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Configure custom checkboxes for reservations

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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:

  1. Open the Menu
  2. Go to “System”
  3. Go to “Configuration”
  4. Open the “Flags” menu item
  5.  You will get an overview of all current configured checkboxes. Here you can start Adding, Editing or Deleting.
  6. To add a new one, click on the “+” icon
  7. 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)
  8. As an example, we will create the “Waiver 2021” checkbox. We can do this by filling in the fields:
    NameWaiver 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
  9. After filling in the fields, click on the “Save” button
  10. Your checkbox is added, will be visible and is now ready to use!

Overview checkboxes on member’s profile

Create a new checkbox

 

 

 

 

 

 

 

 

 

 

New added checkbox

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