Your customers have made reservations using a form with custom fields. Now you want to see the values entered by your customers.
All these data are in your reservation list, on your site administration panel:
- Go to “Booking Activities”, “Bookings” submenu
View custom field values
You will notice that for each custom field created, a column has been added to your booking list. The field value given by the customer will be in that column.
Reminder: To show / hide a column in the reservation list:
– Click on “Screen Options” at the top right of the page
– Check / uncheck the boxes corresponding to the columns to show / hide them
- Click on the button in the “Custom Fields” column to see all the booking custom fields values
- Tip: Mouse over this button to quickly view field values
Edit custom field values
It is possible to request a field for each booking, or only once and for all during the subscription (see this documentation). You will have to change the filled in values respectively in the booking list, or on the user profile.
Values attached to the booking
- Click on the button in the “Custom Fields” column to change the booking custom fields values
A dialog shows up. In the “Fields” tab you can change all the custom fields values:
- Click the icon in the desired field area to empty it
- Click the icon in the desired field area to remove it
- To add a field, select it in the selectbox at the bottom of the dialog and click on “Add this field”
- Change the desired fields values
- Click on the “OK” button to apply changes
In the “Participants” tab you can change each participant custom fields values or even add and delete participants:
- Click the icon in the desired participant area to empty all its fields
- Click the icon in the desired participant area to remove this participant
- Mouse over a participant field and click the appearing icon to remove this field for this participant only
- To add a field to each participant, select it in the selectbox at the bottom of the dialog and click on “Add this field”
- To add a participant, click on the “Add a participant” button
- Change the desired fields values
- Click on the “OK” button to apply changes
Values attached to the user
Change by administrator
- Click on the user name in the booking list (“Customer” column) / Or go to the desired user profile via Users > All users > desired user
In the “Custom fields (bookings)” area, you can change the custom fields values bound to the user. Only the fields already filled will be displayed, but you can add a value for any other custom fields at any time:
- In the “Add a custom field” selectbox, select the desired form field and click “Add this field”
- A new row appears, fill in the value for it
- Save changes
Change by user
The [bookingactivities_user_custom_fields] shortcode displays a form that allows the customers to edit the custom field values associated with their account.
By default, this form will only display fields having a value associated with the user currently logged in. But you can configure this shortcode to display custom fields of your choice.
| Attribute | Expected value |
|---|---|
fields |
Custom fields names (comma separated). Default: (fields having a value only). |
delete_default |
1 to display a field allowing the customer to delete the data used to prefill the booking forms.0 to hide this field.Default : 1. |
enable |
1 to display only the active (non-deleted) custom fields.0 to hide them.Default: 1< /code>. |
user_id |
The desired user ID (integer). Default: (current user). |
form_wrapper |
1 to display a form.0 to display only the fields.Default: 1. |
redirect_url |
URL to redirect the user to after submitting the form (only if form_wrapper = 1).Default: (no redirect). |
If you are using WooCommerce, the customers can change the custom fields values directly from their account ("Account details" tab). Go to Booking Activities > Settings > WooCommerce tab > "Custom fields in My Account".
Filter reservations by custom fields
A new filtering option appeared among the reservation filters: "Custom Fields".
- Click on the "Set filters" button
- A dialog appears to let you set the desired values
- To add a field, select it in the selectbox at the bottom of the dialog and click on "Add this field"
- Set the desired value for this field
- Click on "OK" to validate the filters
- Note that a "Remove filters" button appeared to cancel the custom fields filtering
- Click on "Apply filters" to filter the list
About the filtering:
- Only bookings with all the desired values appear
- If one participant has the desired values, the reservation appear in the results
- Custom fields filters are cumulative to other filters, only bookings matching all filters appear
The Advanced Forms add-on also allows you to show custom field values in your notifications.