Adding New Client Info Fields

TimeTap provides a list of default fields with dedicated functionality for standard stuff like name, email, phone number, or you can always create your own unique fields from our list of field types. 

This help doc covers how to:

• Add new fields from TimeTap's default fields (and what default fields are provided)

• Add new fields that you create yourself for your business

• Adding fields that only show when booking specific services/classes/courses
   

• First Name

• Last Name

• Full Name

• Email

• Cell Phone

• Home Phone

• Business Phone

• Address (line 1, line 2, City, State, Zip, County, & Country)

• Company Name

• Date of Birth

• Username

• Gender

• Spouse

• Emergency Contact

• Emergency Contact Phone

You can easily choose from and add these fields to your Define Field Labels section under Settings → Define Field Labels → select the Add New Field button:

Once in this tab, you will see a list of all of the default fields that are not already on your client information form. You will also see any of your custom created fields that you may have hidden:

Select any of the fields that you want to add by simply clicking them:

You'll then see the fields show up on your form. 

You can also change the field labels and hints, make the fields required, and decide whether you want to clients to fill them out by toggling on the "Show on Scheduler" switch. 

You can also reorder the fields so that they show up in the order you want them to by clicking and dragging that field to the new location in the list.
 

To add a custom field, Settings → Define Field Labels → select the Add New Field button:

Then select the Add New Field tab to see the list of all the types of fields you can create:

Choose Field Type

From the Add New Fields tab, you'll first want to select which type of field you're adding. Please note: this is important to get right as you cannot change the field type once you've created it. You can add a:

• Text Field: This is just a single line of text 
  

• Text Area: This is a large text box for clients or staff to input text
  

• Dropdown: This will give you a dropdown menu where you can define the values that a client or staff can select from
  

• Date: This will give you a calendar dropdown to pick a date from
  

• Checkbox: This is a yes/no checkbox that can either be selected or deselected
  

• Multi Checkbox List: This will give you a list menu where you can define the values that a client can select, the client can select more than one value
  

• File Upload: This allows you or your clients to upload a document (learn more)
  

• Label/Divider: This is a line with a customizable header label that can be used to separate and create identifiable sections to organize the info fields
  
   

• Divider: This is a line without a label that can be used to separate and organize the info fields
  
   

Set the label for the field:

Choose whether this field is required or not, and whether it should show on the scheduler. This will allow to determine whether it should show on the scheduler for the client to fill out or if you just want the staff to have access to it through TimeTap's Backoffice.

Depending on the field type, you may need to add some more details. For instance, if you've selected to add a Dropdown field, you'll need to put in your dropdown values for people to choose from:

You can also add a Field Hint that will show below the field to provide more context:

Once the desired settings are added, you can click Save New Field to add the new field you've just created:
 

If you’ve chosen to add the field, this will appear under the Build form tab: 

Adding fields that only show when booking specific services/classes/courses

Once a field is created, you can decide to assign this field to show for all the services offered by your company or only when specific services are booked. 

If you choose to apply this field to all your services select select the Services & Classes tab, and make sure the All Services & Classes option is selected in the Apply To dropdown:

If you've decided that you want to apply this field to a specific service, choose the Select Services & Classes option from that dropdown menu, you will then see all your classes and services listed. 

Select the checkbox next to the services/classes for which you would like to apply this field, and use the Save New Field button to confirm those changes:

 

You can then use the Preview Form tab on the Define Field Labels page to review that each booking option is connected to the correct fields. 

Any fields that would be displayed for the selected reason option will appear as fillable and active. Any field that wouldn't be shown for the selected option is indicated by a grayed-out, inactive state. 

 

The "How Did You Hear About Us?" field from above is only set to be asked when an Initial Consultation is booked, which is why is appears as inactive when previewing a different service option. 

 

Quick Notes

• To change the order of your fields, click and drag them to the desired position in the list

• Hidden fields can be recovered by going to the TimeTap Fields tab and selecting them from your list of existing fields