After the client selects the time from the scheduler, he/she will go into the Your Information panel to enter in his/her name, email, etc. and hit 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 apply them by class or by service.
Beneath the screenshot of the expanded tab is a description of each of the components:
- ‘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 client
- Label for First Name field – If in the name dropdown you select for the Your Information panel to ask for First Name and Last name, this field will display. You can change the label to read whatever you’d like it to
- Label for Last Name field – If in the name dropdown you select for the Your Information panel to ask for First Name and Last name, 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 to
- Label for Company Name field – If you select for the Company Name field to be displayed, you can change the label for that field here
- Label for email field – If you select for the Email Address field to be displayed, you can change the label for that field here
- Company Name dropdown – From this dropdown you can either make filling out the Company name field optional, mandatory, or select for it to not be displayed
- Email dropdown – From this dropdown you can either make filling out the Email Address field optional or mandatory
- Phone number dropdown – From this dropdown you can either make filling out the Phone Number field optional, mandatory, or select for it to not be displayed
- Mobile number dropdown – From this dropdown you can either make filling out the Mobile Number field optional, mandatory, or select for it to not be displayed. If you select for the 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 change it to read “Confirm Appointment” or whatever 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