Skip to main content

Customer Contact Fields

Add or remove form fields during the customer intake process

Updated this week

When a customer books through your Booking Page, they’ll complete a short form with their contact details. This information is automatically saved in Contacts within your Setmore account.

You can customize the form by marking certain fields as required or optional. Want to gather extra details before a session? Add custom fields that fit your needs.

Note: The ‘Name’ field is always required and can’t be changed or removed.

Show or hide contact fields.

1. Go to Settings > Booking Page > Booking preferences

2. Scroll to Contact fields and click each field’s label to show or hide it.


Require customers to complete specific contact fields.

Toggle ‘Required’ on to make a field mandatory.

Add or delete a custom contact field.

  1. Click ‘+ Add field’

  2. Enter a label in the text box

  3. ‘Save’ to add the custom contact field

New contact fields show up under ‘Additional information’ in your customer intake form. To delete a custom field, click the trash icon next to it and confirm.

Note: Custom fields are not for collecting payment info like bank or card details. To securely collect payments during booking, connect with one of our trusted providers: Square, Stripe, PayPal, or LawPay. Stripe also lets customers save their card details for faster future bookings.

Did this answer your question?