Creating bookings that require phone or email

It is possible to require a phone number and email when creating a booking in your Dashboard. This can be useful if you want to make sure that you always have easy access to your customer’s contact info.

In order to require these fields, you must deselect Skip contact full name and Skip contact phone, which are enabled by default. Keep reading this page to learn how to configure requiring phone and email for bookings.

Enabling requirement of phone and email

This setting is configured by permission group settings. Therefore, configuring the requirement of phone and email when creating a booking will affect all users within that permission group.

To require a phone number and email when creating a booking:

1. Go to Settings.
2. Navigate to Users & Permissions.
3. Select the Permission Groups tab.
4. Select Edit next to the group you want to configure.
5. In Bookings & Payments > Working with bookings, deselect the checkbox for “Skip contact email” and/or “Skip contact phone”.
6. Save changes.

You’re done! Phone and/or email are now required when Dashboard users within the configured permission group create bookings.

Making a booking with required phone and email

If a user is in a permission group that requires phone and/or email, they won’t be able to complete the booking without information filled in those fields:

FAQs

Internal-only content. Don't copy and paste to anyone.

Required permissions

In order to set this up on their own, clients must have the Manage user permission groups permission on their profile.