Manage custom guest data

Easol provides default questions to collect customer information on a booking during checkout or after checkout which include Name, Email, Date of birth, Mobile phone, and more. In addition to the default questions, you can also add your own custom guest fields. 

How to add a custom guest field

1. Go to Settings > Custom data.
2. Select Guest.
3. Click Add custom field. 
4. Input the Display name — this is the form field that’ll be visible to customers.
5. (Optional) Add a Reference label for internal purposes.
6. Add hint text to provide some guidance or useful links for the customer on how to answer the questions.
7. Next, choose a Select data type: open text, multiple choice single-select, date, date and time, checkbox.
8. (Optional) Toggle Lead booker to complete only. When active, the question will only need to be completed once by the lead booker.
9. (Optional) Toggle Field is required. Customers won’t be able to proceed without answering.
10. Click Save.

The custom guest field is now ready to be activated in your Guest Fields. 

How to edit a custom guest field

After saving a custom guest field, you can edit the question, reference label and hint text. If you’d like to change the question type, it’s recommended to create a new custom guest field.

If the name of the custom guest field and dropdown option names are edited after having been in use, the responses will remain valid and update to match the new name.

When the custom field dropdown option is removed after having been in use, the responses will still remain in the data and reports. However, if the guest or booking details are edited, you will be required to select a valid option.

To edit a custom guest field:

1. Go to Settings > Custom data.
2. Click the three-dot icon next to the question you’d like to update and select Edit.
3. Make your edits.
4. Click Save changes to publish changes.