How to Add Custom Fields in Microsoft Bookings

Microsoft Bookings allows you to collect additional information from customers by adding custom fields to your booking form. Here’s how you can easily add the custom fields in Microsoft Bookings

How do I add custom fields in Microsoft Bookings?

1. Go to Microsoft Bookings and sign in with your Microsoft 365 account.
2. Select the booking page where you want to add custom fields.
3. Click on Services from the left menu and select the service where you want to add custom fields.
4. Scroll down to the Custom Fields section under Booking Options.
5. Click Modify to edit the booking form.
6. In the Custom Fields section, you will see a list of default fields (Name, Email, Phone, etc.).
7. Click Add a Question to create a new field.
8. Choose a field type first:
   • Text Field – For short answers (e.g., customer’s company name).
   • Dropdown – This is a feature for the customer to select from a list of options.
   • Checkbox – Useful for agreements or confirmations.
   • Number Field – Accepts only numeric values.
9. Enter a label (e.g., Preferred contact method).
10. You also have the option to mark the field as required if it must be filled before booking.
11. Click OK to save the custom field.
12. Scroll to the top and click Save to apply changes to the service.
13. Test your booking form by previewing it to ensure the custom fields appear as expected.

    How do I edit a custom field?

    To edit or delete a custom field, return to the Modify section under the selected service. Make changes as needed and save the form again.

    Custom fields help collect more details from customers and improve the booking experience for both yourself and your clients. You can choose between different custom fields based on your requirements.

    Now your booking page is customized with additional fields to gather the information you need.