Instruction
Difficulty level:
Configuration - Forms - Customer forms
How do I set customer fields?
Customer fields can be setup by following the steps below:
- Go to the configuration of the environment.
- From the menu click on 'Forms – Customer 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).
| 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. |
|
| Length | Here you enter the maximum number of characters to be entered for the field. | |
| 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.
