Create custom fields

  • Only Admins can use this feature

In the next few months, all labels will become custom fields. To learn more, see Updating labels to custom fields. 

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

There are 2 types of custom fields. You can find out more on User profile and Booking flow custom fields. 

Create a custom field

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

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

 

Booking flow custom fields

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

  • 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. 
  • 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.

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

You can add options when creating a new custom field or after the field has already been created.

  1. Go to Account Settings
  2. Under Cost Management, select Custom fields
  3. On the custom field you want to add options to, click the 3 dots and select Edit
  4. Under Field options, click Add new
  5. Enter the option name and click Save
  6. Click Save Changes

 

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. On the custom field you want to add options to, click the 3 dots and select Edit
  6. Under Field options, click Import from CSV 
  7. Drag and drop or select your CSV file and click Import options
  8. Click Save Changes

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

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