Custom field basics

Additional information is available to FareHarbor employees.

Custom fields allow you to customize your booking form to better fit your tours and activities. You can use them to collect additional customer information, offer optional add-ons, or store internal details for your team.

Overview

Custom fields are configurable inputs that appear on your booking form or within your Dashboard. They help capture information that is not included in standard booking fields.

You can manage your custom fields from the Settings section of your Dashboard by selecting Custom Fields.

Two primary views are available:

Preview view: Displays how fields will appear on your booking form
Table view: Displays fields in a structured list for easier management and searching

Fields are organized by their internal name and can be edited at any time. Some fields may include a lock icon, which indicates that they are private and only visible to users with the appropriate permissions.

You can customize how custom fields appear in Table view using View settings. These options let you show or hide columns, view archived fields, and see where fields are used, helping you focus on relevant information without changing field configuration.

When to use custom fields

Custom fields are useful when you need to:

Collect additional details from customers beyond standard booking information
Offer optional add-ons or selections during booking
Capture internal-only information for staff use
Organize your booking form into clear sections

The bigger picture

Custom fields play a central role in how information is collected and used across your booking experience.

Depending on how they are configured, custom fields can:

Appear on your online booking form for customers
Be used internally by your team when creating or managing bookings
Affect pricing when tied to optional add-ons or discounts
Support other features such as campaigns or integrations

They can also be grouped and displayed in different ways without changing their underlying configuration, allowing you to tailor how information is viewed and managed.

Types of custom fields

FareHarbor supports several types of custom fields, each designed for a specific purpose:

Text input: Collect free-form responses (short or long text). For example, you can use this field to ask customers for dietary restrictions or special requests.
Checkbox: Provide a selectable option, including those that may affect pricing. For example, you might offer an add-on like “Add a t-shirt to my order” or include a required agreement such as accepting terms and conditions.
Dropdown: Offer a predefined list of selectable options. For example, you can let customers choose from options like equipment sizes, tour preferences, or language selections.
Quantity: Capture numerical values within a defined range. For example, you might ask how many participants are in a group or how many items a customer would like to purchase.
Transportation: Collect transportation details such as pickup location and time (availability may vary). For example, customers can select their hotel or meeting point so you can organize pickups and communicate timing details.
Code: Allow customers to enter promotional campaign codes. For example, customers can apply a seasonal promotion code at checkout to receive a discount.
Code generator: Automatically generate unique codes for campaigns, gift certificates, or packages. For example, you can issue gift certificate codes that customers can later redeem when booking.
Waiver: Track waiver completion when integrated with Smartwaiver (availability may vary). For example, you can confirm whether a customer has signed a required liability waiver before their activity.
Label: Organize sections of your booking form without requiring input. For example, you can add a label like “Additional Information” to group related fields together for clarity.
Date: Obtain date-related information from a client, such as birth date for age-restricted activities.
Email: Provide an email address using this standard email input field. FareHarbor automatically validates the syntax and stores the data securely, allowing you to send booking notifications and updates to all guests.