Customer fields

Customer fields allow you to collect additional, custom information for the customer profile.

To create a Customer Field click:

• Manage
• Custom Fields
• the Customer tab
• then New customer custom field

Here, you can select from a range of options using the drop-downs and toggles:

The customer Field can be filled out in two ways:

1. In-house by editing the customer profile
2. Online, when the customer books for the first time

1. IN-HOUSE

In the customer profile, select the Custom Fields tab.

2. ONLINE

The customer field will then appear on the registration page of the mini site when a customer makes a booking for the first time.

You can customise how the field appears to your customers online by clicking:

• Mini-site
• New Customers

Select the toggle to display the field to the customer.

1. Enabled - able to be displayed to the customer. Never displays to the customer when de-selected.
2. Primary - when selected displays automatically. When de-selected, it only shows when the 'More' button is clicked.
3. Required - when selected, this field must be completed to proceed to the next screen.

All of your customer fields can be viewed on the Custom Fields page in the Customer tab, where they can be:

• Re-ordered
• Edited, and
• Deleted