How do I add a Custom Field to Customers?
To add a Custom Field to Customers, choose Manage > Custom Fields
Custom Fields for Customers can be created in the Customer section:
Click +Add Custom Field to add a new 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 |
| Model Type | This is the object that the Custom Field relates to. It will be pre-selected to Customer, 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 changes 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:
Customer Information
When editing or creating a Customer, this Field will appear in the Custom Fields Tab:
Online Booking
Once a Customer Custom Field has been created it shows in the list of fields in the New Customer Registration Fields section on the Online Booking > Settings page. If the Show, Primary and Required checkboxes are selected for the Customer Custom Field, that field will show to new Customers who are creating their first booking online, and they will be required to complete it. See the screenshot below for an example of this. For more on setting which fields show to new Customers see How do I customise the New Customer Registration Fields for Online Booking?
Customer Custom Fields do not show to existing Customers while they're creating bookings online. Reservation Custom Fields do show to all Customers that are creating bookings online. See How do I add a Custom Field to Reservations?
This is how the Customer Custom Field shows on the New Customer Registration Page when setup to do so:
Please note, in order for this Field to appear during Online Booking, it must be:
- set to Customer Visible, and
- selected in your Customer Registration Fields settings
