Custom Fields are useful for collecting the necessary information from your members when they register for an event. The information you need depends entirely on what type of company, business, or club you are, and what sorts of events you will be hosting.
Your custom fields will be divided into categories. When creating/editing an Event, you may select the category(s) you would like to to be available. Hence, it is important to group your fields in an orderly manner. Continue reading to learn how to create a category and custom field.
List All: This is the default menu when you open the Custom Fields page.
Category: These are the groupings that you have created for organizing the Custom Options.
Click on the Category name to Edit the name and information associated with this Category.
Field Name: This is the name of the specific item, given when you create a New Option (see below). These Fields will be displayed, as you select them, when a registrant signs up for an event. Some of them may be assigned an extra cost that will be added to the registrants total, others are for information gathering (such as which dessert a registrant wants).
Click on the Field Name to Edit the name and information associated with this Field. See "New Option" below for more information on the selections you can make within each field.
Type: Indicates how the field will appear on the registration form.
Rank/Order: Indicates the order of this field within its category.
New Option: This menu allows you to add a new Option (under Field Name).
Field Name: This is the name of the new option you are entering into the system. Examples would be Entree, Golf Cart, etc, as shown above.
Field Type: This determines what format this selection will be in. The options are Text Field, Select List, Date Field, Number Field and Yes/No Field. The information that will be required of the registrant will be determined by the selection of one of these Field Types.
Text Field: This will require the registrant to enter text to fulfill the field An example of this would be if someone referred them and your company wanted to gather the names of who referred them.
Select List: This requires the registrant to choose from a list of options. An example would be a list of meal options that needs to be chosen from.
Date Field: This requires the registrant to enter a date in mm/dd/yyyy format. An example would be date of birth, to prove age.
Number Field: This requires the registrant to enter a number. An example of this would be if you are selling t-shirts and they need to select how many this want to purchase.
Yes/No Field: This requires the registrant to either click a check box (for yes) or leave it unchecked (for no). An example of this would be asking if they need to indicate if they are or are not staying for a meal.
If you choose a select list, fill in the possible values (options) in the provided text box as indicated.
Under Category: Determine which Category the new Option will be filed under. You also have the options of "No Category", which will cause the New Option to appear under a heading marked "unspecified", or Other, which guides you to specify a new category in the text box provided.
If you choose to enter a New Category, you will be able to edit it later by clicking on its name in the "List All" menu.
Field Rank/Order: This determines the order that this Option holds under its heading. It is recommended to leave some space between rankings (eg: 10, 20, 30...) to allow for future additions that may need to be place between the existing Options.
Once you have completed the necessary information click on "Save" to add the new Option to the Fields on your "List All" menu. If you have decided not to add this new Option, click on "Close" to cancel the entry.
New Category: This menu allows you to add a new Category (grouping parameter).
Category Name: This is the name of the new Category you are entering into the system. Examples would be Meal Options, Cart etc, as shown above.
Show this Category: This determines whether or not this Category will appear on the List All menu.
Category Rank/Order: This determines where this Category will be listed relative to the other Categories on the List All menu.