There are a variety of field types to choose from when creating Custom Fields. Each field type offers a unique functionality to the customer or team member who completes it:
- Text fields allow users to type in answers to prompts. The character limit for their responses depends on which text field type you select (single-line or multiple-line).
- Quantity fields allow users to input a number from a predetermined set of values.
- Checkbox fields allow users to select or deselect a checkbox.
- Dropdown fields allow users to select one option from a predetermined list of items.
Choosing the Right Field Type for Your Custom Field
Our Custom Fields article provides instructions for how to create a new custom field. This article provides examples and instructions for each unique field type you may choose. Select the title of each field type below to learn more about it.
Text (Single Line)
To give users the ability to type in their own, single-line answer to your custom field prompt:
- Choose Text (Single Line) from the Field Type drop-down menu.
- If you want specific text to appear in the field by default, type the desired text into the Option Default Value text field.
Checkbox
To allow users to indicate their response to the prompt by selecting or deselecting a checkbox:
- Choose Checkbox from the Field Type drop-down menu.
- If you want the checkbox for your custom field to be automatically selected when the user reaches it (as shown in the above video), select the Checked by Default checkbox. Regardless of whether the field is checked by default, the user will be able to select and deselect the checkbox as desired before completing the booking.
Quantity
To allow users to input a number from a predetermined set of values:
- Choose Quantity from the Field Type drop-down menu.
- Input the Minimum and Maximum values from which you want users to be able to select.
- If you want a specific value to appear in the field automatically, type the value into the Default Value field. Keep in mind that the default value must fall within the number range you defined in the Minimum and Maximum fields.
Dropdown
To offer prompt responses in the form of a drop-down menu:
- Choose Dropdown from the Field Type drop-down menu.
- Select the Add button once for each drop-down option you want to provide.
- Type in the text you want to appear for each drop-down option.
- If you want one of the options to appear as the default response, select the Default checkbox next to that item.