Setting up additional Text / Question Fields

  • Updated

If you need to add additional text or question fields during the checkout process, you can do so using Custom Fields.

Go to Settings - Custom Fields - Add Custom Field.

Options for Setup include:

  • Field Type: Select Text
  • Name: Enter a name for the text field
  • Options
    • Select if the field is a required field - the customer or user must input a response during checkout.
    • Select if the field is shown to customers during the online checkout, or if it is only shown on the backend through the order screen.
  • Placeholder: Add text here as an option to show to customers in the field before text is inputted.  This could be further instructions to the customer.
  • Help Text: Add additional text that will also give further information to the customer during checkout.  The Help Text can be seen by selecting the Question Mark icon by the text field.

Text_Custom_Field_Settings.png

Assign the Text Field

Text Custom Fields are not automatically assigned to a rental or activity.  This gives you the flexibility to create text fields for one activity or rental that may not be used for another.  To assign text field to a product, so to Settings - Rentals or Tickets.

Select the product from the list.  Or, select + Add Rental (or Tour) to create a new one.

Go to the Customize tab

Customize_Tab.png

 

Use the + next to the Add-on in the Available Fields column to assign to the Selected Fields column.  Save your updates.

Assigning_Addons.png

 

Online Checkout

When your customers check out online, they will see an Additional Options page where they can input information into the text fields.

Additional_Options_-_Pontoon_Boat.png

 

 

 

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