There are a variety of field types to choose from when creating Custom Fields‍. Each field type offers a unique functionality to the customer or team member who completes it:

• Text fields allow users to type in answers to prompts. The character limit for their responses depends on which text field type you select (single-line or multiple-line).
• Number fields allow users to input a number from a predetermined set of values.
• Checkbox fields allow users to select or deselect a checkbox.
• Dropdown fields allow users to select one option from a predetermined list of items.

Choosing the Right Field Type for Your Custom Field

Our Custom Fields‍ article provides instructions for how to create a new custom field. This article provides examples and instructions for each unique field type you may choose. Select the title of each field type below to learn more about it.  

Text (Single Line)

To give users the ability to type in their own, single-line answer to your custom field prompt:

1. Choose Text (Single Line) from the Field Type drop-down menu

 

 

Checkbox

To allow users to indicate their response to the prompt by selecting or deselecting a checkbox:

1. Choose Checkbox from the Field Type drop-down menu

 

If you want the checkbox for your custom field to be automatically selected when the user reaches it, select the Checked by Default checkbox toward the bottom of the page

 

Regardless of whether the field is checked by default, the user will be able to select and deselect the checkbox as desired before completing the booking

 

 

Number

To allow users to input a number from a predetermined set of values:

1. Choose Number from the Field Type drop-down menu 

 

2. Towards the bottom of the page, input the Minimum and Maximum values from which you want users to be able to select  
    

 

3. If you want a specific value to appear in the field automatically, type the value into the Default Value field

Keep in mind that the default value must fall within the number range you defined in the Minimum and Maximum fields

 

 

Dropdown

To offer prompt responses in the form of a drop-down menu:

1. Choose Dropdown from the Field Type drop-down menu

 

2. Scroll down to the Custom Field Values section and choose Add… once for each drop-down option you want to provide

 

3. Type in the text you want to appear for each option
4. If you want one of the options to appear as the default response, select the Default checkbox next to that item

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Text (Multiple Lines)

To allows users to type in a short response to the prompt:

1. Choose Text (Multiple Lines) from the Field Type drop-down menu

 

2. If you want a specific response to appear in the field automatically, type it into the Optional Default Value field

 

 

After selecting the appropriate custom field for your needs, follow these next steps to complete the setup process.

Setting Up a Custom Field 

1. From within the custom field editor, choose an Internal Name. Note this is only visible by logged in team members and not your customers 

2. Add a Title for the custom field. This is typically phrased as a question, such as “How much do you weigh?” or “What size shoe are you?”

3. Select a Field Type 

4. Add an optional Hint. The Hint field allows you to pre-populate the custom field with a sample response, which the user can update while booking their trip

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5.  Under When to Show This Field, choose one of the following options:
   1. Show this field once for each trip: Select this option if you want to capture the information only once from the guest making the booking.
   2. Show this field for each booking on a trip: Select this option if you need to capture the information from each individual guest on the booking.

6. Add a Description for the field. This text will be displayed below the field to provide additional context or instructions for the customer

7. Select the Activities on which you want this custom field to be displayed on 

8. Set a Default Value for the field. This value will be automatically submitted as the user’s response if they do not manually edit the field when booking the activity

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9. Choose whether this custom field should be required during checkout

10. Choose where to display this custom field:
    1. Public: Display the field for both e-commerce and walkup trips.
    2. Private: Display the field internally for team members only.
    3. E-commerce: Display the field exclusively on customer-facing booking pages without internal visibility.

11. Select Save