As part of the service you are offering, it is sometimes necessary to collect some additional information from your customer. In the Sesami app, you have three ways to do this!
1. Sesami Forms App
Create a form and include it in the booking process.
✨ Sesami Forms App is exclusively accessible through the new Sesami Admin Portal.
👉 Sesami Forms can only be used with Instant Booking
⚙️ [ Click Here ] to learn more about the Sesami Forms app and how to set it up
2. Send a form with your booking confirmation
You can add a Form to the Booking Confirmation email so your customers can fill it out after their booking is completed.
To do a Form, simply navigate to:
- Sesami > Services
- Choose a service by clicking on "Manage"
- Under the section "Appointment Details", you will have the option to enter your location (such as an online meeting link) or add the form link that you want your customers to fill out.
- Exporting Forms to a Spreadsheet:
In Google Forms, there is an option to export the responses to Google Sheets.
For other websites, you will need to export the file and then upload it to your Sheets/Excel.
3. Create Fields
Adding fields to the Service page is a great way to collect additional information while your customer is booking a service.
You can add fields using Shopify's custom product options.
This customized information for products is a change you will need to make on your Shopify liquid theme files.
For more details:
- Get customization information for products
- How to add line item properties in products?
- Line item property
Take a quick look at this service: Skincare Consultation
Whitelisting the fields to be saved and presented in the Sesami calendar, emails, and Google events
*Please contact the Sesami CX team to proceed.
Please note! If you are using Instant Booking, this solution won't be possible, as the data captured will be added to the Shopify Order line item properties in the Cart. Instant booking skips the cart and checkout page.
- Exporting Fields to a Spreadsheet:
Export the Shopify orders. The line properties will be included. You just need to upload them to your Sheets/Excel.
Support Options:
If you are not comfortable with editing your own liquid theme files, even though this is not part of Sesami's main app, we can help with that!
Please contact the Sesami CX Team [ help@sesami.co ] and share the ideas for Fields you would like to add to Sesami Services.
Our Tech Team will do this for you at no additional cost [paid plans only]!
Or:
- Contact your theme developer for support.
- Have your web developer edit the theme for you.
- Hire a Shopify expert to edit the theme for you - https://experts.shopify.com/.