Custom Fields

Custom Fields enable you to freely add any defining details to your listings and reservations. By adding your own Custom Fields, you are adding more ways to filter your reservations, more ways to search for specific information, and more ways to share the data that is important to your business. 

What can you do with Custom Fields?

1. Save Information Relevant To An Entire Listing 

By creating your own Custom Fields for a listing, you can store data that's important for that property as a whole. For example, you can create a field titled "home owner" or one titled "lease expiration date" and then you can fill in the field accordingly. 

2. Save Information Relevant To A Specific Reservation 

When every vacation rental business works a little bit differently, it's essential to be able to customize information according to each reservation. For example, you can create a Custom Field in which you can input your guests' flight numbers, one in which you can input any issues that may have come up during the guests stay, one in which you can input an alternating lockbox code, etc. 

3. See/Sort Reservations According To The Info In Your Custom Fields 

For every Custom Field that you create, you will then be able to display that information as its own column in your reservations reports. This allows you to easily create a report that includes, say, check-in and check-out dates, name of guest, and whatever custom text you've added to that listing or to that reservation (i.e.home owner, lease date, guest flight number, guest issues, alternating lockbox, etc.).

4. Filter Reservations According To The Info In Your Custom Fields 

For every Custom Field that you create, you will then be able to filter your reservations reports according to the info within it. For example, if you have added a Custom Field with "owner's name", you can then filter your reservation view so that it displays only  the listings owned by that person. 

5. Work Together On Custom Fields Inside The Dashboard or Share Customized Reports Externally

Every account can have multiple users, who can work together when adding, editing, and updating your account's information – including that within the Custom Fields. This way, your team can work collaborate inside the dashboard, at the same time. 

Moreover, all reports that created with columns sorted by or filters displaying the info in your Custom Fields can be shared with anyone you choose. 

 

How can you add a new Custom Field?

1. Go to "Account" -> "Account Settings"

2. Under the "Custom Fields" header you will see two sections: (1) Listing and (2) Reservation.

3. Click on the "Add a field" button for either the listing or the reservation section.

4. Add the name of the field (the name of your Custom Field is how the field will be displayed as a sorting column and as a filter).

5. Add the field's type. You can choose between text, long text, date, time, Yes/No, a team member, or a contact. The type of the field will keep the information consistent and accurate. 

 

How can you add information to a Custom Field?

For a listing's Custom Field:

1. Go to any one of your listings

2. Click on the "Property" tab and head over to the Extra Information block. In it, you will see all of your listing's Custom Fields.

3. Add or change the information you need, and click save.

For a reservation's Custom Field:

1. Go to any one of your reservations

2. On the bottom right side, you will see the Extra Information block. In it, you will see all of your reservation's Custom Fields

3. Add or change the information you need, and click save. 

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