Custom Fields for Reservations Are Here!!!

  • Leader

    I was poking around today and look what I found! Custom Reservation Fields are HERE!

    Here is an example of what I just set up - SO EASY! I’m sending my unique DOOR CODES out with an automated template! I used to manually fill in the field and then send. Now, I enter the info into the reservation field, and let the system send it!

    Here are the Steps:

    Step 1: Create the custom field for reservations:

    Select Setup - Custom Fields - Reservation - Add New Field:

    0_1550182954719_Screen Shot 2019-02-14 at 1.35.49 PM.png

    Enter the Field Name under Summary:

    0_1550183171572_Screen Shot 2019-02-14 at 1.46.49 PM.png

    Select the Field TYPE under Data Type:

    0_1550183211371_Screen Shot 2019-02-14 at 1.46.57 PM.png

    Step 2: Add the data to each field for each reservation:

    Go to Setup - Message Templates - My Templates, and select a current template to update, or create a new one.

    0_1550183319583_Screen Shot 2019-02-14 at 1.38.50 PM.png

    Next, Add the custom field to your template - find it in the left hand column under Custom Fields (alphabetically sorted by field name) and drag it to the location where you want it in your document. Note: If you want to format the data, just apply the formatting commands to the field name.

    0_1550183386322_Screen Shot 2019-02-14 at 1.38.36 PM.png

    Step 3: Test the Template and Field

    Test your template with a reservation message (no need to send when testing) - and you can see how it will appear to the guest. Just use the template and the data will automatically populate.

    0_1550183555611_Screen Shot 2019-02-14 at 1.39.50 PM.png

    Step 4: Automate if desired:

    Set up your automation if you wish. These custom reservation fields can be stored for manual reference, or included in your automated emails. 🙂

    Hope this helps!


  • Explorer

    That is great news! I’ve been waiting for those to finally get implemented!

  • Explorer

    @jenny-oest Thanks a lot for surfacing this and providing the instructions. I’ve used basic custom fields for only a couple items but this opened my eyes to a whole new set of automation for my properties. 🙂

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