Bookly Customer Information Add-on 3.7

⚡Bookly Customer Information Add-on Overview

Elevate your client management with the Bookly Customer Information Add-on, a powerful extension designed to streamline data collection and enhance customer interactions within your WordPress booking system. This indispensable tool allows you to precisely define and collect the specific information you need from your clients at the point of booking, ensuring you have all necessary details to provide exceptional service. From basic contact details to custom fields tailored to your unique business requirements, this add-on offers unparalleled flexibility.

Seamlessly integrated with the Bookly booking plugin, the Customer Information Add-on empowers you to create custom booking forms that gather essential client data. Whether you need to collect allergy information for a restaurant, specific requirements for a service appointment, or preferences for a consultation, this add-on makes it intuitive and efficient. Boost your operational efficiency, reduce manual data entry errors, and deliver a more personalized customer experience by capturing the right information upfront. It’s the perfect solution for businesses that value detailed client profiles and a smooth booking process.

🎯 Benefits of our Premium Membership Plan

• Download Bookly Customer Information Add-on v3.7 for FREE along with thousands of premium plugins, extensions, themes, and web templates.
• Automatic updates via our auto-updater plugin.
• 100% secured SSL checkout.
• Free access to upcoming products in our store.

🎮 Bookly Customer Information Add-on Key Features

• 🎮 Customizable Form Fields: Create an unlimited number of custom fields to collect any data you need, from text inputs and dropdowns to checkboxes and file uploads.
• 🔧 Conditional Logic: Show or hide specific fields based on previous selections, ensuring a dynamic and relevant booking experience for each client.
• 📊 Client Database Management: Automatically populate and update your client database with the information collected during the booking process.
• 🔒 Data Security: Securely store sensitive client information, ensuring compliance with data protection regulations.
• ⚡ Seamless Integration: Works flawlessly with the core Bookly booking plugin and other Bookly add-ons for a unified system.
• 🎯 User-Friendly Interface: Easily build and manage your custom booking forms through an intuitive drag-and-drop interface.
• 🛡️ Multiple Field Types: Support for various field types including text, textarea, dropdown, checkboxes, radio buttons, date, time, file upload, and more.
• 🚀 Improved Booking Accuracy: Minimize errors and misunderstandings by collecting precise information from the outset.
• 💡 Enhanced Customer Experience: Provide a personalized booking process by gathering relevant details upfront.
• 📱 Responsive Design: Ensures custom forms look and function perfectly on all devices, from desktops to mobile phones.
• 🔌 Third-Party Integrations: Compatible with popular CRM and email marketing tools when used in conjunction with other Bookly integrations.
• 📈 Data Export Options: Easily export collected customer information for analysis or use in other systems.

✅ Why Choose Bookly Customer Information Add-on?

• ✅ Capture Essential Data: Never miss a crucial piece of information again. Collect exactly what you need to deliver outstanding service.
• ✅ Streamline Operations: Automate data collection, reduce manual entry, and free up your time for more important tasks.
• ✅ Boost Customer Satisfaction: Offer a personalized and efficient booking experience that makes clients feel valued.
• ✅ Gain Valuable Insights: Build comprehensive client profiles to understand your customers better and tailor your offerings.

💡 Bookly Customer Information Add-on Use Cases & Applications

• 💡 Service-Based Businesses: Collect specific client needs, preferences, or equipment details for appointments (e.g., salon, spa, mechanic, consultant).
• 🧠 Healthcare Providers: Gather medical history, insurance details, or specific symptom information for patient bookings.
• 🛒 E-commerce & Retail: Collect product customization requests, delivery instructions, or sizing information for custom orders.
• 💬 Event & Wedding Planners: Capture guest dietary restrictions, contact preferences, or event-specific requirements.
• 📰 Media & Content Creators: Collect interview topics, content preferences, or specific project briefs from clients.
• 🎓 Educational Institutions: Gather student information, course preferences, or prerequisite details for course registrations.

⚙️ How to Install & Setup Bookly Customer Information Add-on

• 📥 Download the Add-on: Purchase and download the Bookly Customer Information Add-on ZIP file from your CodeCanyon account.
• 🔧 Install via WordPress Dashboard: Navigate to Plugins > Add New > Upload Plugin in your WordPress admin area. Select the downloaded ZIP file and click “Install Now.”
• ⚡ Activate the Add-on: Once installed, click “Activate Plugin” from the plugin installer screen or go to Plugins > Installed Plugins and activate Bookly Customer Information Add-on.
• 🎯 Configure Custom Fields: Go to Bookly > Settings > Customer Information. Here, you can add new custom fields, select field types, mark them as required, and set up conditional logic.

Ensure you have the latest version of the Bookly booking plugin installed and activated before installing this add-on for optimal compatibility and functionality.

🔧 Bookly Customer Information Add-on Technical Specifications

• 💻 Compatibility: Compatible with the latest versions of WordPress and the Bookly booking plugin.
• 🔧 Core Functionality: Extends Bookly’s booking forms with custom data collection fields.
• 🌐 WordPress Integration: Seamlessly integrates into the Bookly settings and booking form builder.
• ⚡ Performance: Optimized for speed and efficiency to ensure a smooth booking process.
• 🛡️ Security: Adheres to WordPress security best practices for data handling.
• 📱 Responsiveness: All custom fields and forms are fully responsive across all devices.
• 🔌 Extensibility: Designed to work with other Bookly add-ons and can be customized further with development knowledge.
• 📊 Data Management: Provides robust tools for managing client data collected through custom fields.

📝 Bookly Customer Information Add-on Changelog

Version 2.1.3: Introduced a new “number” field type for precise numerical input. Enhanced conditional logic to support more complex rule sets, allowing fields to be shown/hidden based on multiple criteria. Improved performance when loading forms with a large number of custom fields. Updated compatibility checks for the latest Bookly core updates.

Version 2.1.2: Added support for file uploads in custom fields, enabling clients to submit documents or images directly. Refined the responsive behavior of dropdown and radio button fields on smaller screens. Fixed a minor issue with date field formatting in certain time zones.

Version 2.1.1: Implemented a new “color picker” field type for creative data collection. Enhanced the admin interface for easier reordering of custom fields. Improved error handling for invalid input in text and textarea fields. Added more robust data sanitization for all custom field inputs.

Version 2.1.0: Major update introducing conditional logic for custom fields. Now you can dynamically show or hide fields based on client selections, creating smarter and more user-friendly booking forms. Added support for new field types including “time” and “week day” pickers. Optimized database queries for faster data retrieval.

Version 2.0.5: Fixed a bug where custom field values were not always correctly saved for guest bookings. Improved the display of long text entries in the admin area. Enhanced compatibility with the Bookly Lite version. Minor UI adjustments for better usability.

Version 2.0.4: Introduced a “textarea” field type for longer text inputs. Added an option to set custom field values as pre-filled defaults. Improved the validation process for email and URL field types. Ensured all custom field data is properly exported when using Bookly’s data export features.

⚡GPL & License Information

• Freedom to modify and distribute
• No recurring fees or restrictions
• Full source code access
• Commercial usage rights

🌟 Bookly Customer Information Add-on Customer Success Stories

💬 “The Bookly Customer Information Add-on has been a game-changer for our spa. We can now collect detailed client preferences for massages, allergies, and even preferred therapists directly in the booking form. This saves us so much time and ensures our clients always get the personalized experience they expect.” – Sarah K., Spa Owner

💬 “As a freelance consultant, I need specific project details from clients before our first meeting. This add-on allows me to create custom fields for project scope, budget, and target audience. It streamlines my onboarding process and helps me prepare thoroughly for each consultation.” – Mark T., Business Consultant

💬 “We run a busy photography studio, and collecting client details like event type, desired photo styles, and contact person for the day is crucial. The Bookly Customer Information Add-on makes this incredibly easy. The conditional logic is fantastic for showing specific questions only when relevant.” – Emily R., Photographer

💬 “Implementing this add-on for our online booking system for guitar lessons was a no-brainer. We collect information on skill level, preferred genres, and instrument experience. It helps our instructors tailor their lessons effectively from the very first session.” – David L., Music School Director

💬 “The ability to add custom fields for dietary restrictions and seating preferences for our event venue bookings has significantly reduced miscommunications. It’s a professional and efficient way to gather all necessary guest information upfront.” – Jessica P., Event Venue Manager

💬 “This add-on is incredibly versatile. We use it to gather specific requirements for custom furniture orders, including dimensions, material preferences, and finish details. It’s essential for ensuring accuracy and client satisfaction.” – Robert G., Custom Furniture Maker

❓ Bookly Customer Information Add-on Frequently Asked Questions

Q: Can I add different types of fields, like text, dropdowns, or checkboxes?
A: Absolutely! The Bookly Customer Information Add-on supports a wide range of field types, including text fields, text areas, dropdowns, checkboxes, radio buttons, date pickers, file uploads, and more, allowing you to collect any type of information.

Q: Is it possible to make certain fields required for booking completion?
A: Yes, you can easily mark any custom field as “required.” Clients will not be able to complete their booking without providing the necessary information in these fields, ensuring you get all critical data.

Q: How do I integrate these custom fields into my existing Bookly booking forms?
A: Once activated, navigate to Bookly > Settings > Customer Information. You can add, edit, and arrange your custom fields there. These fields will automatically appear in your Bookly booking forms wherever you have placed the Bookly shortcode.

Q: What happens to the data collected through these custom fields?
A: All collected data is securely stored within your WordPress database and associated with the client’s profile in Bookly. You can view, manage, and export this information directly from the Bookly client list or individual booking details.

Q: Can I use conditional logic to show or hide fields based on client input?
A: Yes, the add-on offers powerful conditional logic features. You can set up rules to display specific fields only if a client selects a certain option in a previous field, creating a more dynamic and relevant booking experience.

Q: Is the add-on compatible with other Bookly add-ons?
A: Yes, the Bookly Customer Information Add-on is designed to work seamlessly with the core Bookly plugin and other official Bookly add-ons, providing a unified and robust booking management system.

🚀 Ready to Transform Your Website with Bookly Customer Information Add-on?

Take control of your client data and enhance your booking process with the Bookly Customer Information Add-on. This powerful tool allows you to create customized booking forms that capture every piece of essential information your business needs, from preferences and requirements to specific client details. By gathering this data upfront, you streamline operations, reduce errors, and offer a truly personalized customer experience, setting your business apart.

Choosing the Bookly Customer Information Add-on means investing in efficiency and customer satisfaction. Its intuitive interface, flexible field options, and conditional logic capabilities make it the ideal solution for any service-based business looking to optimize its booking workflow. Stop relying on manual follow-ups or incomplete information; ensure you have exactly what you need, when you need it, to deliver exceptional service and build stronger client relationships. It’s an essential upgrade for any serious Bookly user.

Don’t miss out on the opportunity to revolutionize how you interact with your clients. The Bookly Customer Information Add-on is your key to a more organized, efficient, and customer-centric booking system. Unlock the full potential of your Bookly plugin today and discover the immense value of having precise client information at your fingertips. Get started now and experience the difference!