Custom Questions are questions that can be set up to be asked to Clients in the Client View, or to your Staff in the Schedule View when creating or updating the status of an appointment. They are designed to gather additional information about the appointment being booked.
Managing Custom Question Options
You can create, edit, and delete custom questions in accordance with your business needs, to ensure that your staff can efficiently obtain all information they need to facilitate appointments. Questions can be assigned to specific services, or to all services.
Choose an Answer Format to set the layout and style for how clients or staff will offer their responses to the Custom Questions posed.
Answer Format options you can choose from include:
• Text - used for short, open-ended answers.
• Textarea - used for longer, open-ended answers.
• Select - used to request a single answer from a predefined list of options.
• Checkbox - used for obtaining numerous answers from a predefined set of options.
• Radio - used for getting a single answer from a predefined set of options.
For text and textarea questions, you can enter a Placeholder, which will appear in light gray text before your client starts to type in the field, to suggest the type of information you’re looking for.
You can set a custom question to Private visibility, if you want the question to only be displayed internally to your staff when they view or edit an appointment in the schedule view. Questions can be set as Required, when answering the question is mandatory to create a new appointment internally, or update the status of the appointment.
For Select, Checkbox and Radio questions, you must Add predefined Options (answers to the questions being asked) to streamline the range of answers being received.
By default, questions are assigned to all services, but they can also be assigned to specific services. If you have multiple Languages enabled on your account, you can add translations to a question and its options.
All answers to questions can be conveniently exported to a .csv report, allowing you to get additional data that can help you make future business decisions.
Creating an Appointment
Only Administrators can create, edit and delete Custom Questions. Administrators, Managers, Staff Advanced, Staff Plus and Staff can input answers to questions in the Schedule View.
To create, edit and delete Custom Questions, navigate to Settings and then select the Questions tab.
Within the Questions tab, scroll down to see a list of existing Custom Questions already set up.
To remove an existing Custom Question, click Delete within the question entry you wish to remove.
To make changes to an existing question, click Edit.
To add a new question, click Create. The Question window will populate.
Within the Details tab of the Question window:
Select your preferred Answer Format (1) for the question.
Input the new question you wish to add in the Question (2) field.
Enter a Placeholder (3) in the corresponding field.
Click the Private (4) checkbox to set the question to Private visibility.
Click the Required (4) checkbox to configure the question as mandatory to answer.
Click the Add (5) button (located to the right of Options) to trigger additional fields below where you can input specified, customizable answers to the question being created.
After setting up your question, click Save to complete the question. Upon pressing Save, the question now appears in the Client View and the Schedule View for the services in which you configure the question to be associated with.
In the Services tab of the Question window:
To configure the Custom Question to only be asked for particular service(s) instead of all services (as is the default), select the checkbox associated with each service that you wish to assign the question to. Press Save on this screen (and then press Save again on the main Questions window to ensure the changes made are implemented).
In the Client View, Custom Questions appear on the Enter Your Information step, which is also where your clients will submit their responses to the questions.
In the Schedule View, staff members will notice that Custom Questions appear on the Event screen when creating or editing an appointment for a service that the question is assigned to. Staff can input responses to the questions on the Event screen.
In the Language tab of the Question window:
You can add the translation of the question and its options in the other languages enabled on your account by first selecting a Language, and clicking on the Add button.
A new field will populate on the screen, labelled with the each of the other languages enabled.
Input the translation of the question and placeholder in the designated fields for each.
Input the translation of any predetermined answers to the question (Options) by clicking on the Add button next to Options.
Press Save on this screen, and then press Save again on the main Question window to ensure the changes take effect.