INTRODUCTION
Feature Summary: System users can create custom fields for court reservations and lesson bookings made by players on the member portal.
Use Cases: System users could, for instance, add a custom field to ask players if they need to rent a racquet for a lesson. Custom fields can be required or optional.
SETUP REQUIREMENTS
Log in to the admin dashboard.
Click SETTINGS on the side menu.
Scroll down to the RESERVATION SETTINGS heading.
Click the Custom Fields icon. A new page displays.
On the next page, click the green Create New button.
Creating a custom field
Click the Category field and select Reservation/Lesson.
Fill in the fields. (see below)
Click Save changes.
Repeat steps to create additional custom 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.
Other settings
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.
After saving the custom field, CourtReserve adds a record to the Reservation/Lesson section of the table. 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
Go to SCHEDULERS > EXPANDED and locate the booking. The scheduler shows the custom field labels and player responses if Display on Schedulers is enabled.
FEATURE USAGE - USERS' PERSPECTIVE
On the member portal, the custom fields display when a player books a court.
