INTRODUCTION
Feature Summary: Custom Fields let clubs collect additional information from members during sign-ups, reservations, lessons, events, or transactions that isn’t captured by default system settings. These fields can be customized by function—appearing on event pages, registration forms, member profiles, and more—to help display or gather details that support club operations and improve the member experience.
Use Cases:
Events: Display custom information directly on the event page. Use this to share extra details with players or members.
Event Registration: Adds an additional field for members to complete during event sign-up—ideal for gathering specific registration details.
Member: Appears on the member profile and can also be added to the Sign-Up Form to collect extra information during the registration process.
Reservations/Lessons: Displays as an additional field on reservations or lessons.
Transactions: Shows up during transaction processing—helpful for capturing payment-related or service-specific details.
Visual Example:
OVERVIEW
This article will guide you through the five areas where a custom field can be added.
To create a Custom Field, navigate to any settings row—Reservation Settings, Event Settings, or Member Settings—where the Custom Fields icon is available.
1. Event Custom Fields
The following example demonstrates how an Event custom field displays additional information on the event details for members.
For the Event custom field, navigate to Settings > Event Settings > Custom Fields. Click Create New to set up a new custom field.
Overview of the Fields:
Here’s an overview of the fields available when creating or updating a custom field. The options may vary slightly depending on the Category or Field Type selected.
Select Category: Determines where the custom field will appear (e.g., events, reservations, member profiles, transactions).
Field Type: Defines the format of the custom field.
Text Box: A single-line field for short responses.
Text Area: A multi-line field for longer responses such as comments, special requests, or notes.
Drop-Down Menu: A selectable list of predefined options to keep responses consistent and easy to choose.
Label: The name or title displayed for the custom field that members and admins will see.
Is Required: Check this box if the field must be completed. Leave unchecked if the field is optional.
Show on Member Portal: Makes the field visible to players and members on the member portal.
Show on Admin Side: Displays the field to admins, sub-admins, and instructors.
Display on Schedulers: Shows the custom field on schedulers for quick reference.
Eligible Event Categories: Specify which event categories this custom field will apply to.
Is Enabled: Activates the custom field, making it available for use.
In this example, the event custom field appears for the admin to complete when creating or editing event details under the Event - General tab. When you scroll to the bottom of the page, the field is displayed just above the various event detail tabs.
On the Events page, locate an event and click the plus (+) icon to expand the folder. CourtReserve displays the custom event fields.
Player Perspective: The member will see the Event custom field as follows:
They will also see it when advancing to register for the event:
See detailed information here: Custom Fields: Events.
2. Event Registration Custom Fields
Next, we’ll walk through an example of creating an event registration custom field, which members complete when signing up for an event.
Navigate to Settings > Event Settings > Custom Fields. Click Create New to set up a new custom field.
Here, we’ve created a custom field that requires members to pick their T-shirt size from a drop-down menu.
When creating or editing an event, add the custom field using the Event Registrants Custom Fields field on the event details (navigate to EVENTS > LIST). From the drop-down list of active event registrant custom fields, select the custom field you’d like to include for this event’s registration.
Player Perspective: Example below displays what a member sees during registration when a custom field is included. In this example, the custom field is required, so it appears with an asterisk (*).
Note for System Users: After registrants complete a custom field, you can hover over the “i” icon next to the registrant’s name to view the information they provided.
Reporting: You can also use the Events > Registrant Detail(s) report to view the custom field information for each member. When running the report, scroll to the bottom to select the relevant custom fields to include in the report output.
See detailed information here: Custom Fields: Event Registration.
3. Member Custom Fields
Next, we’ll walk through an example of creating a member custom field, which collects additional information through the Sign-Up Form and displays it on the member’s profile. Alternatively, you can choose not to include it on the Sign-Up Form and instead use it as an input field for system users on the member’s profile.
Navigate to Settings > Member Settings > Custom Fields. Click Create New to set up a new custom field.
Here, we’ve created a custom field that gives members the option to share how they found our club.
Note on fields unique to member custom fields:
Allow Members to Update Custom Field: If checked, members can enter or update their response. If unchecked, the field will be read-only.
Display on Members Grid: If checked, system users can view the custom field information within the various member lists and grids in the Admin Panel.
Next, to collect or display this information, add the custom field to your Sign-Up Form. Navigate to Settings > Portal Settings > Sign-Up Form.
Click Add to Form next to the desired custom field and Save Changes.
Click Preview to see how the member custom field will display:
Player Perspective: If enabled, the player will be able to see this information on their My Profile - Personal Information page. Example as follows:
Note for System Users: You can view member custom field information on various Member Grids (if enabled) and at the very bottom of a member’s Details page (see examples below).
If you prefer not to include a member custom field on the Sign-Up Form, you can make it available exclusively for admin input at the bottom of the member’s Details page.
See detailed information here: Custom Fields: Members.
4. Reservation / Lesson Custom Fields
Next, we’ll walk through an example of creating a reservation or lesson custom field, which collects additional information when booking a reservation.
Navigate to Settings > Reservation Settings > Custom Fields. Click Create New to set up a new custom field.
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.
Based on the settings in Create Custom Field, this custom field will display whenever an eligible reservation or lesson type is booked.
Player Perspective: Here, the member sees the custom field when booking a lesson:
After booking, the member can see their information on the Edit Lesson view:
Note for System Users: If enabled, you can see the custom fields information on the scheduler:
See detailed information here: Custom Fields: Reservations/Lessons.
5. Transaction Custom Fields
Lastly, we’ll step through an example of creating a transaction custom field, which collects additional information when making a transaction.
Navigate to Settings > Reservation Settings > Custom Fields. Click Create New to set up a new custom field.
The transaction custom field is added to the bottom of the payment transaction screen.
After payment is completed, system users can view the transaction custom field information on the Transaction Details screen by clicking on the individual transaction.
See detailed information here: Custom Fields: Transactions.