Creating Booking Form Custom Fields
PoolCar System Administrators can create bespoke fields on the booking form, examples are asking if a vehicle is going to be home garaged, have a separate field for booking purpose, etc.
PoolCar Sysadmins can hide the existing Purpose & Destination field via the application settings.
How to Create a Booking Form Custom Field |
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On the Sysadmin Menu Navigate to System Data > Booking Form Custom Fields in the bottom right of the menu | |
Click on Add New in the top right corner of the menu |
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In the Booking Form Custom Fields page Define the following fields: Display Sequence - This is the order in which fields appear on the booking form, starting from 1. Field Label - This is what the users will see as the field name Field Type:
..If Text.. Chose Columns & Rows (Recommended setting is Columns: 2 Rows: 1) ..If Drop Down List.. - Separate options with a comma. Eg. Cat, Dog, Elephant ..If Declaration.. - Paste your legal wording here to which users must agree to. Is field mandatory? - Yes or No Web Link (URL) for more information (optional) - for example: http://intranet/page Position:
Help ‘bubble’ text (optional) Display on calendar? Yes
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Example |
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I want to add Destination as a field Display Sequence - 1 (I want it at the top) Field Label - Destination Field Type: Text Box ..If Text.. Chose Columns & Rows (Recommended setting is Columns: 2 Rows: 1) Is field mandatory? - Yes Web Link (URL) for more information (optional) - n/a Position: Main booking form
Display on calendar? Yes (I want to encourage 'share a ride') |
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How to Edit Custom Fields |
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Click Edit on right-hand side of the custom field that needs editing | |
Proceed to edit fields that need to be modified, then click Save | |
How to Delete Custom Fields |
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Click Delete on right-hand side of the custom field that needs to be deleted |
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Click OK | |
How to Display Custom Fields on the Calendar |
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By default, the Application Setting to show custom field values on the booking calendar is disabled. It can be enabled by going to System Admin menu > Application Settings > Calendar and finding "Bookings on the calendar should display values of custom fields". Set this Yes, scroll down and click the Save button. Note this will now show every custom field on the calendar unless you haven chosen to not display. | |
How To Display Only Certain Fields |
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Once the Application Setting is set to Yes (above), you can show or hide individual custom field values on the calendar. From the System Admin menu, click Booking Form Custom Fields which is found under the System Data heading. Locate the field you wish to hide, click Edit, tick or untick the box where it says "Display on Calendar?" and click the Save button. Please note -
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Hiding the default Purpose and Destination field on the Booking Form |
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Once you have Custom Fields created, you might want to hide the default Purpose and Destination field from the Booking Form. To do this, navigate to Application Settings - Booking form and select Yes to the Hide ‘Purpose and Destination’ field on the booking form |
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