Create custom fields

• Only Admins can use this feature

You can set up custom fields to collect additional information from travelers when they book a trip.

There are 2 types of custom fields. To learn more, see User profile and Booking custom fields. 

Create a custom field

1. Go to Account Settings
2. Under Cost Management select Custom fields
3. Choose if you want the custom field on the user's profile or in the booking flow
4. Enter a Field Name and a Description
5. Click Save changes

Note: The number of custom fields you can create depends on your plan. For more information, see TravelPerk's pricing plans page.

When you create a new custom field, you can decide whether you want it completed using Free text or Select:

• Select - travelers are provided with a list of options to choose from and you can create as many options as you need. Select custom fields can be used to track departments, offices, reasons for travel, and project or customer codes.
• Free text - travelers can write anything they want. This can be used to track identifiers from other systems, store travel preferences, explanations for selected fares, special requests or dietary restrictions. 

Create options for Select custom fields

There are 2 ways you can create options for Select custom fields:

• Add the options individually
• In bulk using a CSV file upload

You can edit or archive options whenever you want. 

Add the options individually

1. Go to Account Settings
2. Under Cost Management select Custom fields
3. Select the custom field you want to add options to
4. Under Field options, click Create new option
5. Enter the option name and click Save

Using a CSV file upload

1. Create a CSV file with your option names in a single column
2. In the first row of the column, you must have the text name
3. Go to Account Settings
4. Under Cost Management select Custom fields
5. Select the custom field you want to add options to
6. Under Field options, click Import options from CSV 
7. Drag and drop or select your CSV file and click Import options

Note: You can use our CSV template and add your option names.