Custom Fields
Want to make the most of your WebReserv booking system? Check out 3 amazing features and try them for FREE with a GOLD account trial.
The Gold account is the most advanced account in WebReserv. It unlocks all options and features of the system and allows you to make the most of the system. Let us present you 3 features of the GOLD account that really can take your business to another level.
1. Email customization: Convert your emails into a marketing weapon
When a customer makes a reservation through the booking system, WebReserv automatically sends him a confirmation email. This is a great feature because it gives your customers instant notification, all the details of their reservation and the assurance that they have successfully made the booking. But, can you do more? Can you improve the customers experience even further? The answer is yes, Read the rest of this entry »
5 cool things you didn’t know WebReserv could do
WebReserv is one of the most flexible booking systems in the market; there is no doubt about it. We know that you are busy running your business and may not have time to look at all the wonderful features we offer. Not to worry, this article will uncover some of our greatest features that you may not have discovered yet.
Pre / post visit Emails – Account level: GOLD
When a customer makes a reservation through the booking system, WebReserv automatically sends him an email. This is a great feature because it gives your customers instant notification, all the details of their reservation and assurance that they have successfully made the booking. But, are you done with your customer? Of course not. There still are many things you need to do and you will probably need to contact your customers several times before and after the date of his arrival. Let’s talk about how WebReserv can help you keep in contact with customers. Read the rest of this entry »
Custom Fields – Adding value to your booking system
WebReserv is a highly customizable system that is able to meet the unique needs of many types of businesses. One powerful feature for this is Custom Fields. All types of business benefit from the use of custom fields such as a bed & breakfast establishment, tour operators, bike rentals shops, and many others. The reason is because this tool can be used to define their own fields and give the ability to further customize their booking system to meet the distinct needs of the business.
One of the ways to use Custom Fields is if you need to acquire additional information from your customers, such as hotel location, height/weight requirements, or pick up/drop off location.
In addition to information gathering, you can also use custom fields to sell complementary services and products which will increase your revenue per reservation. These types of add-ons could include a spa package or a bouquet of flowers for a bed & breakfast stay, lunch baskets or helmets for a bike rental, or an audio headset for a city tour. Custom Fields allows you to add a price for each extra item, give your customers the option to choose it at checkout, and automatically add to the total price of the reservation. Read the rest of this entry »
Adding custom field display conditions
The custom field in the WebReserv booking system is an extremely powerful and versatile feature. We’ve described in the past how you can utilize the custom fields to handle pet fees, lunch baskets and much more (you can see these and other examples here: http://www.webreserv.com/help/).
Custom Fields in WebReserv also have a great feature called a display condition. This allows you to specify when the system should display the custom field, based on certain rules.
Example: Additional customer/guest name fields
A typical example where this may be used is if you need additional customer or guest name fields, depending on the number of persons in the reservation. Let’s say that you allow up to 4 guests on the reservation and want to get the customer/guest name for each guest. Read the rest of this entry »
Adding custom field display conditions
The custom field in the WebReserv booking system is an extremely powerful and versatile feature. We’ve described in the past how you can utilize the custom fields to handle pet fees, lunch baskets and much more (you can see these and other examples here: http://www.webreserv.com/help/).
Custom Fields in WebReserv also have a great feature called a display condition. This allows you to specify when the system should display the custom field, based on certain rules.
Example: Additional customer/guest name fields
A typical example where this may be used is if you need additional customer or guest name fields, depending on the number of persons in the reservation. Let’s say that you allow up to 4 guests on the reservation and want to get the customer/guest name for each guest.
To do this, create a custom field for each additional guest name:
For the same custom field, scroll down to display rule condition and specify that it should only be shown if number of persons >= 2.
Repeat for the remaining guest name fields. After defining the custom fields, you must assign them to one or more products/rooms/rentals. You can assign each custom field separately under Setup – Products & Reservation Rules – [Select Product] – Customer Information.
That’s it. The WebReserv booking system will now display the Guest Name 2 only if the number of persons on the reservation is 2 or greater.
Handle pet fees (and other fees) in your booking system
The custom fields in the WebReserv booking system makes it really easy to add additional options, such as a pet fees. This example shows you how to create a custom field for pet fees, how to assign it to your room(s) and finally how it will show up on the booking calendar.
Step 1. Create the custom field.
Go to Setup – Custom Fields and click add new custom field. Select List as the custom field type and click Continue. You are now on the main custom field definition page.
– In the name enter “Pets” or a similar name for the custom field.
– We allow for a maximum of 2 pets. Since many customers won’t have any pets at all, we’ll enter 3 options in the options field: No Pets, 1 Pet and 2 Pets. The options field also allow us to enter a price (if selected). In this case we charge $10 per pet per day, so we enter [10.00] on the line for one Pet and [20.00] on the line for two pets.
– We also have to specify that the rate is per day. By default, the booking system assumes that the price is for the entire stay, regardless of length. To change the charge to be per day, change the Price is for to be 1 day(s) – per unit. This instructs the system to charge 10 (or 20) per day per room.
Your custom field should now look like this:
Step 2. Assign the custom field to your products/rooms
After saving the custom field, we have to assign it to one or more products/rooms. This tells the system to include the Pet custom field on the booking calendar. To go Setup – Products & Reservation rules and select the first product/room where you want the Pets custom field to be included. In the left-hand menu, select Customer Information and scroll down to the bottom. Here you’ll find the custom fields. Set the Pets field to optional.
Click save and continue.
Step 3 – Validate the custom field.
To validate that your custom field is working, go to your booking calendar and select the product/room you just modified. Check that the Pets field is included.
You are done. That was easy right?
Tip: By default, custom fields will show on a separate page called “Additional Requests”. You can group custom fields on the date/time page (as shown in the example above) or you can group custom fields on the customer information page. To modify the custom field groups, go to Setup – Custom Fields and click the link to customize the display order.
Tax on custom options
The WebReserv system now uses the tax field for custom options to determine if the custom option is taxable. To set or update the tax rates for your custom fields, go to Setup – Custom Fields.
The tax rate can be set independently from your products (rooms, condos, tours etc).
Adding lunch baskets to tour bookings
This example shows how to add different types of lunch baskets to bookings, but it can be used for all other types of add-ons to bookings including segway tour bookings, boat tour bookings etc.
First create a custom field (list) with the Sandwiches.
After creating the custom field. Go to the product/tour where the lunch basket is to be included and add it under “customer information”.
The lunch basket is not added to the booking calendar is the customer can select the number of sandwiches during checkout.
In some cases, you may have different types of sandwiches. Say, ham and hurkey. This can easily be supported using the WebReserv booking system. Just create two custom fields, one for ham and one for turkey.
Again, remember to select the custom fields under “customer information”. In this scenario, we also created a custom field of type “information” and called it “lunch options”.
When the customer makes the reservation, the customer can now select how many ham sandwiches to add and how many turkey sandwiches to add.
The cost for the sandwiches are included in the total during the check out process:
Adding time and cost to custom fields
The WebReserv booking system has many great features. One of the features is the ability to add prices and/or time to custom fields. This feature allows you to add options to reservations and during the booking process, your customer can select which option they want.
The screen shot below shows a “lunch option” that can be used for tours and rentals.
The custom field list can also include additional time that should be added to the reservation. This feature should only be used for hourly reservations. To specify additional time, enter it as [xdyhzm] where x = days, y=hours and z=minutes. So if you want the length of the reservation to increase by 20 minutes, enter [0d0h30m].
New custom field options for the booking calendar
We are pleased to announce several new setup options for the custom field:
Selection label
If entered, the selection label will be shown instead of the custom field name when the custom selects the option.
Rate label
If entered, the rate label will be shown instead of the custom field name when charges are shown in the rate details.
Show price in selection list
If checked (default) the price for each selection item will be shown in the selection list. If unchecked, the price is not shown.
Office use only.
If checked the custom field will not be shown to the customer during the reservation process, but the field will be available when a reservation is made in the administration tool. Note that an office use only field will still be included in printouts and emails if those are checked.
WebReserv Blog 