Custom fields are available if you need to collect custom information or provide additional services such as pre-trip approval or specialized booking. As an administrator, you can create custom fields to appear during the booking and purchase flow that can be set as required or optional for users to fill out.
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- Label: Enter the label that will be displayed for the custom field. The maximum size is 128 characters.
Tip: For a pre-trip approval field enabling the user to enter a reason for the trip (to send to the approver), you might use "Reason for Trip (Sent to Approver)". - Tooltip: Enter the tooltip for the custom field. The tooltip appears when the user hovers a pointer over the field.
Tip: We recommend that any constraints for this field be displayed as part of the tooltip. For example, if you are showing a text field limited to 30 characters, include a mention of that limitation or restriction in your tooltip.
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- Field Type: Choose Text, Checkbox, Date/Time, Number, List, PTA (pre-trip approval), DSM (dynamic site messaging), or DSM Push (Mobile Push Notifications) from the dropdown menu.
Warning: Once the field has been saved, the field type cannot be changed. - For all field types except PTA and DSM, select the following:
Add to Open Enrollment Registration: Click this checkbox if the field should appear in open enrollment registration.
- Add to User Settings: Click this checkbox if the field should appear in the user profile. If you select this option, you can then choose the following options:
- Category: Choose the user profile category where this field should appear from the dropdown menu, such as Travel Preferences or Contact Information.
- Allow only Agency to View and Edit this field: Click this checkbox if only agency users should be able to see or change this field.
- Mandatory Field: Click this checkbox if the field should be required.
- Enter the Field Type Preference information based on your chosen field type, as follows.
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