To add a Custom Field to Reservations, tap Manage, then tap Custom Fields
Tap Edit
In the RESERVATION FIELDS section, tap + Add Custom Field
Complete the following fields:
Field | Description |
Name | Enter the label for the Custom Field |
Code | Enter 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
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 and Customer Editable