Customer details are essential to personalizing the guest experience and improving the management of your waitlist, appointments, or services. With Waitwhile’s Customer Detail Settings, you can configure what information is collected from customers and how it’s used. This flexibility ensures your business captures relevant data without overwhelming customers during their interactions.
Accessing Customer Detail Settings
To configure customer details:
Log in to your Waitwhile dashboard.
Navigate to Settings > Customer Journey > Customer Details.
Key Features of Customer Detail Settings
1. Default Customer Fields
Waitwhile provides some standard fields that are pre-configured for collecting basic customer data. These include:
Name: The primary identifier for your customer.
Phone number: Used for sending SMS alerts and reminders.
Email address: Optional for sending email confirmations or newsletters.
Party size: Useful for managing group visits.
Customer ID: used as a unique identifier for each customer specific to your business operations. This could be a membership number, loyalty card ID, student ID, or any other identifier.
You can enable or disable any of these fields as per your business needs.
2. Custom Fields
If your business requires additional information beyond the standard fields, you can create custom fields to collect specific data, such as:
Customer preferences
Membership or loyalty program numbers.
Special instructions or notes
Opt-in for future marketing materials
How to Create a Custom Field:
Go to Settings > Customer Journey > Customer Details >
Click Create input field and define:
Field name: What information you want to collect.
Display Name: Display a different name for your customers
Type: Choose between text, number, dropdown, checkbox, or date, etc
Validation: require a certain input (e.g. birthdate must be > than 01/01/1990
Default Value: Include a default value which the customer can change
Registration types: Specify whether this field is for Bookings, Waitlist, or both
Placeholder: Add placeholder text to provide additional instructions to the customer
Required response: Specify if this field is required for staff and/or customers
Privacy: Select if the field is visible to customers or just your internal staff.
Supported services: Specify if the field should be available for a specific Service(s)
Locations: Determine whether this field should be shared across more than one location
Ordering: Order your custom input fields
sensitive information: Specify if the field contains sensitive
Click Create to save the new field.
3. Mandatory Fields
You can mark specific fields as required to ensure that essential information is always provided during booking or registration. If customers skip required fields, they will receive a prompt to complete them before proceeding.
Mandatory fields will appear with an asterisk on the registration form
4. Field Visibility Options
Public: Customers will see and fill out these fields during booking or check-in.
Internal Only: Staff members can view and fill out these fields from the Waitwhile dashboard, but customers won’t see them.
5. Field Order and Organization
You can customize the order in which fields appear to customers. Simply enter a number in the Ordering section of each input field. This helps streamline the form-filling process for your guests.
Note: Ordering only applies to custom input fields. Default fields will always remain at the the top of your registration form.
6. Internal Notes
Your team can add internal notes to customer profiles, visible only to staff members. These notes allow you to track key insights about customers that help improve service delivery.
Learn more about how Notes are used in Waitwhile
7. GDPR Compliance and Data Privacy
Waitwhile ensures that your data practices align with GDPR and other privacy regulations. You can configure settings to:
Allow customers to edit or delete their personal data.
Display privacy policies for transparency.
Manage data retention for customer information.
Learn more about how Data Anonymization works in Waitwhile
8. Additional Customer Detail Options
For additional configuration options go to Customer details > Customer detail options.
Show customer Ticket ID: a system-generated unique identifier assigned to each customer when they join a waitlist or book an appointment. It acts like a reference or tracking number, ensuring both the business and customer can monitor their visit status easily.
Learn more about using Ticket IDs in Waitwhile
Edit customer details after registration / booking: Allow customers to edit their information after they complete the registration or booking process. This is extremely useful if a customer mistypes a name or contract information.
Coming later: Determine when in the registration process data collection is requested.
Have additional questions or need assistance? Reach out to us via chat or at support@waitwhile.com