Custom Fields for Customer Records

Created by Doug Stoddart, Modified on Thu, 2 Oct at 9:01 PM by Yani at Bike Rental Manager

You can capture additional information about your customers by creating custom fields. These fields give you flexibility to collect exactly the data you need, and you can also control which fields are visible and mandatory across your different channels. 


 


Setting Up Custom Fields

To create or manage custom fields, head to:
System Settings > CustomerData


Here’s what the page looks like when you access it:



  • By default, you’ll see the standard customer fields already provided.

  • Any custom fields you add will appear in blue text, and you can delete them if needed.

  • To ask a question for each item in a multi-item booking (e.g., each bike in a group booking), make sure you set the scope to per item.


Example: Driver’s License

In the example below, a custom field for Driver’s License has been added to the self-registration form:



Viewing Custom Fields in the Back Office

Custom fields can also be made visible in the back-office. Simply tick the relevant checkboxes, and the new fields will appear alongside the default ones for your staff to view and use.



Changing the Order of Fields

If you’d like to adjust the order in which your customer fields appear, simply drag and drop them into your preferred sequence.




See Also

capturing per rider information

capturing customer data in your online booking (legacy)

customizing the customer data by product

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