The Customer Information section in the Salonly Plugin allows administrators to configure and manage customer data fields for form submissions. This section defines the structure, labels, and availability of customer-related input fields (e.g., name, email, phone, and address) used during checkout or booking processes.
🧩 Navigation Path
Dashboard → Payment → Customer Info
🧾 Section Breakdown
1. Title Configuration
- Title:
Defines the main heading for the customer information form.
Example: “Fill out your details”
⚠️ Avoid using special characters (&). - Subtitle:
Sets a subheading displayed under the title to provide additional instructions.
Example: “Provide your valid personal details”
2. Form Tab / Title Setup
- Title / Tab Title [multi-step]:
Specifies the label for the customer info tab or section in multi-step forms.
Example: “Personal”
3. Customer Fields
| Field | Description | Example | Notes |
|---|---|---|---|
| First Name | Label for the first name input. | “First Name” | Avoid special characters. |
| Last Name | Label for the last name input. | “Last Name” | Avoid special characters. |
| Email Address | Label for email input. | “Email Address” | Avoid special characters. |
4. Additional Fields
Additional fields can be added using the + Add button.
Default optional fields include:
- Phone
- Address
Each field can be expanded or removed using the small “x” icon on the right.
5. Business Country
- Dropdown selector to set the country in which services are available.
- Options:
- All – Service available globally.
- Specific Country – Restricts service availability to a selected country.
6. Available State
- Input field to define specific states within the selected country where bookings are available.
- Once a business country is selected and saved, this field auto-refreshes to display valid states for that country.