Custom field groups

  • Updated

Additional information is available to FareHarbor employees.

A custom field group is a set of custom fields that can be applied to a whole booking (as opposed to individual customers on a booking). You may also sometimes see them referred to as “whole-booking fields” around the Dashboard.

For example, a default custom field group might include basic options like “How did you hear about us?” and a comments box.

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When adding or updating availabilities on your calendar, you’ll choose which custom field group to assign to that particular date and time. Click into the sections below to learn more about using custom field groups.

Creating and editing custom field groups

Only one custom field group can be used at a time; however, it’s possible to create multiple custom field groups and assign them to different availabilities (for example, maybe you want to have a set of fields specifically for your weekend or evening activities).

Example of a custom field group

Custom field groups are primarily created and edited from an item’s Options & Prices. From an item’s Options and Prices, click the Whole-booking fields tab to manage your custom field groups. From here, you’ll be able to edit your existing groups or add a new group.

Any changes you make to a custom field group will automatically take effect on all existing availabilities that it is assigned to (existing bookings, however, will not be changed). Similarly, if you delete a custom field group that is assigned to one or more availabilities, it will automatically be removed from those availabilities but will not affect any existing bookings.

Duplicating custom field groups

When creating multiple custom field groups, you may want to use the duplicate option. This is especially helpful if the groups share many of the same fields.

You can duplicate a custom field group by clicking the edit icon next to its name, then clicking the Duplicate button. All fields and any conditional logic associated with the field group will automatically be duplicated.

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Assigning custom field groups to availabilities

An availability can only have one custom field group assigned to it at a time. When creating a new availability, you can choose which custom field group to assign to that availability. Or, if no custom field groups are applicable, you can set the custom field group to “None”.

When creating or editing an availability, the option to change the custom field group is located in the advanced settings.

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Changing an availability’s custom field group

To change the custom field group that has been assigned to an availability, open the availability, then go to Settings > More Options. Choose the custom field group from the dropdown menu, then click Save changes.

Updating an availability's custom field group

Or, to update the custom field group for multiple availabilities at once, use the availability updater.