INTRODUCTION
Feature Summary: System users can create custom fields for court reservations and lesson bookings made by players in the member portal.
Use Cases: Custom fields help clubs gather important details upfront to improve service and streamline operations. For example, clubs can ask players what they’d like to focus on during a lesson (e.g., “What skill or shot do you want to work on?”).
Custom fields can be set as required or optional to ensure clubs collect only the information they need.
SETUP REQUIREMENTS
Log in to the admin dashboard.
Click SETTINGS on the side menu.
Scroll down to the heading.
Click the Custom Fields icon. A new page displays.
On the next page, click the green Create New button.
Create a Reservation / Lesson Custom Field
Click the Category field and select Reservation/Lesson.
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 - 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.
Show on Kiosk View - If this box is checked, players can see the custom field on a self check-in kiosk. If not checked, CourtReserve hides this field.
Show On Transaction List - If this box is checked, CourtReserve adds this field to the Transaction List page. If not checked, CourtReserve hides this 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 Reservation/Lesson Types - Click the field and select one or more categories that will display this custom field. The default setting is ALL.
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.
ADMIN PERSPECTIVE
In this example, when a member books a pickleball or tennis lesson, they have the option to enter text describing what they’d like to work on.
System users can navigate to SCHEDULERS > EXPANDED and locate the booking. The scheduler shows the custom field labels and player responses if Display on Schedulers is enabled.
USER PERSPECTIVE
On the member portal, the custom fields display when a player books a reservation for a court or lesson.
After booking, the member can see their information on the Edit Lesson (or Reservation) view:
