INTRODUCTION
Feature Summary: System users can create custom fields to collect member data that is not by default stored by CourtReserve.
Use Cases: System users could, for instance, add a field to ask event registrants if they need to rent a racquet for a tennis camp. Custom fields can be required or optional.
SETUP REQUIREMENTS
Log in to the admin dashboard.
Click SETTINGS on the side menu.
Scroll down to the MEMBER SETTINGS heading.
Click the Custom Fields icon. A new page displays.
On the next page, click the green Create New button.
Creating a custom field
Click the Category field and select Member.
Fill in the fields. (see below)
Click Save changes.
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 - CourtReserve uses this 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, CourtReserve hides this custom field.
Allow Members to Update Custom Field - If this box is checked, players can update the information in the field on the member portal (Personal Information page). If not checked, the field is grey and cannot the information be changed.
Show on Admin Side - If this box is checked, admins, sub-admins, and instructors can see the custom field. If not checked, CourtReserve hides this custom field.
Display on Members Grid - If this box is checked, CourtReserve creates a column with this custom field label on the Members grid. (see screenshot below) To open the grid, go to MEMBERS > LIST (or ACTIVE MEMBERS).
Is Enabled - Check the box to make this an active custom field. If not checked, the custom field record stays on the platform, but CourtReserve does not display the field on any schedulers or the member portal.
After saving the custom field, CourtReserve adds a record to the Member section of the table. 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
Open a member page (MEMBERS > SEARCH) and click the Details tab. The custom fields are at the bottom of the page.
FEATURE USAGE - USERS' PERSPECTIVE
On the member portal, the custom fields are on the Personal Information page.
