see profile fields when you create or edit an appointment.
Viewing Profile Fields on Classes:
When customers fill out profile fields while booking classes online, you can view profile fields on their appointments under Customer.
Viewing Profile Fields in Customer Directory:
You can also view fields on the customer’s profile in Customer directory. To customize the display order of fields, go to the Settings tab and select the Configure Profiles.