Frontdesk Anywhere allows you to personalize the number and type of fields you want to have in your reservation folios.
You will notice that the folio is made out of three columns: the first one contains general information about the reservation, the middle one has fields regarding information about profiles. A profile can be a Guest, a Travel Agent or a Company.
The links Guest Information Custom Fields in the Admin Settings are the links via which you can configure what appears in those folio sections:
In the Admin Settings, click on the link Guest Information: Custom Fields:
You will see a list of all the current active fields in your folios:
For each field, select whether you want it active or not by checking/unchecking the box under column Status:
For any field, select whether the field is required by checking/unchecking the box under column Required:
When you mark a field as Required, the system will force agents to insert the information into that field before they are able to create/operate on a folio.
To add a Custom Field, click on the blue button Add Custom Field at the bottom of the page:
Insert the name in the first box and choose what type of field you want to create by picking the right choice form the scroll down menu:
A TEXT option will create an editable field like the following:
A SELECT option will create a scroll down menu with different options for the agent to select, like this one:
If you choose to create one, save it and then add those options by clicking on the blue link Add Option:
Insert your options and click on the button Save.
A MULTISELECT option will create a scroll down menu where multiple options can be chosen, like the following one:
If you want to create one, save it and then add the options by clicking on the blue link Add Option:
A TEXT AREA will create a comment box in the folio guest profile:
As mentioned above, you can create information for Guests, but also for Travel Agents and Company profiles. To create fields for the latter, select your option form the scroll down menu that appears on top of the Guest Profile Custom Fields list:
FAQ's:
Can I customize my folios?
Can I change the order of the options on the folio?
Can I make the email address required?
Can I remove the fax number option?
Can I add more options for my folios?
Can I remove Arrival times?
Can I add an option for allergies?
How do I make the phone number required?
I don't want the birthdate to show, how do I remove this?
Where can I customize the folios?
Do I need admin access to change the folio options?
Can I make options on my folios requires?
Can I add additional fields to my reservations?