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How do I add a Custom Field to Customers within a Group Reservation?

To add a Custom Field to Customers within a Group Reservation, choose Manage > Custom Fields

Custom Fields for Customers within a Group Reservation can be created in the Reservation Customer (Group) section:

how-do-i-add-a-custom-field-to-customers-within-a-group-reservation

Click + Add Custom Field to add a new Customer Field how-do-i-add-a-custom-field-to-customers-within-a-group-reservation

how-do-i-add-a-custom-field-to-customers-within-a-group-reservation

FieldDescription
NameEnter the label for the Custom Field
CodeEnter an internal code, which will appear in two places:
  • on a CSV file when this data is exported
  • in an email template Please enter a code with no spaces and one which is unique amongst the Custom Fields in your accounts | | Model Type | This is the object that the Custom Field relates to.  It will be pre-selected to Reservation Customer (Group), but can be changed | | Data Type | Select the data type for the field from the following options:
  • Text
  • Long Text
  • Multiple
  • Yes/No
  • Number
  • Date | | History | Select this checkbox to record all changed made to the value entered in this Field | | Customer Visible | Select this checkbox for this Field to be visible to the Customer Not applicable to all Model Types | | Customer Editable | Select this checkbox for this Field to be editable by the Customer Not applicable to all Model Types | | Default Value | Enter a value that you would like this Field to be pre-filled with Or leave this section blank | | Values | If you have selected 'Multiple' in the Data Type, enter the value selections here Please enter the values in a list, one underneath the other |

Click Save

This Custom Field will appear in the following areas:

Group Reservation

When you click on the View button for a Customer within a Group Reservation:

see: How do I manage Customers in a Class Reservation?

how-do-i-add-a-custom-field-to-customers-within-a-group-reservation

how-do-i-add-a-custom-field-to-customers-within-a-group-reservation

Online Booking

When creating an Online Booking, this Field will appear in the 'Confirmation Details' section of the process

Please note, in order for this Field to appear during Online Booking, it must be set to Customer Visible

how-do-i-add-a-custom-field-to-customers-within-a-group-reservation

To add a Custom Field to Customers within a Group Reservation, tap Manage, then tap Custom Fields

how-do-i-add-a-custom-field-to-customers-within-a-group-reservation

Tap Edit

In theCUSTOMER RESERVATION FIELDS section, then tap + Add Custom Field

how-do-i-add-a-custom-field-to-customers-within-a-group-reservation

Complete the following fields:

FieldDescription
NameEnter the label for the Custom Field
CodeEnter an internal code, which will appear in two places: 
  • on a CSV file when this data is exported 
  • in an email template  Please enter a code with no spaces and one which is unique amongst the Custom Fields in your accounts | | Default  | Enter a value that you would like this Field to be pre-filled with or leave this section blank | | History | Select this checkbox to record all changes made to the value entered in this Field | | Visible | Select this checkbox for this Field to be visible to the Customer (Not applicable to all Model Types) | | Editable | Select this checkbox for this Field to be editable by the Customer (Not applicable to all Model Types) | | Model Type | This is the object that the Custom Field relates to.  It will be pre-selected to Customer Reservation (Group), but can be changed | | Data Type | Select the data type for the field from the following options:
  • Text
  • Long Text
  • Multiple
  • Yes/No
  • Number
  • Date | | Values | If you have selected 'Multiple' in the Data Type, enter the value selections in the Values Field.  These values need to be entered in a list, one beneath the other |

Tap Save

The Custom Field will appear in the following areas:

Group Reservation

When open a Group Reservation and tap on Customers Attendee and then on the Customers name:

see: How do I manage Customers in a Class Reservation?

how-do-i-add-a-custom-field-to-customers-within-a-group-reservation

Online Booking

When creating an Online Booking, this Field will appear in the 'Confirmation Details' section of the process

Please note, in order for this Field to appear during Online Booking, it must be set to Customer Visible

how-do-i-add-a-custom-field-to-customers-within-a-group-reservation

To add a Custom Field to Customers within a Group Reservation, tap Manage, then tap Custom Fields

how-do-i-add-a-custom-field-to-customers-within-a-group-reservation

Tap the green + icon and edit the content of the New Customer Field box:

how-do-i-add-a-custom-field-to-customers-within-a-group-reservation

FieldDescription
NameEnter the label for the Custom Field
CodeEnter an internal code, which will appear in two places:- on a CSV file when this data is exported- in an email template   Please enter a code with no spaces and one which is unique amongst the Custom Fields in your accounts
Object TypeSelect an Object Type from the Object Type drop-down list. The Object Type is the object that the Custom Field relates to. It will be pre-selected as Customer, but to change, select Reservation Customer (Group) from the list of options
Data TypeSelect the data type for the field from the following options: - Text - Long Text - Yes/No - Multiple Values- Number - Date
HistorySlide the enable button to the right to record all changes made to the value entered in this Field
Customer VisibleSelect this checkbox for this Field to be visible to the Customer (Not applicable to all Model Types)
Customer EditableSelect this checkbox for this Field to be editable by the Customer (Not applicable to all Model Types)
HistorySelect this checkbox to record all changed made to the value entered in this Field
Default Enter a value that you would like this Field to be pre-filled with or leave this section blank
Multi ValuesIf you have selected 'Multiple' in the Data Type, enter the value selections in the Values Field.  These values need to be entered in a list, one beneath the other. Example:
Beginner
Intermediate
Advanced

Tap SAVE

The Custom Field will appear in the following areas:

Group Reservation

When you open a Group Reservation and tap on Attendees and then on the Customers name:

(see: How do I manage Customers in a Class Reservation?)

how-do-i-add-a-custom-field-to-customers-within-a-group-reservation  

Online Booking

When creating an Online Booking, this Field will appear in the 'Confirmation Details' section of the process

Please note, in order for this Field to appear during Online Booking, it must be set to Customer Visible

how-do-i-add-a-custom-field-to-customers-within-a-group-reservation


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