Page Comparison

After the client selects the time your client chooses a timeslot from the scheduler, he/she will go into to the "Your Information panel " screen to enter in his/her name, email, etc. and hit click "Save" to confirm the appointment. A screenshot of the Your (Client’s) Information Tab in the configuration screen is shown below.The other item that is displayed on the Your Client’s Information Tab are any of the custom fields for the service or class that has been selected. You do not, however, apply the custom fields in the Your Client’s Information Tab configuration setup. You  

Any Custom Fields that you have created will also appear under the Client Info Panel; however, you do not apply Custom Fields under this panel. You would apply them by class or by service.

Beneath the screenshot of the expanded tab is a description of each of the components:

Image RemovedTo edit what appears on the "Your Information" screen of your web site, you would use the Client Info Panel to choose and customize various features. First, navigate to the “Scheduler” tab → “Client Info Panel”.

There are various features that you can edit as seen in the screenshot below. Below the screenshot you will find a description for of this panel’s components:

Image Added

• ‘Your Information’ Tab Title – - This is what will display in the header bar to the clients when they click through the scheduler
  Clients can request Text Message reminder – checking this off making sure that the mobile number field is displayed by using the drop down menu below will prompt clients to enter their cell phone numbers to receive a text message reminder XX hours before the appointment (as defined by the staff)
  Name dropdown – You can either have the Your Information panel ask for First name and Last name or ask for the Full name of the clienttext is displayed at the top of the screen and serves as the title of the page.
  
  
• ‘Your Information’ Header Text - This text displays underneath the ‘Your Information’ Tab Title and above the Client information fields.
  
  
• Name - This drop-down allows you to either ask for the clients first and last names, or the client’s full name.
  
  
• Label for First Name field – - If in the name dropdown you select for the Your Information panel you opt to ask clients for their First Name and Last nameName in the Name dropdown, then this field will display. You can change the label to read whatever you’d like for it to.
  
  
• Label for Last Name field – - If in the name dropdown you select for the Your Information panel you opt to ask clients for their First Name and Last nameName in the Name dropdown, then this field will display. You can change the label to read whatever you’d like it to
  Label for Full Name field (not displayed in the screenshot above) – if you select from the Name dropdown for the Your Information panel to ask for the Full name of the client, you can change the label for that field to be whatever you’d like it toit to.
  
  
• Label for Company Name field – - If you select opt for the Company Name field to be displayed, you can change the label for that field here.
  
  
• Label for email field – - If you select opt for the Email Address field to be displayed, you can change the label for that field here.
  
  
• Company Name dropdown – - From this dropdown drop-down you can choose to either make filling out the Company name field Name field mandatory for client’s to complete, optional, mandatory, or select opt for it not to not be displayed.
  
  
• Email dropdown – From this dropdown you can either make filling out - You can choose to make the Email Address field optional or mandatory
  Phone number dropdown – From this dropdown you can either make filling out either mandatory or optional for clients to fill in.
  
  
• Phone Number - You can choose to make the Phone Number field either mandatory, optional, mandatory, or select choose for it not to not be displayed to clients.
  
  
• Mobile number dropdown – From this dropdown you can either make filling out Number - You can choose to make the Mobile Number field either mandatory, optional, mandatory, or select choose for it not to not be displayed to clients.
  
  
• *If you select for the choose to allow clients to be able to request SMS reminders, make sure to have this option displayed.
  
  
• Address dropdown – From this dropdown you can either make filling out the Address fields optional, mandatory, or select for it to not be displayed
  Comments dropdown – From this dropdown you can either make filling out the Comments field optional, mandatory, or select for it to not be displayed
  Label for Save button – This is the button the client will hit to confirm and book the appointment. By default it says “Save” but you - You can choose to make the Address field either mandatory, optional, or choose for it not to be displayed to clients.
  
  
• Comments - You can choose to make the Comments field either mandatory, optional, or choose for it not to be displayed to clients.
  
  
• Clients can request Text Message reminder - If selected, this Y/N checkbox will allow your clients to be able to request text message reminders. If deselected, your clients will not be able to request text message reminders.
  
  
• Label for SAVE button - This is the button that clients will click to confirm and book an appointment. By default the button says “Save”, but you can change it to read “Confirm Appointment” or whatever anything you’d like
  ‘Your Information’ Header Text – This is text which you can choose to add and format to display beneath the header bar of the Your Information panel on the client facing scheduler.