Custom Fields

Booking Rooster software comes standard with a good range of fields that cover the needs of the training and events sectors in New Zealand. You may need custom fields to support your own existing business processes - especially if you operate multiple branches or specific requirements for accounting or reporting purposes.    Addition of custom fields normally involves

• specification by the Booking Rooster process architect
• implementation by a senior programmer
• documentation by a junior programmer

The reason this full process is needed is that it is important to identify exactly where each field appears.  This includes defining:

• If it relates to course or event creation:
  • Whether it appears in quick create
  • Which, if any reports it shows on
  • Whether it is shown in the kiosk
  • Whether it appears on certificates (if this feature is added)
  • Whether it appears on report cards (if this feature is added)
• If it relates to specific bookings:
  • Who can enter data in this field - bookers, organisers, trainers?
  • Who can see the data - organisers, trainers?
  • Whether it is compulsory during booking
  • Whether it appears on invoices and/or the booking details report
  • What reports and in what position and format it appears on reports
  • Whether it feeds through to Xero or MYOB (if integrated)
  • If you have integrations with Mailchimp, Capsule CRM or other programmes, whether it impacts them.