Applies to: Admins
Overview
Custom form fields allow you to gather specific information from customers when they book appointments through Endear. You can add different types of fields to your appointment booking forms to collect details that help you better prepare for customer visits and personalize their experience.
Create custom questions tailored to your business needs
Collect information before the appointment to improve preparation
View customer responses directly on appointment details
Choose from multiple field types including text, select, and multi-select options
Required Contact Fields
Every appointment booking form automatically includes and requires three contact fields from customers: first name, last name, and email address. These fields cannot be removed or made optional—they will always appear on your booking forms to ensure you capture essential customer information. In addition to these required fields, you can add custom fields below to gather additional information tailored to your business.
Available Field Types
Single Line/Multi-Line Text
Use text fields when you need customers to provide open-ended responses. Depending on the length of the response, choose select single-line for short responses or multi-line to allow for more detailed responses.
"What are you shopping for today?"
"Do you have any specific style preferences?"
"Please share any additional details about your visit"
Select Field
Use select fields when customers should choose one option from a predefined list.
"Which service are you interested in?" (Personal Shopping, Styling, Alterations)
"How did you hear about us?" (Social Media, Friend, Advertisement)
"What is your preferred contact method?" (Email, Phone, Text)
Multi-Select Field
Use multi-select fields when customers can choose multiple options from a list.
"Which items are you interested in?" (Dresses, Shoes, Accessories, Jewelry)
"What occasions are you shopping for?" (Work, Weekend, Special Event)
"Which colors do you gravitate towards" (Neutrals, Jewel Tones, Pastels, Bold & Bright)
Step-by-Step Guide
1. Navigate to Appointments, then Settings.
2. Select Services.
3. Select the service for which you want to customize the corresponding form.
4. Select Add Field to create a new field
Configure your custom field:
Name: Enter the name for this field
Associated Customer Field Key: If your question is a field you already track in Endear, you can select it from this list so the customer can input their response. Learn more about configuring custom fields here.
Note: Whatever the customer selects will override your existing data. For example, let's say you're currently keeping track of a customer's preferred materials. When a customer books an appointment, whatever they select will override any existing data.
Type: Choose from Single-line text, Multi-line text, Checkbox, Select, Phone Number, or Email Address.
Note: If you use an Associated Customer Field Key, the type will be preset based on the existing settings.
Description: Enter a description if you think customers would benefit from additional details.
Required: Toggle on if customers must complete this field to book
5. Select Add to add the field to your booking form. Repeat steps 3-5 to add additional fields as needed.
Editing or Deleting Fields
Editing a field type may affect existing data.
Deleting a form field will not remove previously collected responses, but the field will no longer appear on the booking form for new appointments.
Best Practices
Keep Forms Concise
Only ask for information that will meaningfully improve the appointment experience. Too many fields can discourage customers from completing their booking.
Use Required Fields Sparingly
Mark fields as required only when the information is essential. Optional fields give customers flexibility while still collecting valuable data.
Provide Clear Names
Write field names as clear questions or statements so customers understand exactly what information to provide. Use the description when more context is needed.
Use Select Fields When Possible
Select and multi-select fields make it easier for customers to respond quickly and provide you with consistent, organized data.
Important Notes
Custom form fields are specific to each service. If you want the same fields on multiple services, you'll need to add them to each service individually.
Changes to form fields only affect new bookings. Existing appointments retain their original form structure.
Form responses are stored with the appointment record and can be referenced when preparing for the appointment or following up afterward.
Related Articles
Still Need Help?
We are happy to assist you for more 1:1 direction. Reach out to our live chat!