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How do I add a custom field in Tripleseat?

How to add a custom field to Tripleseat, for filtering or reporting purposes

Step 1:

On the left-hand navigation bar, scroll down to “Settings”.

Screenshot 2023-06-12 at 2.10.56 PM

Step 2:

In the Settings window under General, click “Custom Fields”.

Screenshot 2023-06-30 at 9.15.06 AM

Step 3:

You will now be taken to the “Event Fields” page. From here, you can choose to add your custom field to either Events, Bookings, Accounts, Contacts, or Locations.

Screenshot 2023-06-30 at 9.19.22 AM

Step 4:

We will create a new Event Field. Click “+New Event Field”.

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Step 5:

You will now see a window that says “New Event Field”. From here, you will select the locations this field will show up for, name the field, add a field type, and determine whether or not this is required.

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Step 6:

If your field type requires further setup (example, Radio Buttons), you will be able to edit the selectable options that appear.

Screenshot 2023-06-30 at 9.20.31 AM

Step 7:

Click “Save” when you are done.

Step 8:

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