Configure custom checkboxes

Introduction

Our system has the option to create custom checkboxes on reservations and member profiles. This is handy if you want to track/save specific data or events that occurred.

Some examples are:

Member Profile

• Whether or not the member used a special combo
• Did the member receive his birthday gift
• …

Reservation

• Which type of reservation (children's birthday party, bachelors party, …)
• Checklist for additional questions
• …

Configuration

Configuration is very easy. In just a few clicks you can add multiple custom checkboxes. Please follow these steps:

1. Open the Menu
2. Go to “System”
3. Go to “Configuration”
4. Open the “Flags” menu item
5.  You will get an overview of all current configured checkboxes. Here you can start Adding, Editing or Deleting.
6. To add a new one, click on the “+” icon
7. A new window will open. Here you have to fill in the Name, Index and Kind
   Name: the text that is visible next to the checkbox
   Index: the order/position in the list
   Kind: in which part of the software this checkbox is going to be used. Most important ones are Person (member profile), Product and Project (reservation)
8. As an example, we will create the “Promo Winter” checkbox. We can do this by filling in the fields:
   Name: Promo Winter
   Index: This will vary in your system if you already have checkboxes. Make sure to pick a number that is not used before.
   Kind: Person
9. After filling in the fields, click on the “Save” button
10. Your checkbox is added, will be visible and is now ready to use!