Custom Fields for Reservations Are Here!!!
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:
Enter the Field Name under Summary:
Select the Field TYPE under Data Type:
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.
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.
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.
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!
That is great news! I’ve been waiting for those to finally get implemented!
@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.