1. What are custom fields
In your booking flow, you can ask customers to fill out certain information at the booking level and/or at the ticket level for each attendee.
Custom fields for booking: This information will be requested for each booking. Example: one booking requires the customer to give one phone number. Those fields will only have to be filled in by the booker, regardless of the amount of tickets bought.
Custom fields for tickets: This information will be requested for each ticket in a booking.
Example: A single booking includes three tickets, requiring the customer to provide one phone number for each ticket holder, for three phone numbers in total. These fields / phone numbers will be associated with each attendee.
You can select the information that you will ask for online, back-office sales or POS sales. For example, you might ask more information when people book online, and less when they book onsite, to avoid creating long queues.
Note that custom fields are displayed before the payment stage.
2. Mandatory fields for online bookings
In the online booking flow, there are 3 fields that are automatically asked for every person making an order, at the booking level:
First name.
Last name.
Email.
It is important to note that only the booker will become a customer in the Smeetz CRM. You can find the list of your customers under Marketing > Customers. Those 3 fields will be linked to that customer.
The attendees linked to the order will be in the attendee list, but not in the customer list.
2.1. Online custom fields tip
There is no need to create custom fields at the order level for First name, Last name and Email, as they are already mandatory for online sale.
2.2. Internal custom fields tip
If you want to ask for First name, Last name and Email for an internal sale, you must add it as custom fields at the booking level.
This means that you need to select internal under availability.
To modify the customer information, the custom fields need to be at the booking level.
3. How to add new custom fields at the booking and ticket levels
Go to the specific product you wish to add custom fields to.
Click Custom fields on the left-hand panel.
Select on what part of the booking flow the custom fields shall be filled and click on add new custom field:
Custom fields for booking.
Custom fields for tickets.
Name of the field: it will be visible to your customers (e.g. Date of your birth, age, allergies, phone number).
Example of answers: suggest an answer or leave it blank.
Information type: e.g. name, phone, address, company name, etc.
Input type: refers to how the customer will need to provide required the requested information:
Text: short text, for example: a name.
Dropdown box: adding another option will add a option box.
List box: all the options will be listed, with boxes to tick. Several options can be selected at once.
File: to upload a file.
List box (unique choice): all the options will be listed. Only one option can be selected.
Date: a calendar will appear, where the date can be selected.
Long text: if you require more detailed information, the character limit is extended.
Validation: Is this a required input or optional
Availability: select on which sales channel your custom field shall be available (e.g. online, internal/on-site, reseller).
4. How are custom fields displayed?
4.1. On the online booking flow
At the booking level:
At the ticket level:
4.2. On create a sale from the Back-Office
At the booking level:
At the ticket level:
4.3. This is how custom fields look for onsite POS sales
At the booking leve:
At the ticket level:
5. Where do custom fields show up in the attendee list?
Your customer details will be visible under Orders > Attendee List > Custom ticket fields or Custom booking fields > a popup opens (make sure to show those columns with your filters).
