Add Custom Fields to the appointment card
I
Irrum Uddin
For the fields on the form connected to a calendar, to appear when you manually create a booking for the customer on the appointment card/pop-up.
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R
Robert Robbins
COMMENT FOR: Appointment forms / custom fields on appointment card
This would help a lot for contractor and home-service businesses.
When manually creating or booking an appointment, we often need to capture job-specific details at the same time, not just basic contact information. Things like project address, gate/access instructions, job type, products requested, install notes, and other appointment-specific details need to be visible and usable from the appointment workflow.
For our use case, the bigger need is for those appointment form/custom fields to also be able to write to the related opportunity, not only the contact. Many of these details are tied to a specific job/opportunity and should not always live permanently on the contact record.
Ideal solution:
* Show calendar form custom fields when manually creating a booking
* Allow appointment/custom fields to map to opportunity custom fields
* Allow hidden fields or booking links to preserve the related opportunity
* Make appointment details available in appointment-triggered workflows
* Allow Teams/internal notifications to include those appointment/job-specific fields
D
Darren Walker
Crazy how many of my clients have asked for this and I cant help them :(
P
Pascal Dörflinger
This would be great for internal tracking and reporting.
H
Hayley Twizell
Desperately needed please instead of just custom fields for Contacts or Opportunities