> ## Documentation Index
> Fetch the complete documentation index at: https://help.oskaros.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Collect Client Info

> Capture the details you need without overwhelming your clients.

Collecting the right information at the right moment helps you deliver a smooth and personalized experience.\
Oskar lets you ask for essential info up front — while keeping the booking flow fast and friction-free.

***

## Add Custom Fields

Create your own questions, such as:

* “Special Requests”
* “Experience Level”
* “Allergies”
* “Preferred Instructor”

Add them under:\
**Organization Menu (top left) → Settings → Custom Fields**

Custom fields appear during checkout for all relevant services, events, or resources.

Learn more in:\
**[Custom Pricing & Fields](/guides/deep-dives-and-how-tos/custom-pricing)**

***

## Capture Notes & Remarks

Enable a simple remarks box (e.g., “Need a quiet room” or “Arriving with a stroller”) via:

**Organization Menu (top left) → Settings → Payment & Checkout**

These notes are stored with the order and appear in the calendar booking details.

For checkout behavior, see:\
**[Payment & Checkout Settings](/documentation/pricing-and-payments/set-payment-methods)**\
**[Multi-Booking & Cart](/documentation/bookings-and-scheduling/multi-booking-and-cart)**

***

## Store & View Client Details

All collected information — custom fields, remarks, history, tags — is saved automatically.\
Access it anytime in:

**Left Menu → MAIN → Customers**

Each profile includes:

* Contact info
* Booking history
* Notes & tags
* Upcoming appointments

Learn more in:\
**[Customers Module](/documentation/core-modules/customers)**

***

## Tips for Better Data Collection

* Ask only what you truly need — too many questions reduce conversion.
* Use custom fields for structured data and remarks for free-text input.
* Review client info regularly to personalize your service.
* For classes and events, pair info collection with **[QR Code Check-Ins](/documentation/bookings-and-scheduling/qr-code-check-in)** for smoother arrivals.

***

Thoughtful data collection keeps your booking flow fast while giving you valuable insights to tailor each client’s experience.