Custom fields

If you require specific information during your booking flow that the existing fields do not collect, you can setup custom fields to procure this data. In order to do so navigate to Admin > Sales Flow > Custom Fields and click +Add new to arrive at the New Custom Field screen and begin the configuration.

Configuration

• Title: Enter the text that you would like to appear in the custom field here.
• Type:
• 1. Text: Allows the user to type subjective information
  2. Checkbox: Can be configured as mandatory before allowing to continue through to the next screen.
  3. List: Will appear as a drop-down menu and prompt users to select one of the added sub-categaories. For lists you can add sub-categories by typing the list item and then **clicking the "plus" button**.
• Required: If =true, it will make completing the new custom field mandatory.
• Disabled: If =true, the custom field will not appear in the purchase flow.

The last step is to click Save to save your new custom field.

Sales flow

Once created, the new custom field will appear in the final window of the checkout process, right before the payment is finalized. For example, in the image below you can see a a customer field to collect information about how the customer heard of the service.

For tracking all the custom field information, users will need to go to the Transactions report under Intelligence menu, then select the customer field from the gear sign located right beside the download button.

Use case examples

1. Compliance to an important policy of your company
2. Where did you hear about us
3. Additional company information