Custom Fields are a useful tool to add specific information to your events, bookings, accounts, contacts, or locations within Tripleseat. This information can then be pulled into documents and reporting.
To set up a new Custom Field, head to Settings > Custom Fields. On this page, you will see tabs for multiple options: Event Fields, Booking Fields, Contact Fields, Account Fields, and Location Fields.
This will determine where the Custom Field applies, where the data will be merged, and which reports it can appear on. If you would like certain fields grouped together, you can click New Custom Category in the top right. Otherwise, you will head to New Custom Field to build your field.
Then, you will enter the name, category, and field type. Please note that the field type cannot be adjusted after saving. Additionally, you can elect to make this a required field.
Once saved, this new field will appear within the details of your events, or bookings, etc. To pull this information into documents, you can utilize merge fields, by right-clicking within a text box.
Additionally, when running certain reports, if you head to Customize > Columns, you will see a section labeled “Custom Fields,” and can then include this information there.
This video also goes over Custom Fields in more detail. Please let us know if you have any further questions!