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Custom Fields
Add custom fields on the customer record. They appear on the customer detail page, not in the widget.
What Are Custom Fields?
Custom fields store extra data on the customer record in your CRM. They appear on the customer detail page grouped by category. They do not appear in the booking widget. Widget questions are managed at Questions.
Configure them at Settings > Custom Fields. The page subtitle says: “Define custom data fields for your customers. Fields appear on the customer detail page grouped by category.”
Field Types
BookingMachine supports 10 field types:
| Type | Label in Settings | Use Case |
|---|---|---|
| text | Text | Short text (gate code, unit number, parking instructions) |
| textarea | Text Area | Long text (special instructions, detailed notes) |
| number | Number | Numeric values (square footage, number of rooms) |
| Additional email address | ||
| phone | Phone | Additional phone number |
| date | Date | Date selection (move-in date, follow-up date) |
| url | URL | Web links (property listing, reference photos) |
| boolean | Yes / No | Toggle (has pets, gated community, parking available) |
| select | Dropdown | Single choice from predefined options (property type, referral source) |
| multi_select | Multi-Select | Multiple choices from options (areas to focus on, special requests) |
Creating a Custom Field
Go to Settings > Custom Fields
Open Settings > Custom Fields from the settings sidebar.
Click + Add Field
The dashed button is + Add Field. Enter Label *, pick a type, and optionally a category.
Configure options
Set whether it is required, add placeholder text, and for Dropdown or Multi-Select, define the options.
Click Save
The header button is Save. Success text is “Custom fields saved.” Fields appear on the customer detail page, not in the widget.
Viewing Responses
Custom field values appear on the customer detail page, grouped by category. They are not shown in the booking widget.
Still have questions? Contact support