Solved Custom Fields for Reservations Are Here!!!

[Jenny Oest]

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!

Jenny

[Mary Freiberg]

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

[Matthew Giles]

@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.