With Bookeo, you can offer merchandise and add-ons to your services, as well as gather information about customers and participants. You can set up:
- Regular options: options that apply to the specific workshop/class/tour for which they were set up, and to all or selected services (in a Bookeo Appointments account). Click here to learn more
- Global options: options that apply to selected workshops/classes/tours and to all services or none of the services (in a Bookeo Appointments account). Click here to learn more
- Customer standard and custom fields: questions related to customers and participants in any booking. Click here to learn more
Regular option vs Global option vs customer fields: Which one should you use?
In general, options are questions about the specific booking. Customer fields are questions about customers.
- To sell merchandise or add-ons, or to ask questions regarding a specific class or tour, you should set up a regular option.
- To sell the same merchandise or add-ons for multiple classes/tours, or offer the same pickup locations for multiple tours, you should set up a global option.
- To ask a question that is about the customer (such as dietary requirements, health issues, weight, etc.) and not about the specific booking, or a question like "How did you hear about us?", you should set up customer custom fields. If you have set that customers must create an account with your business, any future bookings they make will have these fields pre-filled with the information from their customer profile.