While TimeTap does have a lot of nice default fields that you can apply to clients, you can also create some custom fields that can be applied either to clients or to appointments.
On TimeTap Free accounts, you are limited to just 3 of these create your own fields. If you are a TimeTap Professional or Business user, you can add as many of these fields as you would like! (Not sure what TimeTap Professional or Business is all about? Learn more here).
To add one of these fields, go to Settings → Client Information → Define Field Labels, and click the tab to "Add New Field" button:
Once you've clicked the Add New Field button, select the Add New Field tab, This will give you a list of all the types of fields you can create:
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 picker: 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 PROFESSIONAL AND BUSINESS FEATURE: This allows you or your clients to upload a document, more about this field is discussed in another section of our documentation
Once you've determined what type of field you want to add, determine whether if this is a client or appointment field:
Then you can then set the label for the field:
Next, you'll want to 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 back office, and whether you want to apply it as an appointment custom field or a client custom field.
If you've selected to add a dropdown field, you'll also have the option to put in your dropdown values (you can come back and add to these at a later time if you want to):
You can also add a Field Hint, this information will show below the field to provide more context:
Lastly, if you assigned this custom field to as appointment detail, meaning it will appear every time your clients book an appointment:
You can decide to assign this field to all the services offered by your company or only to specific services. If you choose to apply this field to all your services select select the Services & Classes tab and the "All Services & Classes" from the "Apply to:" dropbox:
If you've decided that you want to apply this field to a specific service choose the "Select Services & Classes" option from the dropdown menu, you will then see all your classes and services listed. Check the box next to the services/classes for which you would like to apply this field:
Once you've decided all those things, you can go ahead and click "Save & Add 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:
Remember that if you want to move this field or up or down in the list of created fields you can select the field and click & drag it to the desired position.
You can always come back and change your label or hint for the field you've created, change whether the field is required or whether it shows on the scheduler, and hide the field from view. If you want to change the order that the field comes in the form.
If you do hide one of the custom fields that you've created, you can always recover it by clicking the TimeTap Fields tab choosing from among the default/existing fields you have on your account.
Have questions about creating your own fields? Reach out to our support team and we'd be happy to answer them for you!