INTRODUCTION
Feature Summary: System users can create custom fields to capture additional transaction details that aren’t stored in the standard transaction fields.
Use Cases: For example, clubs can:
Add a field to record the check number when a player pays by check.
Track purchase order numbers for corporate or bulk payments.
Note additional payment method details.
Add internal comments or approval references for accounting purposes.
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 MEMBER SETTINGS row.
Click Custom Fields. A new page displays.
On the next page, click the green Create New button.
Create a Transaction Custom Field
Click the Category field and select Transaction.
Fill in the fields (see below).
Click Save changes.
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 - This will be the 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, the custom field will not display on the member portal.
Show on Admin Side - If this box is checked, admins, sub-admins, and instructors can see the custom field. If not checked, the custom field will not display.
Is Enabled - Check the box to make this an active custom field. If not checked, the custom field record stays on the platform, but does not display the field on any schedulers or the member portal.
ADMIN PERSPECTIVE
In this example, a custom field for Check Number will be added on the admin view only.
To view the custom field on a transaction page, locate a member with unpaid fees. In this example, the system user locates the payment status by starting on the expanded scheduler.
Open the expanded scheduler.
Locate a booking and click the i icon.
On the popup window, click the View Transactions (credit card) icon.
On the next page, click the Pay button.
The custom transaction field will display on the bottom of the Payment page.
Paid Fees
The custom field also displays on the Transaction List page.
Click TRANSACTIONS > TRANSACTION LIST on the side menu.
Select a Transaction Type or Payment Type to match the custom field. In this example, we set the Payment Type to Check.
Click the Run Report button.
Locate a transaction and click the plus (+) icon to expand the folder.
The details page shows the custom field and information in that field.
System users can also access paid fee information from the member's page. Go to Billing > Transactions > Paid Fees.
