Add Custom Fields
How to add custom fields to an activity to collect additional information from customers during checkout.
Use this guide when you need to collect information beyond the standard booking details -- for example, a customer's shoe size, dietary restriction, experience level, or emergency contact. Custom fields appear during checkout and the answers are stored with the booking.
Available Field Types
Resytech supports the following custom field types:
| Type | Description | Use Case |
|---|---|---|
| Text Input | A single-line text field | Names, short answers, license numbers |
| Textarea | A multi-line text area | Special requests, detailed notes |
| Signature | A digital signature pad | Liability acknowledgments, consent |
| Date | A date picker | Date of birth, travel dates |
| Time | A time picker | Preferred arrival time |
| Government ID Upload | A file upload for ID documents | Identification verification |
| An email address input with validation | Emergency contact email | |
| Phone | A phone number input | Emergency contact phone |
| URL | A URL input with validation | Social media profiles, references |
| Address | A street address input with autocomplete suggestions | Pickup or delivery address, hotel, home address |
| Dropdown | A list of choices the customer picks one of | Shirt size, experience level, pickup point |
| Multi-select | A list of choices the customer can pick several of | Dietary needs, add-on interests, equipment requests |
The Address field suggests matching addresses as the customer types and stores the selected address as a single line (for example, 123 Main St, Springfield, IL 62701, USA). Suggestions are ranked around your location's street address, so nearby streets and hotels appear first while an out-of-town home address still completes. Keep the location's address up to date under Location > General for this to work well. Customers can also type an address by hand if it does not appear in the suggestions. In the booking details view, the address links to Google Maps.
Dropdown and Multi-select Options
When you choose Dropdown or Multi-select, an Options section appears in the dialog. Add one row per choice:
- Option -- What the customer picks, and exactly what is saved with the booking (e.g.
Small). A multi-select option cannot contain a comma, because its answer is saved as a comma-separated list. Dropdown options can contain commas, such asDenver, CO. - Description -- Optional helper text shown under the choice (e.g.
Up to 5ft).
Use the arrows to reorder. The order you set is the order the customer sees, and the order choices are listed in a saved multi-select answer.
A Dropdown always shows as a dropdown. On a computer, each choice in the open list shows its description underneath the option. On a phone or tablet it uses the device's own picker, which can only show the option itself, so the description of the chosen option appears under the field once it is selected. Either way the customer sees it, so keep option wording short and put the detail in the description. Multi-select always shows as selectable cards with checkboxes, with every description visible while choosing.
Renaming an option later does not change answers already saved. Existing bookings keep the wording the customer actually saw.
Add a Custom Field
- Go to Activities > [Activity Name] > Settings > Custom Fields.
- Click Add Custom Field.
- In the dialog, configure:
- Label -- The text shown to the customer (e.g., "Shoe Size", "Dietary Restrictions").
- Type -- Select one of the field types listed above.
- Required -- Toggle on if the customer must fill in this field to complete checkout. Toggle off to make it optional.
- Click Create.
The field appears in the custom fields list and will be shown to customers during checkout.
Edit a Custom Field
- Click the field in the custom fields list.
- Modify the Label, Type, or Required setting.
- Click Save.
Delete a Custom Field
- Click the trash icon next to the field you want to remove.
- Confirm the deletion.
Deleting a custom field removes it from future checkouts. Existing bookings that already collected data for this field retain their answers.
Where Custom Field Answers Appear
- Booking details in the dashboard -- staff can see all custom field answers when viewing a booking.
- Confirmation emails -- If you enable Show Custom Field Answers in the activity's Communication settings, the answers are included in the email sent to the customer.
- Booking exports and reports -- Custom field data is included when exporting booking information.
Tips
- Keep custom fields to a minimum. Every additional field adds friction to the checkout process and can reduce conversion rates. Only ask for information you truly need.
- Use the Required toggle thoughtfully. Mark a field as required only if you cannot process the booking without the information.
- The Signature field type is useful for simple acknowledgments, but for full legal waivers and agreements, use the Agreements feature instead, which provides a richer experience with full document text and a dedicated signature capture.
- If you need the same custom fields across multiple activities, create them on one activity and then clone the activity to copy everything.
Related
- Set Up Activity Manifest -- Configure guest limits and demographics.
- Configure Scheduling -- Set when the activity is available.
