Ask who a booking is for
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Ask for a pet, a family member, a vehicle or someone else when a customer books, and keep the details on their profile for next time.
- Who can do this
- Owners and admins
- Where to find it
- Services, then Who it's for
Some services are for something other than the customer: a pet, a child, a car. Who it's for lets you ask about that once, and keeps the answers with the customer for their next booking.
Write the questions
Open Services, then the Who it's for tab.
The list has four kinds: Pets, Family members, Vehicles and Someone else. A kind says "No service asks yet." until you add questions.
Choose Add questions beside a kind. To change what you already ask, choose Edit questions.
Choose Add a question for each thing you need to know. Choose how it is answered, the same way as in booking questions. An answer can add time and price, such as a large dog.
Choose Save changes.
Photos and files cannot be asked here. Ask for them in a service's booking questions. See Ask questions when someone books.
Choose which services ask
A service asks only when you set it to.
On the Services tab, choose Edit on the service.
Open More options.
Under Ask who this booking is for, choose A pet, A family member, A vehicle or Someone else. Don't ask is the default.
Choose Save changes.
The list on the tab then names how many questions you ask and which services ask them.
What the customer sees
When they book that service, customers pick one they saved before, or add one. Their saved details stay on their profile, and your team sees who a booking is for on its panel, such as "For Sam".
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