Custom Forms Field Guide (Reference)

Summary

Different field types have different settings. This guide lists the most common ones.

What This Does

Setting Description Helpful Hint
Display Label The text that shows over the input field. New fields show a "Placeholder Label."
Display Description The text that shows in owner forms under the Display Label. It can hold tips for the user who completes the field. Use this instead of squeezing the whole description into the field label.
Field Name The name the system uses to identify the field. For example: first_name. You usually should not edit it, and you cannot edit it for System Fields. A custom name can only have letters and underscores.
Hide on Customer Registration Form? New customers who register with the business do not see this field. If settings allow, an existing customer sees this field when they later edit the form.
Who is Required to Complete This Field? Customers or Employees, or both, must enter data in this field when they create or edit their profiles. If a field is missed when saving, an error tells the customer or user to fill it out.
For Which Reservation Types is This Field Required? When on, the system treats the field as required when a form is for a certain reservation type. This only works on the customer portal. The business side does not warn you that a field is required for a reservation type.
Who Can See/Edit This Field? Choose who can view and use the field. If you select Employees, only your business can view and use it. Customers cannot see it. If you select Customers, only customers can use and edit it, but your business can see the data wherever you choose to show it. If you leave it blank, both Employees and Customers can see and edit the field.
Which Reservation Type(s) Is This Field Used For? When on, the system only shows the field on forms for the reservation types you pick. This setting works best on the Reservation Form.
Tags Control where the field's data shows. For a System Field, the data also shows in set places in the app, in addition to the places you select.
Default Value Enters a default value in the field. The value stays in the form unless someone overwrites it.

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