TIMIFY Branch Manager: Global management of all relevant data fields

With global data fields you can adapt TIMIFY even better to the needs of your company and all assigned locations in order to create the best booking journey possible that fits perfectly to your company's and customers' requirements. Use predefined data fields such as phone number or first and last name or create individual data fields to collect more specific information during the booking journey which are relevant for you to prepare yourself for the actual appointment or to understand your customers even better.

You can find all global data fields within the section "Data fields" in your TIMIFY Branch Manager:

1. How do I create a new data field?

In order to add a new data field, first select the category in which your data field is to be added and click the "+" symbol:

When creating a new data field, you first select a name and the category of the field.

If you want your customer to enter information in the data field in a certain format, you can specify this with the option "Field type". You can choose between the following field types:

• Adrress, E-Mail, Phone number

• Check box

• Date

• Multiple entries

• Text field ( single or multiple line)

• Time zone

Then, click on the Branches tab and specify which locations should inherit the new data fields.
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You then have to choose whether to make it available for All branches (that would include any new branches created in the future as well), or for Specific branches that you can select manually.
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If you at any time select All branches and save your choice, this action is irreversible and you won't be able to switch to Specific branches later on.

Depending on what information is requested, it is important to see all previous customer entries in a history or to be able to display only the most recent entry. You can now either save all data, e.g. for a booking history ("Keep copies of the data") or display and save only the latest entry ("Overwrite data").

Now you have to assign a global (group) service to the data field. You also have the option to select "All" services.

!!!IMPORTANT!!!

Global data fields can only be assigned to global services. So before being able to assign data fields to a specific service you need to create global (group) services via the TIMIFY Branch Manager.

2. Additional Data Field Settings

Finally, you can activate the data field so that it appears in the customer database and can be filled out.

In this section, you can further specify whether the customer field is mandatory or optionally to be filled out - either internally and/or by your customers when activating it for online booking, so that your customer already enters data online during the booking process:

If you activate the field for online booking, you can now choose whether the field should be displayed before or after the customer has submitted his data or logged in.

Check the box "Mandatory booking field" if you need the customer to fill in this field to finish his booking.

Don't forget to save all entries at the end below.

3. Status of Data Fields

By the way, you can see the status of the data field from the colours on the left side of the data fields.

• GREY - the data field is neither published in the customer database nor activated for online booking

• YELLOW - the data field is available in the customer database, but not activated for online booking

• GREEN - the data field is activated in the customer database as well as available for online booking

Data fields help you to collect all relevant customer data while they're booking online or when you create a new appointment. This way you are always perfectly prepared for the next customer.