PLEASE NOTE - Custom Fields is not available on all subscription levels. You may need to upgrade to enable Custom Fields on your account.
In short, custom fields allows you to add new data fields as per your requirements. These fields will be available to all users, and are mainly used when there is a piece of information you want to put into a field that you want to report on, or you want to be visible in the same place in a report or order you print out.
8-Minute Video
Key Topics Covered
0.40 - Setting up Custom Fields
2.40 - Custom Fields in a Booking
3.24 - Custom Fields in Orders
3.58 - Custom Fields & List Views
5.30 - Converting Inquiry Custom Field to a Booking
7.20 - Custom Fields & Automations
💡 We recommend that you only use custom fields for information you want to create reports on. Large free text data should be kept to worksheets or the description field.
* This feature may not be activated on your account *
