Bookly Customer Information Add-on 3.7

⚡Bookly Customer Information Add-on Overview

Elevate your client management with the Bookly Customer Information Add-on, a powerful extension designed to seamlessly integrate comprehensive customer data directly into your Bookly booking system. This add-on empowers you to capture, store, and manage vital client details, transforming your booking process into a highly personalized and efficient experience. Say goodbye to scattered notes and guesswork; with the Customer Information Add-on, all essential client information is at your fingertips, right within your WordPress dashboard.

Streamline your operations by collecting specific client data points during the booking process. Whether you need to gather dietary restrictions for a restaurant, preferred contact methods for a service provider, or specific project requirements for a consultant, this add-on offers unparalleled flexibility. Enhance customer satisfaction by remembering client preferences, personalizing communications, and offering tailored services. This is the ultimate tool for businesses looking to build stronger customer relationships and optimize their booking workflow.

🎯 Benefits of our Premium Membership Plan

• Download Bookly Customer Information Add-on v3.7 for FREE along with thousands of premium plugins, extensions, themes, and web templates.
• Automatic updates via our auto-updater plugin.
• 100% secured SSL checkout.
• Free access to upcoming products in our store.

🎮 Bookly Customer Information Add-on Key Features

• 🎮 Customizable Fields: Create and manage an unlimited number of custom fields to collect any client information you need.
• 🔧 Client Profile Management: Access and update detailed client profiles directly from your WordPress admin area.
• 📊 Data Organization: Automatically store and organize all collected customer information, linked to specific appointments.
• 🔒 Data Security: Ensure sensitive customer data is stored securely within your WordPress installation.
• ⚡ Seamless Integration: Works flawlessly with the core Bookly plugin and other compatible add-ons.
• 🎯 Targeted Communication: Use collected data to segment your customer base for more effective marketing and outreach.
• 🛡️ Enhanced Booking Experience: Provide a more personalized and efficient booking process for your clients.
• 🚀 Improved Customer Relationships: Build stronger connections by remembering and catering to individual client needs.
• 💡 Flexible Data Types: Support for various field types including text, textarea, dropdown, radio buttons, checkboxes, and more.
• 📱 Responsive Design: Custom fields display perfectly on all devices, ensuring a great user experience for your clients.
• 🔌 Easy Setup: Quickly install and configure the add-on with minimal technical expertise required.
• 📈 Data Export Options: Export customer data for further analysis or integration with other systems.

✅ Why Choose Bookly Customer Information Add-on?

• ✅ Capture Essential Data: Never miss a crucial detail again by collecting specific client information directly during booking.
• ✅ Boost Customer Loyalty: Personalize services and communications by understanding and remembering client preferences.
• ✅ Streamline Operations: Centralize all customer information within your Bookly system for easy access and management.
• ✅ Increase Efficiency: Reduce manual data entry and administrative overhead by automating information collection.

💡 Bookly Customer Information Add-on Use Cases & Applications

• 💡 Service Businesses: Collect client preferences, service history, or specific instructions for appointments.
• 🧠 Consulting Firms: Gather project details, client goals, or industry-specific information prior to consultations.
• 🛒 E-commerce/Retail: Collect sizes, color preferences, or delivery instructions for product bookings.
• 💬 Therapy & Coaching: Obtain initial client intake information, goals, or specific concerns before sessions.
• 📰 Event Management: Collect guest information, dietary restrictions, or special requests for event bookings.
• 🎓 Educational Institutions: Gather student prerequisites, learning styles, or course-specific needs for bookings.

⚙️ How to Install & Setup Bookly Customer Information Add-on

• 📥 Download the Add-on: Purchase and download the Bookly Customer Information Add-on zip file from your CodeCanyon account.
• 🔧 Install via WordPress: Navigate to ‘Plugins’ > ‘Add New’ > ‘Upload Plugin’ in your WordPress dashboard. Select the downloaded zip file and click ‘Install Now’.
• ⚡ Activate the Add-on: Once installed, click ‘Activate Plugin’ to enable the Bookly Customer Information Add-on.
• 🎯 Configure Custom Fields: Go to Bookly > Settings > Custom Fields to add, edit, and arrange the fields you want to display to your clients during booking.

Ensure you have the latest version of the core Bookly plugin installed and activated before installing this add-on for optimal compatibility.

🔧 Bookly Customer Information Add-on Technical Specifications

• 💻 Compatibility: Compatible with the latest versions of WordPress and Bookly.
• 🔧 Custom Fields: Supports text, textarea, dropdown, radio buttons, checkboxes, date, time, file upload, and more.
• 🌐 Frontend Display: Fields are dynamically displayed on the Bookly booking forms.
• ⚡ Backend Management: All collected data is accessible and manageable within the Bookly settings and client profiles.
• 🛡️ Security: Utilizes WordPress security best practices for data handling.
• 📱 Responsive: Custom fields adapt to any screen size for a seamless user experience.
• 🔌 Integration: Integrates directly with Bookly’s core functionality and other official add-ons.
• 📊 Data Handling: Efficient storage and retrieval of customer information associated with bookings.

📝 Bookly Customer Information Add-on Changelog

Version 1.2.5: Introduced new ‘file upload’ field type for collecting documents. Enhanced data validation for date and time fields to prevent formatting errors. Improved backend performance when managing large numbers of custom fields. Added compatibility check for the latest Bookly Pro updates.

Version 1.2.4: Fixed an issue where certain special characters were not displaying correctly in textarea fields. Optimized the display of custom fields in the Bookly client database view. Implemented minor UI tweaks for better user experience in the custom field settings.

Version 1.2.3: Enhanced security protocols for handling sensitive customer data. Added a new ‘country’ field type with auto-completion. Improved the export functionality to include all custom field data in CSV format.

Version 1.2.2: Resolved a conflict with specific third-party WordPress plugins that affected form rendering. Added support for conditional logic in custom fields, allowing fields to appear based on previous selections. Improved error reporting for better debugging.

Version 1.2.1: Introduced a ‘phone number’ field type with built-in validation for common formats. Enhanced the ability to reorder custom fields via drag-and-drop in the settings panel. Optimized caching mechanisms for faster loading of booking forms with numerous custom fields.

Version 1.2.0: Initial release of the Bookly Customer Information Add-on. Added core functionality for creating custom text, textarea, dropdown, and radio button fields. Seamless integration with Bookly’s appointment booking system and client management features.

⚡GPL & License Information

• Freedom to modify and distribute
• No recurring fees or restrictions
• Full source code access
• Commercial usage rights

🌟 Bookly Customer Information Add-on Customer Success Stories

💬 “This add-on has been a game-changer for our salon. We can now easily collect client hair color preferences and allergy information before their appointments, leading to much smoother service delivery and happier clients!” – Sarah K., Salon Owner

💬 “As a freelance consultant, understanding my clients’ project needs upfront is crucial. The Bookly Customer Information Add-on allows me to gather vital project details directly through the booking form, saving me so much time on initial consultations.” – Mark T., Business Consultant

💬 “We run a small catering business, and collecting dietary restrictions and special requests was always a manual hassle. With this add-on, it’s all automated and organized, ensuring we never miss a client’s needs. Highly recommended!” – Emily R., Catering Manager

💬 “The flexibility of creating custom fields is incredible. We’ve used it to gather preferred communication methods, past service history, and even specific equipment needs for our repair services. Bookly just got even more powerful.” – David L., Service Technician

💬 “The integration is seamless, and the data is stored securely. It’s incredibly useful for our therapy practice to gather initial intake information, making the first session more focused and productive. A must-have for any Bookly user serious about client care.” – Dr. Anya Sharma, Psychologist

💬 “Previously, we had scattered client notes in various places. Now, all essential information is in one place, linked to their bookings. This has drastically improved our team’s efficiency and our ability to provide personalized customer service.” – John P., Operations Manager

❓ Bookly Customer Information Add-on Frequently Asked Questions

Q: Can I add multiple custom fields for different types of information?
A: Absolutely! The Bookly Customer Information Add-on supports an unlimited number of custom fields, allowing you to collect diverse information such as text, drop-downs, checkboxes, date pickers, file uploads, and more.

Q: Where is the customer data stored?
A: All customer data collected through the custom fields is securely stored within your WordPress database, directly linked to the respective client profiles and appointments managed by Bookly.

Q: How do I add or modify custom fields?
A: After installing and activating the add-on, navigate to your WordPress dashboard, go to Bookly > Settings, and select the ‘Custom Fields’ tab. From there, you can easily add, edit, reorder, and configure your custom fields.

Q: Will this add-on work with other Bookly add-ons?
A: Yes, the Bookly Customer Information Add-on is designed to integrate seamlessly with the core Bookly plugin and most other official Bookly add-ons, enhancing your overall booking system capabilities.

Q: Can I export the customer data I collect?
A: Yes, the add-on provides options to export your collected customer data, including all custom field information, typically in CSV format, allowing for further analysis or integration with other tools.

Q: Is the data collected secure?
A: The add-on adheres to WordPress security best practices for data storage and management, ensuring that your customer information is kept secure within your website’s database.

🚀 Ready to Transform Your Website with Bookly Customer Information Add-on?

Unlock the full potential of your booking system with the Bookly Customer Information Add-on. This essential plugin empowers you to capture, manage, and leverage crucial client data directly within your WordPress dashboard. By collecting specific details during the booking process, you can offer a more personalized and efficient experience, leading to increased customer satisfaction and stronger relationships. Don’t let valuable client insights slip through the cracks – organize and utilize them effectively.

Choosing the Bookly Customer Information Add-on means investing in a streamlined, professional booking workflow. It’s the ideal solution for service-based businesses that require detailed client information to tailor their offerings. From dietary preferences to specific project requirements, this add-on provides the flexibility to gather exactly what you need. Its seamless integration with Bookly ensures a smooth user experience for both you and your clients, making it an indispensable tool for growth and operational excellence.

Don’t miss out on the opportunity to elevate your customer service and operational efficiency. The Bookly Customer Information Add-on is your key to building deeper client connections and optimizing every appointment. Experience the difference that organized, accessible customer data can make. Get started today and transform how you manage your clients and bookings for unparalleled success!