Bookly Customer Information Add-on (v3.7) – Enhance Client Data & Personalization

Are you looking to move beyond basic contact details and truly understand your clients’ needs? The Bookly Customer Information Add-on v3.7 (Latest Version) is your essential tool for enriching customer data collected during the booking process! This powerful WordPress addon integrates seamlessly with your Bookly plugin, allowing you to add unlimited custom fields to your booking form. From specific preferences to important medical notes or project details, this addon ensures you gather every piece of information vital for delivering personalized, exceptional service and building stronger client relationships.

• Unlimited Custom Fields: Add as many unique data fields as your business requires to collect comprehensive client information, going beyond standard inputs.
• Flexible Field Types: Choose from a wide array of field types including text areas, dropdowns, checkboxes, radio buttons, date pickers, and more, to perfectly capture diverse data.
• Dynamic Information Collection: Configure fields to appear based on selected services or staff members, ensuring relevance and a streamlined booking flow for your clients.
• Client-Facing or Internal Use: Design fields for clients to fill out directly on the booking form, or create internal-only fields for staff to add notes and insights post-booking.
• Secure Data Storage: All collected customer information is securely stored within your Bookly customer database, building a centralized and accessible client profile.
• Pre-fill Existing Client Data: For returning customers, information can be automatically pre-filled, making repeat bookings faster and more convenient.
• Include in Notifications & Reports: Easily embed custom customer data into automated email/SMS notifications and integrate into booking reports for quick access and analysis.
• Enhance Service Personalization: Use captured preferences (e.g., preferred stylist, dietary restrictions, specific project requirements) to deliver highly tailored and memorable service experiences.
• Improve Staff Preparation: Provide your team with all necessary client details upfront, enabling them to be fully prepared for each appointment and deliver optimal service.
• Streamline Client Intake: Reduce the need for lengthy intake forms or questions at the start of an appointment, saving time for both clients and staff.
• Data-Driven Client Relationship Management: Build robust customer profiles that empower you to understand your clientele better, create targeted marketing campaigns, and foster loyalty.
• User-Friendly Management: Add, edit, and organize your custom fields with an intuitive interface, ensuring hassle-free setup and ongoing management.