Custom Fields

Custom Fields are a great resource to gather and record additional information for your members.

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Written by Engagement Team
Updated over a week ago

WHY TO USE CUSTOM FIELDS

Custom Fields are a great way to gather additional information from your members and can be attached to the following:

  • Events: This will show on the actual event. Use this to show additional information to your players/members.

  • Event Registration: Event Registration custom field is going to be an additional box for your members to fill out when they register for an event

  • Member: This will appear on your member profile and calls for players/members to fill out additional information. Use this custom field to add to the Sign Up Form to collect additional information from your players/members.

  • Reservation/Lessons: This custom field box will appear on Reservation and Lessons

  • Transaction: Transaction Custom Fields will show up whenever you are processing transactions.

CREATE EVENT CUSTOM FIELD

To create a Custom Field, can go to any location (Reservation Settings, Event Settings, Member Settings) where the button "Custom Fields" is shown. Settings>Event Settings>Custom Fields. Press Create to start.

  • Select Category: This determines where the Custom Field will appear.

  • Field Type: This determines if the custom field is going to be a Text Area, Text Box or Drop Down Menu.

  • Label: This is what you want the Custom Field to be called/this is what you want the players/members to see when completing the Custom Field.

  • Is Required: If you want this Custom Field to be optional (information may not apply to some players/members) then you can leave this unchecked.

  • Show on Member Portal: Check this to make visible for players/members.

  • Show on Admin Side: Check this to show Admins/Sub-Admins and Instructors

  • Display on Schedulers: Show the Custom Field on Schedulers

  • Eligible Event Categories: Choose the Event Categories that you would like to allow this Custom Field to be applied to.

  • Is Enabled: This setting makes this Custom Field active and allowed.

(Insert video here on how to create custom fields Josh, or place underneath SS)

Event Registration Custom Field

  • Have players/members complete this information while registering for an Event.

  • Add the Custom Field to the Event and Save.

  • Example of what player/member sees while registering with a Custom Field.

  • You have the ability to hover over the Registrants name and view the information recorded from the Custom Field.

MEMBER CUSTOM FIELD

  • Collect Additional Information regarding your players.

  • Members will fill this out on the member portal under personal information.

RESERVATION/LESSON CUSTOM FIELD

  • When players reserve lessons or courts, collect additional information using Custom Fields.

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