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How do I add a Custom Field to Reservations?

To add a Custom Field to Reservations, choose Manage > Custom Fields

Custom Fields for Reservations can be created in the Reservation section:

how-do-i-add-a-custom-field-to-reservations

Click +Add Custom Field to add a new Custom Fieldhow-do-i-add-a-custom-field-to-reservations

Complete the following fields:

how-do-i-add-a-custom-field-to-reservations

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 and in an email template. Please enter a code with no spaces and one which is unique among the Custom Fields in your accounts
Model TypeThis is the object that the Custom Field relates to. 
It will be pre-selected to Reservation, but can be changed
Data TypeSelect 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:

Reservation Window

When a Reservation is open:

how-do-i-add-a-custom-field-to-reservations

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 Visibleand Customer Editable

how-do-i-add-a-custom-field-to-reservations

To add a Custom Field to Reservations, tap Manage, then tap Custom Fields

how-do-i-add-a-custom-field-to-reservations

Tap Edit

In theRESERVATION FIELDS section, tap + Add Custom Field

how-do-i-add-a-custom-field-to-reservations

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 changed 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 Reservation, 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 New Custom Field will appear in the following areas:

Reservation window

The box that appears when you tap directly on a Reservation in the Bookings screen

how-do-i-add-a-custom-field-to-reservations

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 Visibleand Customer Editable

how-do-i-add-a-custom-field-to-reservations

To add a Custom Field to Reservations, tap on Manage > Custom Fields

how-do-i-add-a-custom-field-to-reservations

Then tap the + icon

how-do-i-add-a-custom-field-to-reservations

Complete the following fields in the New Custom Field Box:

how-do-i-add-a-custom-field-to-reservations

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 templatePlease 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 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 to green to record all changes made to the value entered in this field
Customer VisibleSlide to green for this Field to be visible to the Customer. (Not applicable to all Object Types)
Customer EditableSlide to green for this Field to be editable by the Customer. (Not applicable to all Object Types)
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 list, edit the value selections in the Values field. Please enter the values in a list, one underneath the other

Tap SAVE

The newCustom Field will appear in the following areas:

Reservation window

The box that appears when you tap directly on a Reservation in the Bookings screen

how-do-i-add-a-custom-field-to-reservations

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 Visibleand Customer Editable

how-do-i-add-a-custom-field-to-reservations


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