Waivers & Documents: Fields

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Creating a new field for your document is easy.

1. Click on the field type you wish to use with your document.

2. The field editor will slide in from the right and you can now configure your new field credentials.  

 

 

 

 

3. These include the Label, or title, for the field. The ID will be generated automatically once you move to that field in the editor. If you wish to change this, go ahead and do so. The Tip is a brief instruction that will be displayed below the field. This might say something like Enter Your Date of Birth. Finally, if you would like to use a Default Value for the field, enter it in the box provided.This will pre-filled in the box when the customer views the form. They can change this to something else if they wish.

 

 

 

 

4. If the field must be filled out by the customer, check the box labeled This field is required.

5. When you are happy, click the Create button to complete the new field. Your new field will be added to the Field List, directly below the icons. From here, you can either edit the field or, add it to your document.  

 

 

   

 

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To add the field to your document, place your mouse cursor at the beginning of the line on which you would like the field to appear. For best results, the cursor should be on its own line.

 

 

 

 

Once the cursor is in place, click on the Add button by the field you wish to insert. 

 

 

 

 

The field will now be added to the document. At this point, you can save your document by clicking on the Save button, bottom right.  

 

 

 

 

Once saved, you can preview the document by clicking on the Preview button, also bottom right.

 

 

 

 

This will present you with the same view of the document your customers will have upon signing.  

 

 

 

 

 

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Editing a field is also very simple. All you have to do is click on the Edit button by the field.

 

 

 

 

This will bring you back to the original field editor from which you can make your changes. When complete, click Update to return to the field list.  

 

 

   

 

 

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The order of your fields is sorted by the order of appearance in the document. In past versions of the Checkfront Booking Manager,  field order was determined by manually dragging them into the required position. However, this is no longer the case.

 

 

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If you no longer require a field on your list, follow the steps above to edit the field and click on the red Delete button to erase it.  

 

 

   

 

 

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Some of the field types, specifically Radio, Gender & Selection, require the input of choices from which the customer can choose.  

 

 

 

 

When creating/editing these field types, you will see a box labelled Options. This is where you input the various options your customers will select. Each option should be entered into its own line. There are some pre-populated examples to get you started, but feel free to update these as necessary. When appearing in a live document, the customer will be able to choose from one of these options.

 

 

 

 

 

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The repeated section is useful if you need to collect multiple versions of the same information. For example, you may wish to collect the email addresses and names of several individuals who are part of the booking. To add a repeated section, place your cursor at the beginning of the line on which you would like to add the section.  

 

 

 

 

Then, click on the Repeated Section button, as highlighted below.  

 

 

 

 

The {REPEAT} shortcode will now be added to the document, as shown below:

 

 

 

 

Replace the line This content will be repeated, with the fields you wish to repeat.  

 

 

 

 

Save the document and then click on the Preview button. You will now see a series of numbered buttons in the document, from zero to six. If zero is selected (default), the repeated section will not be shown at all. Clicking on a number greater than zero will display the section that same number of times within the document.  

 

 

 

 

For example, let’s say you have a line of text in your document that says ‘Please select the number of participants in your party’. The customer might select ‘2’. Now, the repeated section, that might include full name and email address fields, will be displayed twice to the customer.

Click on the Back to template link, bottom left, to return to the document edit screen. If you're happy with the content and layout, click Save, bottom right, to record your changes.  

 

 

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