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Customer Contact Fields
Customer Contact Fields

Add or remove form fields during the customer intake process

Setmore Support avatar
Written by Setmore Support
Updated over a week ago

When customers schedule an appointment through your Booking Page, they'll fill out a short intake form that adds their contact information to Setmore. You can show, hide and edit fields, as well as select which ones are mandatory to complete.

Please note that the ‘Name’ field is set by default, cannot be modified, and will always be required.

Show or hide contact fields.

1. Head to Settings > Calendar & Booking and select Booking Policies

2. Scroll to Contact fields and click each field’s label to show or hide it. A check appears next to fields that are displayed on your Booking Page. Fields that are hidden are greyed out.

Require customers to complete specific contact fields.

To make it mandatory that details are added, check the ‘Required’ box next to a specific field's label.

Add or delete a custom contact field.

To add a custom contact field, simply enter a new label in the form field provided and click the plus (+) button. The field will be added to your intake form.

New contact fields appear in your customer intake form under ‘Additional information’.

To delete a custom contact field, click the trash icon next to the field and confirm the deletion.

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