Configure custom checkboxes for reservations

Introduction

Our system has the option to create custom checkboxes on reservations and member profiles. This is handy if you want to track/save specific data or events that occured.

In this tutorial we are going to create a new checkbox “Waiver 2021” that needs to be visible on a member’s profile.

Some examples are:

Member Profile

Whether or not the member used a special combo
Did the member receive his birthday gift
…

Reservation

Which type of reservation (childrens birthday party, bachelors party, …)
Checklist for additional questions
…

Configuration

Configuration is very easy. In just a few clicks you can add multiple custom checkboxes. Please follow these steps:

Open the Menu
Go to “System”
Go to “Configuration”
Open the “Flags” menu item
You will get an overview of all current configured checkboxes. Here you can start Adding, Editing or Deleting.
To add a new one, click on the “+” icon
A new window will open. Here you have to fill in the Name, Index and Kind
Name: the text that is visible next to the checkbox
Index: the order/position in the list
Kind: in which part of the software this checkbox is going to be used. Most important ones are Person (member profile), Product and Project (reservation)
As an example, we will create the “Waiver 2021” checkbox. We can do this by filling in the fields:
Name: Waiver 2021
Index: This will vary in your system if you already have checkboxes. Make sure to pick a number that is not used before.
Kind: Person
After filling in the fields, click on the “Save” button
Your checkbox is added, will be visible and is now ready to use!