Collecting new client details upon online booking
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Bonnie Pilgrim
Would love to be able to set certain fields that new client must fill out when booking an online appointment. Birthdays ( for identification but also gifting programs) Postcode (collecting stats on demographics) How the heard about us ( helps us be prepared for the appointment) also making the notes section a little more prominent would help.
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Claire Pritchard
Would be great if they completed all their details or we could choose which information is compulsory to complete when booking/registering online.
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Laurie Livingstone
Yes make it mandatory for them to upload a photo of themselves now and an inspiration photo to be able to book online. People typically choose the wrong service because they don't want to pay the higher price of the service they actually require.
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Jens .
Dem Vorschlag wollte ich mich ebenfalls anschließen.
Auch wir würden uns wünschen, selbst festlegen zu können, welche Felder bei der Online-Terminreservierung verpflichtend sind – insbesondere die Adressdaten des Kunden sind für uns relevant.
Wer befürchtet, dass zu viele Pflichtfelder abschreckend wirken, kann ja weiterhin eine minimalistische Abfrage nutzen. Die Flexibilität sollte aber jedem Systemnutzer offenstehen.
Auch die Idee, die Notizen prominenter darzustellen, finde ich sehr hilfreich.
Und eine explizite Bestätigung der AGBs wäre ebenfalls ein sinnvolles Feature.
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Samantha Vandivier
Yes! Please Phorest. We have to have all of our new clients fill out a form upon arrival to capture their information. It would be great if a form were sent to all new clients, regardless of whether or not they booked online, or on the phone.
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Sara .
I totally agree!
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Simon (Düsseldorf) Li
They should also provide their address.
We're doing a service contract afterall.
This would also futureproof, if there ever comes a "know your customer" regulation.