Customer Field Definitions

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8 comments

  • Avatar
    myra

    I am not able to see and utilize the DISCLAIMER functionality in any of the settings. I have the "pet" function turned on. 

  • Avatar
    Shawn Reiterman

    Myra - The Disclaimer field has been removed from the Customer Fields/terms section because it would not keep customers from scheduling if left unchecked. The best field to use instead is the “Allow Customers To See” field because it will keep customers from logging in if they select the “No” option. 

  • I am unable to locate the "alert" customer field anywhere under the client tab. Where do I find it to input data?

  • Avatar
    Shawn Reiterman

    Thanks for letting us know. I'll add a support ticket for you to find out what happened and give you access to the Alert field. 

  • Avatar
    GARY

    Shawn,

    How do I show the customer address on the mobile app? And also how do I set it where only the working hours are displayed and not the shade areas where when we are closed.

     

    Thanks

  • Avatar
    Shawn Reiterman

    Hi Gary,

    Unfortunately, it is not currently possible to only show the available hours when viewing schedules, or customize the appointment page to include the customer address information. Sorry for the inconvenience this may cause when using the mobile application. 

  • Avatar
    Yellow Team

    Hi Shawn,

    We have a few different property managements that use use to clean their many different locations.  Is there a way to have them listed as a customer and use more than one address?  

  • Avatar
    Shawn Reiterman

    Hi Lore,

    Thanks for your comment! It sounds like you are currently required to create multiple profiles for your clients (one for each of their locations) to indicate what location the team assigned to the appointment will need to go to. Unfortunately, we don't have a specific feature designed to solve that issue.

    -Shawn

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