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Detail Settings: Capturing Customer Information in Qwaiting

Qwaiting Team avatar
Written by Qwaiting Team
Updated over a week ago

Customizing Customer Information Fields in Qwaiting

To collect specific customer data during check-in or appointment booking, Qwaiting allows you to customize the form fields shown on the ticket screen. This helps in capturing only the data you need for service delivery, analytics, or reporting.

Step 1: Access Manage Form Fields

  • Log in to your Qwaiting Admin Dashboard

  • Go to Settings

  • Click on Manage Form Fields

Step 2: Add a New Field

  • Click on Add New Field to begin creating a custom field.

Step 3: Configure the New Field

While adding the new field, configure the following:

  • Title: Enter the label customers will see (e.g., “Membership Number”, “Purpose of Visit”)

  • Type: Choose the appropriate input type – text, number, dropdown, checkbox, etc.

  • Size of Text: Define the width or size of the input box.

  • Display Options: Choose where this field should appear:

    • On the Ticket Screen (for staff view)

    • On the Printed Ticket

    • On the Customer Booking/Check-in Form

  • Category: Assign this field to a specific service or department, if needed. For example, you may only require this field for certain service types.

Step 4: Save

  • Once you've filled out all the required configurations, click Save.

Your custom field will now appear in the selected locations, allowing you to:

  • Collect tailored customer information

  • Improve data accuracy for specific services

  • Enhance your reporting and customer experience


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