Custom Fields: 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:



Click + Add Custom Field to add a new Customer Field 



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 TypeThis is the object that the Custom Field relates to.  It will be pre-selected to Reservation Customer (Group), but can be changed
Data TypeSelect the data type for the field from the following options:
- Text
- Long Text
- Multiple
- Yes/No
- Number
- Date
HistorySelect this checkbox to record all changed 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
Default ValueEnter a value that you would like this Field to be pre-filled with Or leave this section blank
ValuesIf 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?]



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


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