Collect customer profile fields in online booking
About collecting customer profile fields in online booking
You can use customer profile fields to collect customer information when they book online for more accurate bookings and customize their services or classes.
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). 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 in your Customer Directory.
Before you begin
Before you start collecting customer profile fields, you need to set up online booking. Learn how to set up online booking.
You can add and remove customer profile fields to online booking from your Square Dashboard, the Square Appointments POS app, or the Square Point of Sale app.
You can also view customer profile fields on appointments and classes, as well as on the customer profile in your Customer Directory.
Add customer profile fields to online booking
Once you’ve created the customer profile fields, you can add those fields to your online booking flow.
- Sign in to Square Dashboard and go to Appointments > Online booking > Settings.
- Under Customer profile fields, click Add custom field under When clients book an appointment or When clients book a class.
- Select a field > Save.
Customers will be asked to input that field when booking online.
From your Square Point of Sale app in bookings mode or your Square Appointments POS app:
- Open your app and select More > Online Booking.
- Under Settings, tap Customer profile fields.
- Tap Add custom field under When clients book an appointment or When clients book a class.
- Select a field > Save.
Customers will be asked to input that field when booking online.
You can add up to 5 fields to collect information. 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.
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.
View customer profile fields
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.
View fields on the customer’s profile from your Customer directory. To customize the display order of fields, go to Settings > Configure profiles.
Remove customer profile fields
- Sign in to Square Dashboard and go to Appointments > Online booking > Settings.
- Under Customer profile fields, click the trash icon > Remove under When clients book an appointment or When clients book a class.