About User Defined Fields

What are User Defined Fields?

User Defined Fields are custom fields that you create and add to forms in Meevo. These custom fields can be drop-downs, radio buttons, lists, checkboxes, text boxes, date calendars, or file upload controls, and you can make any of them a required field. Meevo audits the usage of custom fields just as it does any other field.

How do I create User Defined Fields?

  1. Add the User Defined Field.
  2. Assign the User Defined Field to an App Area in Meevo.

Where can I place custom fields in Meevo?

After you create a custom field, you assign it to an App Area in Meevo.

  • You can place a field in a maintenance form, like the Client or Product forms. You have the option to place the field in the Main tab or in a custom tab.
  • The field can appear in a pop-up window in Appointment Book that is triggered when a specific service is booked, checked in, or checked out.
  • The field can appear in Online Booking if placed in the Booking App Area and Show when booking online is enabled when placing the field.

 

When are UDFs available in Online Booking?

UDFs associated with a client's selected services appear to clients in an Additional details section, allowing clients to provide information such as intake details, preferences, or other questions your business has configured before completing their booking.

UDFs are displayed by service, making it clear which questions apply to each service being booked. For group appointments, each guest sees and completes only the questions associated with their own selected services.

  • Online Booking supports existing Text Box, Text Area, Check Box, and List Box UDF types assigned to the Booking App Area. The UDF must also have Show when booking online enabled and be associated with the service being booked.
  • Check Box and List Box fields are now presented as checkbox selections, allowing clients to select one or more configured values.
  • UDFs can also be made to be required. Required questions are clearly identified during booking and must be completed before the client can continue, helping your business collect important information before the appointment is booked.

 

How do I view responses to UDFs?

See Viewing Answers to UDFs for details on the various ways to see those answers.

Can I inactivate a custom field?

If Meevo collects audit data on a custom field, the field cannot be deleted, but you can inactivate (hide) and reactivate (show) the field from the tab or App Area.

Data required to create this item:

There are no prerequisites to creating a new field. However, to assign the field to a tab, you must have at least one Business Type configured.