Custom fields are used to collect and store further information about a guest. This quick guide shows how to easily add or edit Custom Fields in myfrontdesk.
Contents:
- Cloudbeds University Video
- Getting Started
- How to Create a New Custom Field
- How to Edit or Delete a Custom Field
- Frequently Asked Questions
Getting Started
Access the Custom Fields tab under Property Configuration section.
How to 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, you should add it to Reservation Notes instead.
- Click on Add New button.
- Custom Field Name
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Select what type of field you would like to ad - Use the dropdown 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 myfrontdesk you want this custom field to appear.
- Direct Reservations (added manually)
- Booking Engine (mybookings)
- 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.
How to 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.
- Click the x icon to Delete.
Frequently Asked Questions
On the dropdown Apply custom field to, you have 2 options:
1. If you selected Reservations
You can see this information by clicking on the Show More button when you access the reservation:
2. If you selected Customer
You can see this information when you access the Guest Details > Guest Info.
The Custom Fields will be displayed under the Additional Information.
To export the Custom Fields, you can 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.
