Instruction
Difficulty level:
Configuration - Forms - Booking forms
How do I configure booking fields?
Booking fields can be setup by following the steps below:
- In the dropdown menu under your username (top right), select ‘Configuration’ to begin configuration mode.
- From the menu click on 'Forms – Booking forms'.
- The screen 'Config customer form' is displayed.
- Set the search field type to ‘Select visibility’ to display all available fields.
- In the ‘Field name’ column, click on ‘Translations’ (the boxlike A-icon) to change the name of the field or to name a custom field.
- Click on 'Save' and refresh the screen by pressing F5.
- The name for the field is visible in brackets.
- You can then setup the remaining columns for this field, each of which are briefly explained in the table below (remember to click on ‘Exit configuration’ when finished).
In onderstaande tabel wordt elke kolom kort toegelicht.
| Column name | Description | Value |
|---|---|---|
| Field Name | This gives a description of the field. The name can be customised by clicking on the ‘Translations’ icon behind the name. |
|
| Custom field | Only used when working with 'Custom tables'. Here you determine which table is used for the drop-down by selecting the field (column) whose values should appear in the drop-down list box. |
|
| Mandatory | This setting applies to displaying fields in the customer form that displays in the booking dialog. |
|
| Mandatory (Admin) | This setting applies to displaying fields in the ‘Customer details’ or ‘Custom fields customer’ block on the customer or booking dashboard. |
|
| Checks | This setting determines the format that the filled-in value should comply with. |
There are more RegEx validation notations available on the internet. |
| Length | Here you enter the maximum number of characters to be entered for the field. | |
| Standard | Enter text here if the field has to be shown with an example. | |
| Advanced | Advanced settings for this field. Here you determine, among other things, the field type. |
|
Once you have set all the required fields, you can use these fields on the customer or booking dashboard. To do this, you must first include the ‘Customer details’ and /or the ‘Custom fields customer’ block on the dashboard and configure this block to display the appropriate fields.
