How to Configure Customer Settings

Configuring Default Information

1. Access Default Information Settings

Navigate to General Settings > Customer Settings > Default Information.

2. Manage Personal/Contact Information

Toggle fields to activate or deactivate the information you wish to collect from customers.
For each field (e.g., Phone Number, Date of Birth, Address), select one of the following options:
- Do not ask: Exclude the field from the form.
- Optional: Allow customers to provide the information voluntarily.
- Required: Make the field mandatory for form submission.
Example: Make “Email Address” a Required field to ensure you can contact your customers.

3. Save Changes

Once the required settings are configured, click Save & Update.

Creating and Managing Custom Information

1. Access Custom Information Settings

2. Add Custom Fields

Click the Create Custom Field button to define additional fields for your booking form.

3. Configure Custom Field Details

Field Type: Choose the format for the field (e.g., Text Input, Checkbox, Select Dropdown).
Validation: Set whether the field is required or optional.
Field Label: Provide a clear label for the field (e.g., “How did you hear about us?”).

4. Save the Custom Field

After entering the details, click Create Custom Field to add it to your form.

5. Search or Manage Existing Fields

Use the search bar to find specific custom fields or modify existing ones as needed.

Resova’s Customer Settings allow you to manage the default and custom fields for collecting customer information during the booking process. These settings ensure you gather the necessary details efficiently while maintaining a streamlined customer experience.