You can add custom text fields to store details for each property, and then insert those details into email templates using a single tag.
For example, you could create one “Arrival Instructions” template for all properties, but still include each property’s unique entry code automatically.
Setting up Custom Fields takes two steps:
- Create the Custom Fields.
- Go into each property and fill in the specific information (e.g., its unique access code).
1. Set-Up the Custom Fields
1. Go to Properties > Custom fields.
2. Enter a field name eg. "Door entry codes" and click "Add new".
You can set-up different types of fields, depending upon what you will use them for. The image below shows some examples, from a single line (for a Key Code), to a multi-line box (for a longer set of instructions), an image, and a date. Dates can be used to create Property Reminders to flag important things to be aware of.
2. Populate the fields in each individual property
3. Go to Properties > Edit > [select property] > Custom Fields > Go.
Enter the information for that property in the text field, click Save, then repeat the process for each property to add its code.
2. Pull this information into your email templates using a tag
4. Go to Emails/Letters > Edit.
5. Select your letter you wish to include this new information and click Edit.
6. Click the "Tag" button to display your tag options.
7. Click Booking properties and scroll down to see your property custom fields. Select the tag you want to add to your email template, then close the window.
8. Click Save once your template is ready. Now when you generate the letter to send within a booking, the custom field will be pre-populated with the correct information. How do I generate an email to a guest?
How can I delete custom property fields?
1. Go to Property > Custom Fields
2. Click onto Edit on the right hand side.
3. Click onto the down arrow in the empty field underneath Save and Delete.
4. Click onto the first entry in the list that comes up.
5. This will forward you directly to the property where the entry needs to be deleted from this custom field.
Repeat step 4. and 5. until there is no longer anything left in the list. The drop down list will no longer display for the custom field.
6. Click Delete on the right hand side
