Editing custom fields

  • Updated

Additional information is available to FareHarbor employees.

Custom fields can be edited from several different places on your Dashboard, depending on what you’re editing (display options, pricing, etc.) and where you want the changes to take place (one item, multiple items, or all items).

For example, if you’re changing the name or description of a custom field, you’ll most likely want to update its overall settings. If you’re changing the pricing or visibility of a custom field, you may want to make these changes for just a specific item, or for multiple different items.

Click into the sections below to read more about each option.

Editing a custom field’s overall settings

Note: Changes made to a custom field’s overall settings will take effect everywhere that the field is used.

  1. Go to Settings and select Custom Fields from the sidebar.
  2. Locate the custom field you want to edit (Fields are organized by type. If you’re not sure what the custom field type is, select All to see a full list of your fields.)
  3. Click the Edit button to go to its settings.
  4. Click the Settings button to display the Custom field settings options.
  5. Here, you can adjust the pricing and visibility or edit additional settings as needed.
  6. Click Save when you’re finished making your changes

Editing a custom field's settings

Editing custom field settings for a specific item

Updating a custom field from an individual item’s settings allows you to make adjustments for just that item. However, you can update certain overall field settings from here, too.

Editing fields for a specific item

  1. Go to the Items section of your Dashboard and select the item you want to update.
  2. Under the Availability section, click Options & Prices.
  3. Locate the specific field you want to update. Remember that fields can be added to individual customer types as well as entire bookings (which are located on the Whole-booking fields tab).
  4. Click on the custom field and click the Setting button.
  5. Adjust the pricing and visibility, logic, or default values as needed.
  6. Click Save when you’re finished making your changes.

Editing custom field settings for an item

Editing overall custom field settings

From an item’s Options & Prices, you can also make certain changes to a field’s overall settings (remember, these changes will apply everywhere the field is used, regardless of item).

You can access these settings by clicking on the custom field you want to update, then clicking the Settings button. Here you can make changes to the field’s display, such as its title, description, and privacy.

Edit field menu from an item

Certain overall field settings (such as dropdown options) cannot be edited from here. To update these, click the Edit all options button to go to the custom field’s main settings.

Editing custom field settings for multiple items

Using the Price Sheets Overview, you can edit custom fields at both the overall and item level.

  1. Go to Settings and select Price Sheets from the sidebar.
  2. Click the Overview tab at the top of the page.

  3. From the overview, you can use the Filter pricing menu to choose specific items, customer types, or custom fields you want to update. Make sure the “Hide custom fields” box is not checked.

    Filtering the Price Sheet Overview by field

The Price Sheets Overview is organized by item, then customer type. Make sure you’ve located the custom field for the correct item, then adjust the pricing or edit the field’s settings as needed. Remember to click the Save button after each change.