Bookings - Create custom fields Tutorial

In this video, you will learn how to create custom fields in Microsoft 365. The video covers the steps to create custom fields and demonstrates how to customize them according to your specific needs.
This will help you enhance your productivity and organization within the Microsoft 365 environment.

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Objectifs :

This video aims to guide users on how to add custom fields to service reservations, allowing for the collection of additional information from customers during the booking process.

Chapitres :

  1. Introduction to Custom Fields in Reservations
    When customers make a reservation, they are required to fill out mandatory fields that you defined during the service creation process. However, you may want to gather additional information from your customers. This guide will walk you through the steps to add custom fields to your service reservations.
  2. Accessing the Service Edit Menu
    To begin adding custom fields, navigate to the 'Services' section. Here, you can select any existing service that you wish to modify. Once selected, click on 'Edit Service' to open the editing options.
  3. Adding Custom Fields
    In the popup that appears after clicking 'Edit Service', locate and click on 'Custom Fields'. At the bottom of this section, you will find the option to 'Add a custom field'.
  4. Choosing the Field Type
    You will need to select the type of custom field you want to create. There are two main options: - **Text Question**: This allows you to ask a direct question, enabling you to gather specific information from the customer. - **Drop Down Question**: This option displays a question along with a list of answers in a dropdown menu. You will enter your question and then add the possible options for the customer to select from.
  5. Saving and Activating the Custom Field
    After you have configured your custom field, click on 'Save changes' to create it. Once the field is created, you have the option to activate it and mark it as mandatory if necessary, ensuring that customers must provide the information before completing their reservation.
  6. Conclusion
    By following these steps, you can effectively gather additional information from customers during the reservation process. This not only enhances the booking experience but also allows you to tailor your services to better meet customer needs.

FAQ :

What are mandatory fields in a reservation?

Mandatory fields are the required fields that customers must fill out when booking a reservation. These fields are set by the service provider during the service creation process.

How can I add custom fields to my reservation service?

To add custom fields, go to the Services section, select an existing service, click on Edit Service, then navigate to Custom Fields. From there, you can click Add a custom field and choose the type of field you want.

What types of custom fields can I create?

You can create Text Questions, which require written responses, or Drop Down Questions, which allow customers to select from a list of predefined answers.

Can I make custom fields mandatory?

Yes, once you create a custom field, you can activate it and mark it as mandatory if you want customers to fill it out before completing their reservation.

What should I do after adding a custom field?

After adding a custom field, make sure to click on Save Changes to ensure that your modifications are stored and applied to the reservation process.

Quelques cas d'usages :

Collecting Dietary Preferences for Event Reservations

A catering service can use custom fields to ask customers about their dietary preferences when booking an event. By adding a Drop Down Question with options like 'Vegetarian', 'Vegan', and 'Gluten-Free', the service can ensure that all guests' needs are met.

Gathering Special Requests for Hotel Bookings

A hotel can implement custom fields to collect special requests from guests, such as room preferences or additional amenities. By using Text Questions, the hotel can gather detailed information to enhance the guest experience.

Enhancing Customer Feedback for Reservations

A restaurant can add custom fields to reservation forms to solicit feedback on customer experiences. By including a Text Question asking for comments or suggestions, the restaurant can gather valuable insights to improve service.

Streamlining Group Bookings for Tours

A tour company can use custom fields to collect information about group sizes and specific interests from customers booking tours. This can be done through a combination of Drop Down Questions and Text Questions to tailor the tour experience.

Improving Event Planning with Client Information

An event planner can utilize custom fields to gather detailed information about clients' needs and preferences when booking services. This can include Text Questions for specific requests and Drop Down Questions for selecting service options.

Glossaire :

Mandatory Fields

Fields that must be filled out by customers when making a reservation. These fields are defined by the service provider during the creation of the service.

Custom Fields

Additional fields that can be added to a reservation form to collect extra information from customers beyond the mandatory fields.

Text Question

A type of custom field that allows the service provider to ask a direct question, requiring a written response from the customer.

Drop Down Question

A type of custom field that presents a question along with a list of possible answers in a drop-down menu format, allowing customers to select one option.

Save Changes

An action that confirms and stores any modifications made to the service or custom fields.

résultat(s)
00:00:02
When customers book a reservation,
00:00:04
they fill out the mandatory fields you
00:00:07
defined when creating the service.
00:00:08
You may want your customers to
00:00:11
provide additional information
00:00:12
when making a reservation.
00:00:14
To do this, go to Services,
00:00:17
select any existing service
00:00:19
and click on Edit Service.
00:00:22
In this popup, click Custom Fields.
00:00:26
At the bottom, click Add a custom field.
00:00:30
Select the field type you want.
00:00:33
Text question.
00:00:34
Allows you to ask a direct question.
00:00:37
This gives you the
00:00:39
information you want or need.
00:00:41
Drop down question displays a question
00:00:43
and a list of answers in a drop down menu.
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You enter your question and then add options.
00:00:56
Here are the answers that can be selected
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by the person making the reservation.
00:01:02
Click on Save changes.
00:01:03
Once the field is created you can activate
00:01:06
it and mark it mandatory if needed.

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résultat(s)
00:00:02
Quando os clientes reservam uma reserva,
00:00:04
preenchem os campos obrigatórios
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definido ao criar o serviço.
00:00:08
Você pode querer que seus clientes
00:00:11
fornecer informações adicionais
00:00:12
ao fazer uma reserva.
00:00:14
Para fazer isso, vá para Serviços,
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Selecione qualquer serviço existente
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e clique em Editar Serviço.
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Neste pop-up, clique em Campos Personalizados.
00:00:26
Na parte inferior, clique em Adicionar um campo personalizado.
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Selecione o tipo de campo desejado.
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Pergunta de texto.
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Permite que você faça uma pergunta direta.
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Isto dá-lhe o
00:00:39
informações que você quer ou precisa.
00:00:41
A pergunta suspensa exibe uma pergunta
00:00:43
e uma lista de respostas num menu pendente.
00:00:47
Introduza a sua pergunta e, em seguida, adicione opções.
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Aqui estão as respostas que podem ser selecionadas
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pela pessoa que faz a reserva.
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Clique em Salvar alterações.
00:01:03
Uma vez que o campo é criado, você pode ativar
00:01:06
e marcá-lo obrigatório, se necessário.

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résultat(s)
00:00:02
Quando i clienti prenotano una prenotazione,
00:00:04
compilano i campi obbligatori
00:00:07
definito al momento della creazione del servizio.
00:00:08
Potresti volere che i tuoi clienti lo facciano
00:00:11
fornire informazioni aggiuntive
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al momento della prenotazione.
00:00:14
Per fare ciò, vai su Servizi,
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seleziona un servizio esistente
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e clicca su Modifica servizio.
00:00:22
In questo popup, fai clic su Campi personalizzati.
00:00:26
In basso, fai clic su Aggiungi un campo personalizzato.
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Seleziona il tipo di campo che desideri.
00:00:33
Domanda testuale.
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Consente di porre una domanda diretta.
00:00:37
Questo ti dà il
00:00:39
informazioni che desideri o di cui hai bisogno.
00:00:41
La domanda a discesa mostra una domanda
00:00:43
e un elenco di risposte in un menu a discesa.
00:00:47
Inserisci la tua domanda e poi aggiungi le opzioni.
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Ecco le risposte che possono essere selezionate
00:00:59
dalla persona che effettua la prenotazione.
00:01:02
Fai clic su Salva modifiche.
00:01:03
Una volta creato il campo, puoi attivarlo
00:01:06
e contrassegnalo come obbligatorio se necessario.

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résultat(s)
00:00:02
Когда клиенты бронируют номер,
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они заполняют обязательные поля, которые вы
00:00:07
определенные при создании сервиса.
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Возможно, вы захотите, чтобы ваши клиенты это сделали
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предоставить дополнительную информацию
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при бронировании.
00:00:14
Для этого перейдите в раздел «Услуги»,
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выберите любую существующую услугу
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и нажмите «Редактировать сервис».
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В этом всплывающем окне нажмите «Настраиваемые поля».
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В нижней части нажмите Добавить настраиваемое поле.
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Выберите нужный тип поля.
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Текстовый вопрос.
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Позволяет задать прямой вопрос.
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Это дает вам
00:00:39
информация, которую вы хотите или в которой нуждаетесь.
00:00:41
В раскрывающемся списке отображается вопрос
00:00:43
и список ответов в выпадающем меню.
00:00:47
Вы вводите свой вопрос, а затем добавляете варианты.
00:00:56
Вот ответы, которые можно выбрать
00:00:59
лицом, делающим бронирование.
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Нажмите «Сохранить изменения».
00:01:03
Как только поле будет создано, вы можете активировать его
00:01:06
при необходимости отметьте его и отметьте его обязательным.

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résultat(s)
00:00:02
Cuando los clientes hacen una reserva,
00:00:04
rellenan los campos obligatorios, tú
00:00:07
definido al crear el servicio.
00:00:08
Es posible que desee que sus clientes
00:00:11
proporcionen información adicional
00:00:12
al hacer una reserva.
00:00:14
Para ello, vaya a Servicios,
00:00:17
seleccione cualquier servicio existente
00:00:19
y haga clic en Editar servicio.
00:00:22
En esta ventana emergente, haz clic en Campos personalizados.
00:00:26
En la parte inferior, haz clic en Añadir un campo personalizado.
00:00:30
Selecciona el tipo de campo que quieras.
00:00:33
Pregunta de texto.
00:00:34
Le permite hacer una pregunta directa.
00:00:37
Esto le da la
00:00:39
la información que desea o necesita.
00:00:41
La pregunta desplegable muestra una pregunta
00:00:43
y una lista de respuestas en un menú desplegable.
00:00:47
Introduce la pregunta y, a continuación, añade opciones.
00:00:56
Estas son las respuestas que se pueden seleccionar
00:00:59
por la persona que hace la reserva.
00:01:02
Haga clic en Guardar cambios.
00:01:03
Una vez creado el campo, puede activarlo
00:01:06
y márcalo como obligatorio si es necesario.

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résultat(s)
00:00:02
Wanneer klanten een reservering boeken,
00:00:04
ze vullen de verplichte velden in
00:00:07
gedefinieerd bij het aanmaken van de service.
00:00:08
Misschien wilt u dat uw klanten
00:00:11
aanvullende informatie verstrekken
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bij het maken van een reservering.
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Ga hiervoor naar Services,
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selecteer een bestaande service
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en klik op Service bewerken.
00:00:22
Klik in deze pop-up op Aangepaste velden.
00:00:26
Klik onderaan op Een aangepast veld toevoegen.
00:00:30
Selecteer het gewenste veldtype.
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Tekstvraag.
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Hiermee kunt u een directe vraag stellen.
00:00:37
Dit geeft je de
00:00:39
informatie die je wilt of nodig hebt.
00:00:41
Met de vervolgvraag wordt een vraag weergegeven
00:00:43
en een lijst met antwoorden in een keuzemenu.
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Je voert je vraag in en voegt vervolgens opties toe.
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Hier zijn de antwoorden die kunnen worden geselecteerd
00:00:59
door de persoon die de reservering maakt.
00:01:02
Klik op Wijzigingen opslaan.
00:01:03
Zodra het veld is aangemaakt, kunt u activeren
00:01:06
en markeer het indien nodig als verplicht.

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résultat(s)
00:00:02
Kiedy klienci rezerwują rezerwację,
00:00:04
wypełniają obowiązkowe pola
00:00:07
zdefiniowane podczas tworzenia usługi.
00:00:08
Możesz chcieć, aby Twoi klienci
00:00:11
podać dodatkowe informacje
00:00:12
podczas dokonywania rezerwacji.
00:00:14
Aby to zrobić, przejdź do Usługi,
00:00:17
wybierz dowolną istniejącą usługę
00:00:19
i kliknij Edytuj usługę.
00:00:22
W tym wyskakującym okienku kliknij Pola niestandardowe.
00:00:26
Na dole kliknij Dodaj pole niestandardowe.
00:00:30
Wybierz żądany typ pola.
00:00:33
Pytanie tekstowe.
00:00:34
Pozwala zadać bezpośrednie pytanie.
00:00:37
To daje ci
00:00:39
Informacje, których chcesz lub potrzebujesz.
00:00:41
Rozwijane pytanie wyświetla pytanie
00:00:43
oraz listę odpowiedzi w menu rozwijanym.
00:00:47
Wprowadzasz swoje pytanie, a następnie dodajesz opcje.
00:00:56
Oto odpowiedzi, które można wybrać
00:00:59
przez osobę dokonującą rezerwacji.
00:01:02
Kliknij Zapisz zmiany.
00:01:03
Po utworzeniu pola możesz aktywować
00:01:06
i w razie potrzeby zaznacz go obowiązkowo.

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résultat(s)
00:00:02
Ha az ügyfelek foglalást foglalnak,
00:00:04
kitöltik a kötelező mezőket
00:00:07
a szolgáltatás létrehozásakor definiálva.
00:00:08
Előfordulhat, hogy ügyfelei
00:00:11
további információkat nyújtson
00:00:12
foglaláskor.
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Ehhez lépjen a Szolgáltatások menüpontra,
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válasszon ki egy meglévő szolgáltatást
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és kattintson a Szolgáltatás szerkesztése elemre.
00:00:22
Ebben a felugró ablakban kattintson az Egyéni mezők elemre.
00:00:26
Az alján kattintson az Egyéni mező hozzáadása elemre.
00:00:30
Válassza ki a kívánt mezőtípust.
00:00:33
Szöveges kérdés.
00:00:34
Lehetővé teszi, hogy közvetlen kérdést tegyen fel.
00:00:37
Ez megadja a
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Információ, amire szüksége van vagy szüksége.
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A legördülő kérdés kérdést jelenít meg
00:00:43
és a válaszok listája a legördülő menüben.
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Írja be a kérdését, majd adjon hozzá opciókat.
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Itt vannak a válaszok, amelyeket ki lehet választani
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a foglalást végző személy által.
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Kattintson a Módosítások mentése elemre.
00:01:03
Miután létrehozta a mezőt, aktiválhatja
00:01:06
és szükség esetén kötelezően jelölje meg.

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