Group customer fields

Group Customer fields allow you to collect additional, custom information for a customer attending a class.

To create a group customer field click:

• Manage
• Custom Fields
• the Group Customer tab
• then New group customer custom field

Here you can select from a range of options using the drop downs and toggles:

The group customer field can be filled out two ways:

1. In-house when creating an appointment
2. Online, when the customer books an appointment

1. IN-HOUSE

When creating the appointment, the group customer field will appear in the Notes section.

2. ONLINE

The group customer field will appear on the Confirm page of the mini site when a customer makes a booking.

Once the appointment has been created, the group customer field will appear in the Custom Fields tab for the customer in a class.

Within the class, click:

• the Customers tab
• Edit
• then, Custom Fields

All of your group customer fields can be viewed on the Custom Fields page in the Group Customer tab, where they can be:

• Re-ordered
• Edited, and
• Deleted