Custom field groups
Last updated: June 3, 2022
A custom field group is a set of custom fields that can be applied to a whole booking (as opposed to individual customers on a booking). You may also sometimes see them referred to as “whole-booking fields” around the Dashboard.
For example, a default custom field group might include basic options like “How did you hear about us?” and a comments box.
When adding or updating availabilities on your calendar, you’ll choose which custom field group to assign to that particular date and time. Click into the sections below to learn more about using custom field groups.
Creating and editing custom field groups
Only one custom field group can be used at a time; however, it’s possible to create multiple custom field groups and assign them to different availabilities (for example, maybe you want to have a set of fields specifically for your weekend or evening activities).
Custom field groups are primarily created and edited from an item’s Options & Prices. From an item’s Options and Prices, click the Whole-booking fields tab to manage your custom field groups. From here, you’ll be able to edit your existing groups or add a new group.
Any changes you make to a custom field group will automatically take effect on all existing availabilities that it is assigned to (existing bookings, however, will not be changed). Similarly, if you delete a custom field group that is assigned to one or more availabilities, it will automatically be removed from those availabilities but will not affect any existing bookings.
Duplicating custom field groups
When creating multiple custom field groups, you may want to use the duplicate option. This is especially helpful if the groups share many of the same fields.
You can duplicate a custom field group by clicking the edit 
icon next to its name, then clicking the Duplicate button. All fields and any conditional logic associated with the field group will automatically be duplicated.
Assigning custom field groups to availabilities
An availability can only have one custom field group assigned to it at a time. When creating a new availability, you can choose which custom field group to assign to that availability. Or, if no custom field groups are applicable, you can set the custom field group to “None”.
When creating or editing an availability, the option to change the custom field group is located in the advanced settings.
Changing an availability’s custom field group
To change the custom field group that has been assigned to an availability, open the availability, then go to Settings > More Options. Choose the custom field group from the dropdown menu, then click Save changes.
Or, to update the custom field group for multiple availabilities at once, use the availability updater.
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Company-level custom field groups
Company-level custom field groups allow Dashboard users to create reusable whole-booking field groups in company settings and apply them directly to availabilities, instead of building out the same custom field groups multiple times in item settings.
Company-level custom field groups are disabled by default. To enable this feature on a Dashboard, go to the Advanced company settings (shortcut: Shift + ,) and enable Company-level custom field groups (located under “Setup”).
Once enabled, company-level custom field groups can be set up in Settings > Build > Custom Field Groups, just like you would in an item’s settings. You can then use the availability updater to add it to as many availabilities as needed.
You can further customize this view by using the Display options 
menu. With this menu, you can choose to show IDs for custom field groups, archived custom field groups, or Usage for custom field groups on items or on future availabilities.
Your view option selections will be remembered if you navigate away and back and when you refresh your browser. However, if you manually clear your storage, log onto a different device, or it’s been an extended amount of time since you logged in, your view options will be reset to the default.
In each custom field group’s settings, you can see how many items have future availabilities using that group.
Editing custom field groups from Price Sheets Overview
In addition to adding and editing custom field groups from both company settings as well as an item’s Options and Prices, you can also add and edit them from the Price Sheets Overview.
Locate the Price Sheets Overview by going to Settings > Price Sheets, then selecting the Overview tab. In the Filter pricing menu, make sure that the “Hide custom fields” box is unchecked, otherwise you won’t be able to see your custom field groups. To quickly view or edit an existing custom field group, open the Filter pricing menu and type the group’s name under “Filter customers and groups.” Or, to add a new custom field group, follow these steps.