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Create Custom Fields for Transactions
Create Custom Fields for Transactions

Collect Important Payment Information

Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

INTRODUCTION

  • Feature Summary: System users can create custom fields to collect transaction data that is not normally stored in typical transaction fields.

  • Use Cases: System users could, for instance, add a field to save the check number if a player pays by check.

PREREQUISITES

None.
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SETUP REQUIREMENTS

The first step is to open the Custom Fields page.

  1. Log in to the admin dashboard.

  2. Click SETTINGS on the side menu.

  3. Scroll down to the MEMBER SETTINGS row.

  4. Click Custom Fields. A new page displays.

On the next page, click the green Create New button.

Creating a custom field

  1. Click the Category field and select Transaction.

  2. Fill in the fields. (see below)

  3. Click Save changes.

  4. 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 - This will be the 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, the custom field will not display on the member portal.

  • Show on Admin Side - If this box is checked, admins, sub-admins, and instructors can see the custom field. If not checked, the custom field will not display.

  • Is Enabled - Check the box to make this an active custom field. If not checked, the custom field record stays on the platform, but does not display the field on any schedulers or the member portal.

After the system user saves the form, the custom field is added to the Category: Transaction section. 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

To view the custom field on a transaction page, locate a member with unpaid fees. In this example, the system user locates the payment status by starting on the expanded scheduler.

  1. Open the expanded scheduler.

  2. Locate a booking and click the i icon.

  3. On the popup window, click the View Transactions (credit card) icon.

On the next page, click the Pay button.

The custom field will then display on the Payment page.

Paid Fees

The custom field also displays on the Transaction List page.

  1. Click TRANSACTIONS > TRANSACTION LIST on the side menu.

  2. Select a Transaction Type or Payment Type to match the custom field. In this example, we set the Payment Type to Check.

  3. Click the Run Report button.

  4. Locate a transaction and click the plus (+) icon to expand the folder.

The details page shows the custom field and information in that field.

System users can also access paid fee information from the member's page. Go to Billing > Transactions > Paid Fees.

What's next?

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