# Contact / Appointment Fields with questions

<span class="rvts20">In pickAtime, you can collect specific data from your participants at two different stages: when they first create an account or when they book a specific appointment.</span>

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### **<span class="rvts0"><span class="rvts57">1. Choosing the Right Field Type</span></span>**

<span class="rvts20">Before setting up your fields, determine when you need the information:</span>

<div class="rvps10" id="bkmrk-feature-contact-fiel"><table><tbody><tr><td>##### **<span class="rvts21">Feature</span>**

</td><td>##### **<span class="rvts21">Contact Fields</span>**

</td><td>##### **<span class="rvts21">Appointment Fields</span>**

</td></tr><tr><td><span class="rvts21">When it’s collected</span>

</td><td><span class="rvts20">During initial Account Sign-up.</span>

</td><td><span class="rvts20">Every time a slot is booked.</span>

</td></tr><tr><td><span class="rvts21">Frequency</span>

</td><td><span class="rvts20">Collected </span><span class="rvts21">once</span><span class="rvts20"> per user.</span>

</td><td><span class="rvts20">Collected </span><span class="rvts21">for every</span><span class="rvts20"> appointment.</span>

</td></tr><tr><td><span class="rvts21">Best Used For</span>

</td><td><span class="rvts20">Phone numbers, address, or language preference. Contact specific information. </span>

</td><td><span class="rvts20">Student name, specific questions for the teacher, or meeting topics. Appointment specific information.</span>

</td></tr><tr><td><span class="rvts21">Location</span>

</td><td>**<span class="rvts21">Global Setup / Contacts Setup</span>**

</td><td>**<span class="rvts21">Settings / Appointment Fields</span>**

</td></tr></tbody></table>

</div>---

### **<span class="rvts0"><span class="rvts57">2. How to Set Up Fields</span></span>**

<span class="rvts20">Both Contact and Appointment fields are configured using the same simple process:</span>

1. <span class="rvts20">Navigate to either **[Global Setup / Contacts](https://help.pickatime.com/books/additional-event-features/page/global-setup-contacts-setup) Setup** or **Settings / Appointment Fields.**</span>
2. <span class="rvts20">Add the Field: Type the name of the information you want (e.g., "Phone Number") into the Add New box and click add.</span>
3. <span class="rvts20">Activate the Field: The new field will appear in the Available Fields section. Click the &lt; button to move it into the Included Fields column.</span>
4. <span class="rvts20">Admin Visibility: Check the box under "Required for Admins" if you want staff members to see and fill out these prompts when testing the system. </span>

<span class="rvts20">💡 Pro-Tip: Do not create fields for "First Name," "Last Name," or "Email." The system collects these automatically during registration; adding them here will force the user to enter the same info twice.</span>

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### **<span class="rvts0"><span class="rvts57">3. Viewing the Collected Data</span></span>**

<span class="rvts20">In the Appointments Grid (Admin View)</span>

<span class="rvts20">For </span><span class="rvts21">Appointment Fields</span><span class="rvts20">, you can see the data immediately without running a report:</span>

- <span class="rvts20">Go to the </span><span class="rvts21">Appointments</span><span class="rvts20"> page.</span>
- <span class="rvts20">Click on any booked slot.</span>
- <span class="rvts20">Look at the section </span><span class="rvts21">below the calendar on the left-hand side</span><span class="rvts20"> to see the custom information provided by the participant.</span>

<span class="rvts20">In Reports</span>

<span class="rvts20">To include these custom fields in your report:</span>

1. <span class="rvts20">Go to the </span><span class="rvts21">Reporting</span><span class="rvts20"> section.</span>
2. <span class="rvts20">Click the blue </span><span class="rvts21">Contact Fields</span><span class="rvts20"> or </span><span class="rvts21">Appointment Fields</span><span class="rvts20"> link.</span>
3. <span class="rvts20">Check the box in the upper right-hand corner of the pop-up to select all fields (or select specific ones).</span>
4. <span class="rvts20">Confirm your selection; the data will now appear as a new column in your report.</span>

### **<span class="rvts20">FAQ</span>**

##### **We have had a large number of people entering the current date in the DOB field. Is there a way that we can not allow anything later than 2000?**

Yes, we have added an update to the Date Field in both the Appointment and Contact Field Setup sections. This update allows you to add 'restrict dates' to control the date range that participants can enter to ensure that there are fewer erroneous entries.

[![image.png](https://help.pickatime.com/uploads/images/gallery/2026-05/scaled-1680-/QRYimage.png)](https://help.pickatime.com/uploads/images/gallery/2026-05/QRYimage.png)