Custom fields & booking form
Optional module (Settings → Advanced → Custom fields & booking form). Off by default. When it is off, the desk form, the guest book page, and boat assignment stay exactly as they are today.
Turn it on when you need answers the built-in form does not have — guest height, a dog on the trip, a max paddler height on the boat type — and, optionally, when those answers should change which boats we recommend.
What you get
- Fields — typed questions on the booking, each person, the customer, the boat type, or one hull. Height is usually per person; “bringing a dog” is once for the trip; max paddler height lives on the boat type. There is also a structured address, and a size and quantity list (dropdown + count; a new row appears when you fill one). Edit a field to change the label or who is asked. The answer kind stays put so past bookings keep their answers.
- Layout — Settings → Booking form → Layout. You start on your current form, not a blank canvas. Dates, lakes, party size, the quote, the waiver, and the deposit stay as locked blocks. You can move them. You cannot delete them. The suggestion card can be hidden or set to “staff pick first.” Equipment order on the desk form follows this list — Adults can sit under the hull picker. The guest layout cannot get the hull picker.
- Links and show-when — start can always copy into return, or only when return is still empty. A field can wait until the start location is one you pick; staff can still tap “show anyway.”
- Assignment — a short table of rules. “When any guest’s height is over this boat type’s max paddler height, don’t recommend that boat.” Prefer rules show up at the bottom of Settings → Booking rules → Prioritization. Drag order is the weight — there is no slider.
How assignment uses the answers
Hard rules drop a boat from the pool. Soft rules only change order inside the same lake tier. Location still wins unless you drag a prefer rule above those tiers in Prioritization.
If Maya is too tall for a 16-footer, that boat is out for everyone, even the kids who would fit. We do not put her in the 17 and them in the 16. Staff can still tick a dropped boat by hand. The form should say why it was dropped.
Where you fill them in
- Desk: New booking / edit, when the field is collected at the desk. A new guest (quick-add or Add customer) uses the same contact address boxes as Confirm contact when the layout is set to split address.
- Guest:
/book/…details step, when the field is collected online. - Fleet: hull edit and boat-type edit, for inventory facts.
Limits, honestly
- Off until you turn the module on.
- Does not change quotes or deposits.
- Does not assign people to seats. One person who fails a boat knocks it out for the party.
- Show-when is a closed list: this field, when start (or return) is one of these places. No “if they typed X, hide Y.”
- No per-package layouts.