INTRODUCTION
Feature Summary: System users can create custom fields to collect event and event registration data that is not normally stored by CourtReserve.
Use Cases: For events, system users could, for instance, collect the name of the event manager. For event registrants, system users could use a custom field to collect personal information like a player's T-shirt size or medical emergency contact.
An event custom field collects information about the overall program. An event registration custom field collects information from players as they are registering. Depending on how the system user configures visibility settings, both fields can be visible or hidden on the admin side and member portal.
SETUP REQUIREMENTS
The first step is to open the Custom Fields page.
Log in to the admin dashboard.
Click SETTINGS on the side menu.
Scroll down to the EVENT SETTINGS heading.
Click Custom Fields. A new page displays.
On the next page, click the green Create New button.
Creating a custom field
Click the Category field and select either Event or Event Registration.
Fill in the fields. (see below)
Click Save changes.
Repeat steps to create additional Event or Event Registration custom fields.
Filling in the fields
Field Type - Click the field and select an option. Choose TextBox (a fixed field suitable for a short passage like a phone number or name), TextArea (an adjustable box that can be used for longer passages), or DropDown (create a list).
Drop down
If the system user selects DropDown, CourtReserve displays new fields at the bottom of the form. Fill in the fields to create menu options. Click the green button to add more options. Click the X icon to remove an option from the menu.
Label - CourtReserve uses this name for the custom field.
Is Required - If this box is checked, members must make a selection or enter information into the field. If not checked, this custom field is optional.
Show on Member Portal - If this box is checked, the custom field displays on the member portal. If not checked, CourtReserve hides this custom field.
Show on Admin Side - If this box is checked, admins, sub-admins, and instructors can see the custom field. If not checked, CourtReserve hides this custom field.
Display on Schedulers - If this box is checked, users can see the custom field on schedulers. If not checked, CourtReserve hides this field on schedulers.
Eligible Event Categories - Click the field and select one or more categories that will display this custom field. The default setting is ALL. (This field only displays when the system user selects the category Event.)
Is Enabled - Check the box to make this an active custom field. If not checked, the custom field record stays on the platform, but CourtReserve does not display the field on any schedulers or the member portal.
After the system user saves the form, CourtReserve adds the custom field to the Event or Event Registration section. Click the pencil icon to update the custom field or the x icon to delete the custom field.
When editing a custom field, it is not possible to change the Category or Field Type.
FEATURE USAGE - ADMINS' PERSPECTIVE
Event custom fields
To view the custom field(s) on a page for an existing event:
Click EVENTS > LIST on the side menu.
Locate an event and click the Update icon.
Scroll down to the event custom field(s).
Fill in the field(s).
Click Save Changes.
On the Events page, locate an event and click the plus (+) icon to expand the folder. CourtReserve displays the custom event fields.
Event registration custom fields
System users can see the information collected by event registration custom fields (if this feature was enabled). On the Events page, locate an event date and click the plus (+) icon to expand the folder. CourtReserve displays a list of registrants.
Hover the mouse on the i icon next to a name. The popup window shows the names of the event registration custom fields and the information that the player entered.
System users can view event registration custom field data in event reporting.
FEATURE USAGE - USERS' PERSPECTIVE
Event custom fields
Players can see the custom fields on the member portal (Events > List) if the system user enabled the Show on Member Portal option. The screenshot below shows the custom event fields in the side panel.
Event registration custom fields
When a player registers online for an event, the member portal displays the custom event registration fields under the heading Additional Info.
VIDEO TRAINING & RELATED WEBINARS
CLICK HERE to watch the section of the Events: Overview video that covers the information in this article.