Elevate your customer management with the Customer Forms add-on for Booknetic. Unlike the standard Custom Forms, which gather information during appointments, this add-on is designed specifically for customer profiles. It allows administrators to collect, organize, and manage detailed customer information which making it easier than ever to maintain structured, accurate, and professional client records.
Whether you run a clinic, law firm, consultancy, or any service-based business, the Customer Forms add-on ensures that your customer data is secure, organized, and fully tailored to your business needs.
Key Features
Add Unlimited Custom Fields: Add any kind of client information you need.
Admin-Controlled Data Management: Update, edit, or remove fields directly from the admin panel.
Organize Customer Data Efficiently: Keep client records structured and easy to navigate.
Secure & Separate: Sensitive or critical customer data is kept apart from appointment data.
Perfect for Specialized Businesses: Clinics, law firms, consultancies, salons, fitness centers, and more.
Available Input Types
With the Customer Forms add-on, you can create rich, versatile profiles using the following input types:
Label: Add text labels for instructions or headings. Purely informational, no data entry required.
Text Input: Collect brief information. A short sentence or single word.
Text Area: Gather longer responses for detailed information.
Number Input: Request numeric information from your customers.
Date Input: Collect dates such as birthdates or any relevant dates.
Time Input: Allow customers to provide specific times or hours.
Select: Let customers choose from multiple predefined options.
Checkboxes: Perfect for agreements, terms, or multiple-choice options.
Radio Buttons: Ask customers to select a single option from multiple choices.
File: Allow customers to upload files, including images or documents. You can specify allowed file types.
Link: Include a link field for URLs or resources.
Email: Request additional email addresses and optionally send notifications automatically.
Phone: Collect extra phone numbers with optional notifications.
How It Works
Create Custom Fields: Choose from the wide variety of input types and design your customer forms.
Apply to Customer Profiles: Assign fields to individual customers and organize their data efficiently.
Manage and Update Easily: Edit, add, or remove fields at any time through the admin panel.
Leverage Data Effectively: Use the collected information to offer personalized services, streamline workflows, and improve client satisfaction.
Benefits
Maintain structured, detailed customer profiles for smarter business management.
Store critical or sensitive information securely and separately from appointments.
Save time with centralized customer data management.
Enhance customer satisfaction by personalizing services based on accurate records.
Flexible enough to fit any industry or business type.
With the Customer Forms add-on, your business gains a powerful, flexible tool to manage customer information professionally—making every interaction smoother, smarter, and more efficient.
