Managing Custom Fields
Creating categories and custom fields for wedding data collection.
Custom fields let you track whatever your venue actually needs. Define categories and the fields inside them, and they appear on every wedding's Event Details tab, ready to fill in.
Where they live
Go to Fields in the sidebar, under Administration. The page is headed Custom Fields.
With nothing set up you get No Custom Fields Yet, and two ways forward: Quick Start or Start from Scratch.
The structure
Two levels:
- Categories group related fields — "Ceremony Details", "Reception Setup", "Florals"
- Fields are the individual questions inside a category
Starting quickly
Quick Start opens a sheet of curated fields, already sorted into categories, with a count of what's on offer. Browse, pick the ones that fit, and import them. Everything imported is fully editable afterwards, so it's a starting point rather than a commitment.
This is the fastest way to a working setup, and it's easier to delete a field you don't want than to invent one you hadn't thought of.
Building your own
Click New Category, give it a Category Name and an optional description.
Then add fields to it. Each field has:
| Setting | What it does |
|---|---|
| Field Name | The label shown on the wedding form |
| Type | What kind of input it is — see below |
| Required | Whether it has to be filled in |
| Description | Help text under the field |
| Options | The list of choices, for the three types that need one |
Only Dropdown, Multi-select and Radio Buttons take a list of options. A checkbox is a yes/no on its own.
As you configure a field, a live preview shows exactly how it will look on a wedding record — worth glancing at before saving, particularly for the types with extra settings.
The field types
Fifteen, in four groups:
| Group | Types |
|---|---|
| Text | Text Input, Text Area |
| Numbers & Dates | Number, Date, Time, Date & Time, Currency |
| Selection | Dropdown, Multi-select, Radio Buttons, Checkbox |
| Other | Rating, Phone, Email, URL |
Most carry their own settings — a number can have a minimum, maximum and decimal places; a date can have an earliest and latest; a rating can change its scale and icon; currency can set its symbol and position.
Tip: Reach for Dropdown over Text Input wherever the answer comes from a known list. Free text is quick to set up and miserable to report on later, because every spelling becomes its own answer.
Importing from a spreadsheet
Import Template opens Import Custom Fields, which takes a CSV of categories and field definitions.
Download the supplied template first — it shows the exact columns expected, and a file matching it imports cleanly. Upload yours, review the parsed preview showing how many categories and fields were found, then confirm.
Editing and reordering
Each category lists its fields in a table of Field Name, Type and Actions. Edit or delete a field from its row, and drag fields to reorder them within a category.
Deleting a field removes it from the page and from new wedding records. Data already entered against it on existing weddings stays in the database.
Where the fields show up
Every wedding's Event Details tab, with each category as its own section and its fields as editable inputs.
They're also what Bridal Document Templates are built from — a document template picks individual fields to print. Note that document sections are built field by field, so your categories organize this page, not your documents.
Frequently Asked Questions
Can different weddings have different fields? No. Every wedding shares the same structure. Leave what doesn't apply blank.
What happens if I delete a category? It stops appearing on wedding records. Data already saved is preserved.
Can couples fill these in themselves? Not directly. Collect the information with a questionnaire and copy the answers across.
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