In Amelia we have Customers tab which have some information about customers like name, email, phone, total visit, last visit, birthday, gender and notes.
Also we have appointments tab which have some information that the user enter when booking the appointment.
My question is, can I have all the information that the user enter when booking in the customer table as well ?? because when I search in the customers I need to have all the information, and it doesn't make any sense going back to the appointment to check that info.
Also, is there any way to add birthday in the booking form?? when I use custom I have found many options like text box, radio, checkbox, dropdown but there is no date, how can I add date of birth in the form ?
At the moment information from the custom field only goes to the appointments info as you noticed because in many cases those information that users collect are appointment based, not customer based. However, we had couple of same request so we are carefully tracking the number of requests and reconsidering possible changes in the future. As for the date picker custom field, this custom field will be in our next version which we are currently testing and will release very soon, but for the first version this field will not be connected to the Birthday field of the customer since it can be used for other purpose. If we get requests for this as well we will add it in the next versions.
Dear Amelia team,
In Amelia we have Customers tab which have some information about customers like name, email, phone, total visit, last visit, birthday, gender and notes.
Also we have appointments tab which have some information that the user enter when booking the appointment.
My question is, can I have all the information that the user enter when booking in the customer table as well ?? because when I search in the customers I need to have all the information, and it doesn't make any sense going back to the appointment to check that info.
Also, is there any way to add birthday in the booking form?? when I use custom I have found many options like text box, radio, checkbox, dropdown but there is no date, how can I add date of birth in the form ?
Thanks and regards,
Hi Loay,
Thank you for your inquiry.
At the moment information from the custom field only goes to the appointments info as you noticed because in many cases those information that users collect are appointment based, not customer based. However, we had couple of same request so we are carefully tracking the number of requests and reconsidering possible changes in the future. As for the date picker custom field, this custom field will be in our next version which we are currently testing and will release very soon, but for the first version this field will not be connected to the Birthday field of the customer since it can be used for other purpose. If we get requests for this as well we will add it in the next versions.
Best regards.