Configuring & Using Custom User Fields

This article provides a step-by-step guide on how to configure the reservation screen in roomMaster Cloud to meet your hotel’s specific needs by adding custom fields.

Accessing Custom Fields

1. Navigate to the Reservation Screen: From the main reservation screen, locate the Other Information tab where custom fields are available.
2. Available Custom Fields: You can find fields such as:
   • Market Code
   • Business Source
   • Additional custom fields (e.g., Do you have pets?)

Configuring Custom Fields

Step 1: Access Configuration Menu

1. Setup Configuration: Go to the setup menu and select Configuration.
2. User Fields Access: Ensure you have manager or admin access to modify configuration settings. If not, contact your supervisor.

Step 2: Custom Lookup Fields

1. Adding Custom Fields:
   • In the Custom Lookup Fields section, you can add or remove fields as required.
   • Click Valid Values then Insert to add a new value. Enter a code and description.
   • Add your most used value under Default to automatically fill the field on new reservations.

1. Editing Fields:
   • To modify an existing field, highlight it and click Change. Delete it if necessary.

Step 3: Freeform Fields

1. Adding Freeform Fields: For additional guest information, type your requirements in the Custom Field section (e.g., Estimated Arrival Time, Do you have pets?).
2. Setting Requirements: To make a field mandatory, check the relevant box, prompting agents to fill it during making reservations, check-ins, or both.

This training reviews:  How to add custom User Fields to the reservation screen and set the default reservation details