Create a new custom field group
You can organize your custom fields under groups. Custom field groups only affect the customer portal. If you are not planning to use the customer portal then you don’t need to setup groups for your custom fields. In the customer portal, by default, each custom field appears alone in a page/popup during the booking process. Organizing custom fields into groups makes these custom fields appear together in one page in the customer portal and in your branded app. Grouped custom fields will be stacked together and appear in a single step for your customers during the booking process. If you have multiple custom fields linked to a service and you want to allow your customers to book online, you sometimes need to make the booking process quicker and smoother by grouping custom fields to appear together in the same page/popup, which reduces the number of steps required during the booking process. If custom fields are not grouped, then each field will appear as a separate step during the booking process.
To create a new custom field group,
- Go to Settings
- Select Services
- Click on Custom field groups
- Click Create New
5. In Group label: write the name of the group.
6. In Helper text: write a description or any details you want to add about this group; and this field is optional.
7. Click on Add custom fields to see all your custom fields and choose the ones to be under this group.
This screen shot shows how the custom fields appear in the customer portal when they are grouped (They appear together).
This screen shot shows how the custom fields appear in the customer portal when they are not grouped (They appear separated).
This screen shot shows how the custom fields appear in OctopusPro app when they are grouped.