Bookly Customer Information (Add-on): Enhance Your Booking System

When it comes to managing appointments, customer information is key. Whether you’re running a hair salon, a medical clinic, or a fitness studio, knowing your customers is essential for providing personalized service and improving your business operations. That’s where the Bookly Customer Information Add-on comes into play.

The Bookly Customer Information (Add-on) for the Bookly plugin is designed to enhance your booking system by capturing detailed customer data during the booking process. This feature allows you to gather essential information, track client preferences, and ensure that your staff has everything they need to deliver the best service.

In this article, we’ll explore how the Bookly Customer Information Add-on can benefit your business, its key features, and how to get started.

What is the Bookly Customer Information Add-on?

The Bookly Customer Information Add-on is a premium extension for the Bookly plugin, which is one of the most popular booking and appointment plugins for WordPress. This add-on allows you to collect and store valuable customer information, such as names, contact details, and any additional fields relevant to your business.

The plugin is perfect for businesses that need more than just basic contact details during the booking process. It enables you to request specific information from customers, helping you tailor services, streamline communications, and keep your appointments running smoothly.

Key Features of the Bookly Customer Information Add-on

1. Customizable Fields

One of the standout features of the Bookly Customer Information Add-on is its ability to create custom fields. These fields can be added to the booking form, allowing you to collect additional details such as:

• Customer preferences (e.g., specific requests or instructions)
• Allergies or health conditions (for medical and beauty industries)
• Service-specific requirements (e.g., haircut length, massage preferences)
• Emergency contact information
• Address or location details

Custom fields give you complete flexibility to design your booking forms to suit your business needs. This level of customization helps ensure that you’re gathering the right data to provide better service.

2. Mandatory and Optional Fields

Not all customer information is equally important for every booking. With the Bookly Customer Information Add-on, you can specify which fields are mandatory and which are optional. For example, you can make contact details like phone number and email address mandatory, while leaving more detailed information like special requests as optional.

This feature ensures that your customers are not overwhelmed by too many questions, and you only collect the information that is essential for their appointment.

3. Multiple Field Types

To make your forms more interactive and efficient, the Bookly Customer Information Add-on supports a wide range of field types, including:

• Text Fields: Ideal for short answers, such as customer names and emails.
• Text Areas: Perfect for longer responses, such as detailed notes or instructions.
• Dropdown Menus: Great for selecting from predefined options (e.g., selecting service types or preferred staff members).
• Check Boxes: Useful for collecting multiple selections from a list (e.g., choosing additional services).
• Date Pickers: For collecting specific dates related to the service, such as birthdates or event dates.

4. Dynamic Field Logic

The add-on also allows for dynamic field logic, which makes the booking experience even more personalized. This means you can show or hide fields based on previous selections. For example:

• If a customer selects a specific service (e.g., “facial treatment”), the booking form can automatically display additional fields for allergies or skin type.
• If a customer selects a particular package, you can prompt them to fill out additional requirements based on their choices.

This dynamic functionality helps reduce form clutter, ensuring customers only see the fields relevant to their specific bookings.

5. Customer Information Management

The Bookly Customer Information Add-on integrates seamlessly with your existing Bookly system, making it easy to manage and access customer information. After a booking, you can view and edit the customer’s details directly from the Bookly admin panel. This ensures that your staff always has access to the latest information when preparing for an appointment.

You can also export customer information to CSV for reporting or further analysis. This helps with customer management, as you can keep track of customer preferences, recurring appointments, and special requests.

6. Improved Client Communication

Having accurate customer information enables better communication before, during, and after appointments. The Bookly Customer Information Add-on ensures that you capture all the necessary details to:

• Send confirmation and reminder emails or SMS notifications with personalized information.
• Provide special offers based on customer preferences.
• Follow up after appointments with surveys, feedback requests, or promotional offers tailored to individual clients.

With this add-on, you can communicate more effectively and professionally, leading to higher customer satisfaction and retention.

7. Seamless Integration with Other Bookly Add-ons

The Bookly plugin offers a variety of add-ons for different features such as payments, notifications, and advanced scheduling. The Customer Information Add-on integrates seamlessly with these other Bookly add-ons, allowing you to collect and manage customer data while also taking advantage of additional booking features like:

• Payment Gateway Add-ons: Accept payments and request additional payment information.
• Staff Management Add-ons: Keep track of customer preferences tied to specific staff members.
• Advanced Notifications Add-ons: Send tailored emails or SMS notifications based on collected customer information.

8. Secure Data Handling

The security of your customers’ data is paramount. The Bookly Customer Information Add-on adheres to the highest standards of security to protect sensitive customer information. It complies with GDPR regulations, ensuring that all customer data is stored safely and can be deleted upon request.

Benefits of Using the Bookly Customer Information Add-on

1. Personalized Services

By gathering detailed customer information, you can provide a more personalized experience for your clients. Whether it’s remembering their preferences, addressing specific needs, or offering tailored services, the more you know about your customers, the better you can serve them.

2. Streamlined Booking Process

The ability to collect and manage customer information directly within the booking process reduces the need for additional forms or phone calls. Clients can input their information easily, and your team can access it quickly, making the whole appointment process more efficient.

3. Better Customer Insights

With detailed customer data, you can analyze trends and gain insights into your client base. Understanding what your customers prefer, when they book, and how often they return can help you optimize your services, improve customer retention, and target marketing efforts more effectively.

4. Improved Appointment Management

By having all relevant information readily available, your staff can prepare for appointments more effectively. Whether it’s ensuring special requests are accommodated, confirming client needs, or providing customized services, managing customer information makes appointment handling smoother.

5. Increased Revenue Opportunities

The more you know about your customers, the more opportunities you have to cross-sell or upsell services. You can offer targeted discounts or promotions based on customer history, increasing your overall revenue.

How to Get Started with Bookly Customer Information Add-on

1. Install and Activate Bookly Plugin: First, make sure the Bookly plugin is installed and activated on your WordPress site.
2. Purchase the Customer Information Add-on: This add-on is available as a premium feature, so you’ll need to purchase it from the Bookly website.
3. Configure Customer Fields: Once activated, go to the Bookly settings and navigate to the Customer Information section. Here you can set up the fields you want to display and define whether they are mandatory or optional.
4. Start Collecting Data: Once everything is set up, customers will be prompted to fill in their information when booking appointments through your site.

Conclusion

The Bookly Customer Information Add-on is an essential tool for businesses that want to deliver a more personalized, efficient, and professional booking experience. By allowing you to collect and manage detailed customer data, this add-on not only helps improve the client experience but also provides valuable insights into your business operations. Whether you’re looking to increase customer satisfaction, streamline appointments, or grow your business, the Bookly Customer Information Add-on is a powerful tool that should be part of your WordPress booking system.