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View and edit booking metadata

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

  • 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

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.

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