Bookly Customer Information (Add-on)

A booking form usually captures a name and contact details, and little else. Many service businesses need more: a birthday for a greeting, an address for a home visit, or an answer to a question that only applies to their industry. This add-on adds those details to the customer record so they live in one place instead of in notes or spreadsheets.

The add-on works with your existing Bookly setup and adds fields to client profiles that you can view and update. Its custom fields let you shape the data around your own services. It fits salons, clinics, tutors, local service providers and any business that wants to know its clients better and keep that information organized for daily admin work.

Features

• Customer birthdays: Collect each client's birthday in their profile, so you can send personalized greetings or plan targeted marketing campaigns around the dates your customers share with you.
• Detailed address storage: Store full customer addresses to help with in-person appointments, deliveries or managing the areas your business serves, all within the booking system.
• Unlimited custom fields: Add as many custom fields as your business needs to capture information specific to your industry or service, so each client record reflects what matters to you.
• Works with Bookly: The add-on connects to your existing Bookly booking system, so the extra customer information sits alongside the appointments and clients you already manage.
• Manageable customer profiles: Keep customer profiles easy to review and edit, giving you the details you need to personalize services and maintain good client relationships over time.
• Better data organization: Centralizing client details in one place helps speed up administrative tasks and reduces the errors that come from scattered records.
• Control over collected data: You choose which types of customer information to collect, which supports GDPR compliance by keeping data gathering limited to what your business needs.
• Mobile-friendly interface: Access and update customer information from a phone or tablet, which is handy when you are away from your desk and need to check a client detail.

Best for

• Bookly users who want richer client profiles
• Service businesses that visit customers at their address
• Salons, clinics and studios tracking client details