How to set up custom fields

The custom fields feature will help you be better prepared for your guests’ visit to your restaurant by, beforehand, having collected valuable information and requests from the guests. With custom fields, you can collect important information about guests such as allergens, special occasions, number of children, and much more. The information you collect with custom fields allows you to be prepared the best way possible for when your guests arrive. 

How to activate the custom fields feature 

Just like with all other resOS features, you have to activate the custom fields feature in the App Store via your account as shown in the picture below.

custom fields settings
  1. Go to your dashboard
  2. Go to Apps
  3. Activate the feature called ‘Custom fields’

Custom fields’ settings

After activating the app, it’s time to set up the feature by choosing the settings that are suitable for your establishment. Here is a step by step:

  1. Go to Dashboard
  2. Go to Settings
  3. Scroll down to ‘Apps’ and click on ‘Custom fields’
  4. Start adding your custom fields by clicking on ‘Add new custom field’
custom fields settings

custom fields settings

Add your custom fields

You have different options to choose from when you add custom fields to the booking flow. First you should add a label name that is visible on the booking flow, but also the internal name that is shown on the reservations internally in the system. You also have the option to add a help text that can give the guests more details about what this custom field is about.

We imagine that some custom fields might be very important for restaurants to have in the booking flow at all time, and some might be less significant, you can therefore choose if the custom field is required to be filled out or not.

custom fields settings

resOS supports all standard form input fields including text and number fields, drop-downs, radio buttons, as well as multiple choice checkboxes. In ‘Type of field’ you can choose what kind of form input field that is suitable for this custom field as shown in the image below.

custom fields settings

Activate customs fields for your opening hours

You can choose if the custom field you add should apply to all opening hours by default or only specific ones. If you want the custom field to show on all opening hours, you should enable ‘Activate by default on all opening hours’. If you on the other hand only want the custom field to apply to some of the opening hours, you should go to Settings -> Opening hours and edit the opening hour in question. Now, scroll all the way down on the page and enable ‘Custom fields’.

custom fields settings

Get an easy overview of bookings with custom fields 

Regardless of what booking overview you use in the system to see and handle your bookings, you will get an easy overview of bookings that has custom fields. The colored badges help you easily spot what bookings has custom fields that you should be aware of. When you click on the colored badge or open the booking, it will be clear to you exactly what custom field that is applied to this booking.

custom fields in the system

Read more about the custom fields feature here Custom fieldsfamily at table

Do you need help?

The support team at resOS is always ready to help you with any questions or issues you may have about the system. Do not hesitate to contact us at [email protected], and we will make sure to help you get started in the best way possible. We look forward to hearing from you.