This article is updated to our latest release, which is being rolled out to all Users gradually.
If you see a Schedule button in the top navigation menu, you are viewing the updated version of OnceHub. Otherwise, you can expect to see this in the near future. Please contact us with any questions.
In this article, you'll learn about editing System fields.
- Your name
- Your email
- Your company
- Your phone
- Your mobile phone
- Your note
- Customer guests (not included in the Default Booking form)
NoteIf you want to ask for information that is not included in the System fields or Custom fields, you can create your own Custom field. Learn more about Custom fields
Editing System fields
- Go to Setup -> ScheduleOnce setup in the top navigation bar.
- Open the lefthand sidebar and in the Tools section, select Booking forms editor.
- Click the Edit icon next to the field name you want to edit in the Booking form (Figure 1).
- The Edit system field pop-up will appear (Figure 2). Here, you can edit the Field title and Add subtext.
When you edit a System field, you are editing that field only for the specific Booking form you are working on at that time. If you close the Booking form and edit the same field in a different Booking form, the changes you make are applied to only this new Booking form.
In contrast, Custom fields are edited in the Fields library, so any change made to the field is applied to every Booking form which includes the field. Learn more about Custom fields
NoteYou cannot edit the options in a System field drop-down menu. To customize drop-down menu options, create a Custom field.
The Field title is the name of the field as it will appear to Customers on the Booking form. For example, you can change the “Your name” field to say “First and last name." If you don't enter any text for the Field title, the Field name will be used.
ImportantYou should not use a System field to collect information other than what it is intended for. For example the “Your name” field should only be used to ask for the Customer’s name and the “Your phone” field should only be used to ask for a phone number.
Using these fields to collect information other than what is intended can break the scheduling process. For example, if you change the Field title of the email field to ask for something else, your Customer will not receive email notifications about the booking they made.
To add subtext to a field, check the Add subtext box. Then, enter a description of the field or explain why you are asking for the information.
For example, if you are asking for the Customer’s phone number, you can use this space to explain how you are going to use the phone number. You can also hyperlink text. For example, you could link to your Terms of service.
Require email verification for the email System field
If you are worried about Customers mistyping their email address when making a booking, you can turn on the Email verification option in the email Edit system field pop-up for the Email field (Figure 3).
When enabled, the Customer will be asked to enter their email address a second time and allow ScheduleOnce to verify that both email addresses match.
Enable SMS notifications for the Mobile phone System field
If you want to send booking-related SMS notifications to your Customers, you must provide them with an option to opt-in to this service.
To do this, check the Enable SMS box in the Booking forms editor. To set the default as opt-in or opt-out, check the OK to send me booking notifications via SMS checkbox.
When you enable this option, your Customers will be asked to opt-in to receiving SMS notifications in the Booking form.
When this option is enabled and your Booking form is skipped, the checkbox will appear in the date and time selection step.