Bookly Customer Information (Add-on)

Bookly Customer Information (Add-on) is an official extension for the Bookly PRO booking system that expands customer data management beyond basic contact fields. Designed for appointment-based businesses that need to collect specific information from each customer before confirming a booking, this add-on allows you to create unlimited custom fields that appear directly in the details step of the booking form.

With this add-on, clinics, academies, creative studios, consultancies, beauty salons, and any service business can define exactly what information they need from their customers: preferences, special requirements, notes, relevant medical data, or any other detail that improves preparation for each appointment. Fields can be set as required or optional, and you can choose from different question types: text, checkboxes, dropdown lists, and radio buttons.

One of the most notable advantages is the flexibility to decide when to show these fields: only on the first booking or on every subsequent booking. Additionally, all collected information is automatically saved to the customer's profile within Bookly, creating a complete and centralized history that facilitates tracking and service personalization for future visits.

Configuration is quick and intuitive, integrating naturally with the existing Bookly PRO booking flow. The admin panel allows you to manage all custom fields from a single place, as well as update customer information when necessary. This reduces the need for email exchanges, avoids misunderstandings, and ensures that each professional has the right information before each appointment.

• Create unlimited custom fields with different question types: text, checkbox, dropdown, and radio button.
• Define required or optional fields according to your business needs.
• Control display frequency: only on the first booking or on every booking.
• Data is automatically saved to the customer's profile for future reference.
• Centralized management from the WordPress admin panel.
• Perfect integration with the Bookly PRO booking system.

If your business relies on detailed information to provide exceptional service, Bookly Customer Information (Add-on) is the tool that turns the booking form into a strategic data collection point, improving the experience for both the customer and your team.