Custom Fields are used to collect and store further information about a guest. This quick guide shows how to easily create or edit Custom Fields in Cloudbeds PMS.
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Contents:
1. Access Custom Fields
2. Create a New Custom Field
- Custom Fields are displayed on guest's invoice as long as the field is filled by the guest or property users.
- If the field was left blank (the information was not collected), the system will not include this on the invoice. If the information is for internal use, add it to Reservation Notes instead.
- Click on Add New button.
- Custom Field Name: Add the field name that will be displayed when entering the data.
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Select what type of field you would like to add: Use the drop-down to select either Input Field or Text Area:
- Input Field: One-line field for short descriptions (approximately 40 letters).
- Text area: Multi-line field that allows to press enter and add more text than the input field.
- Max. Characters: Maximum number of characters allowed to be entered in this field.
- Internal Field Shortcode: Internal reference and is used for integration purposes such as custom links and the API.
- Apply custom field to: Select whether to put this field in the reservation or guest's information section. See how to Find Custom Fields in the Guest or Reservation Overview
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Where would you like this field to display: Specify where on Cloudbeds PMS you want this custom field to appear.
- Direct Reservations (added manually)
- Internet Booking Engine
- Registration Card
- Select if this field required: Specify whether this field is required to be filled out before a guest can make a reservation.
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Select if this field contain any Personally Identifiable Information: For privacy and GDPR compliance, a customer can request to see their personally identifiable information (PII) at any time. The guest can also ask for their PII to be anonymized or deleted.
- Select YES, if the custom field is asking for information that could personally identify the guest.
- Click Save.
3. Edit or Delete a Custom Field
On the Custom Fields page, you can:
- Change the order in which the custom fields will appear on your booking engine by dragging and dropping them.
- Click the pencil icon to Edit the custom field.
Caution: When editing a custom field, pay attention if you're changing the Apply Custom Field to option, as this action cannot be undone. If the Apply Custom Field to option is changed from Reservations to Customer or vice-versa, the data already populated in the reservation or guest's information section will be gone and cannot be recovered even if you revert the setting.
- Click the x icon to Delete. Once deleted, custom fields cannot be recovered.
- An alert will appear, once a Custom Field is deleted, the data gathered and saved on this field cannot be retrieved back to the applicable reservations. To proceed click YES, DELETE IT!
4. Find Custom Fields in the Guest Reservation
On the drop-down Apply Custom Field to, you have 2 options:
4.1. If Reservations is selected
You can see this information by clicking on the Show More button when you access the reservation:
Edit the custom field entered information by clicking on the pencil icon.
4.2. If Customer is selected
See the Custom Field information by clicking on Guest Details > Guest Info. The Custom Fields will be displayed under the Additional Information.
Learn more about the Guest Details tab.
5. Export Custom Fields
Use the Export Reservation option as shown below:
- Access Reservations page.
- Click on the Export Reservations icon.
- Select the fields you want to export by clicking on the field you want and dragging it to the other area - The Custom Fields will be on the left side.
- Click to Export Reservations list and manage the data from within excel.
