Booking site settings
How to customer settings
Customer Settings determines which customer-level fields are required, optional, or not asked at all. The platform can control first name, email, date of birth, phone numbers, address information, and custom fields so the business only asks for the data it truly needs.
Customer Settings determines which customer-level fields are required, optional, or not asked at all. The platform can control first name, email, date of birth, phone numbers, address information, and custom fields so the business only asks for the data it truly needs.
Customer settings
Customer Settings determines which customer-level fields are required, optional, or not asked at all. The platform can control first name, email, date of birth, phone numbers, address information, and custom fields so the business only asks for the data it truly needs.
- Use Required for data that must exist before a booking can be completed.
- Use Optional when the data is useful but not essential.
- Use Do not ask when the business wants to reduce friction and keep the form shorter.
- Custom fields can be added when the business needs extra customer-specific information.
Tips
- Set appearance and content first, then refine customer and participant fields so the public site feels branded before you optimize data collection.
- Keep required fields to the true minimum needed for operations and compliance.
- Review publish settings whenever new public surfaces like products, vouchers, or memberships are introduced.