Creating a Custom Reservation Type
Let's walk you through the process of creating a custom reservation type in Appmint CRM. Custom reservation types allow you to tailor the reservation fields to meet your specific needs or business requirements.
Before creating a custom reservation type, ensure you have signed up and logged in to your Appmint account. If you haven't, follow these steps:
Creating a Custom Reservation Type
Navigate to the Menu:
Go to the canvas sidebar and click on the "Database" menu.
Select "Base Collection" from the dropdown.
Scroll through the list of base collections and locate the "Reservation" menu.
Editing the Reservation Fields:
Click on "Reservation". A modal will open, asking you to select the template database you want to edit.
Select the reservation type you want to customize
Once selected, you will be taken to the reservation editing interface.
Use the form builder elements on the right sidebar to add or modify fields according to your needs.
Adding Fields: Drag and drop elements like text fields, dropdowns, checkboxes, etc., from the sidebar to the form builder area.
Modifying Fields: Click on existing fields to edit their properties, such as labels, placeholders, and validation rules.
Customize the Reservation Fields:
Set the names and properties for each custom field you add.
Arrange the fields in the desired order.
Customize field settings to capture the required information for your specific reservation type.
Click on the "Save" icon located at the top-right corner of the interface.
A modal will appear, asking if you want to duplicate the default reservation structure or save it as a new custom collection.
Select "Yes" to save the changes. This will duplicate the default reservation structure and save your customizations as a new collection.
If you choose "No", the changes will not be saved, and the default reservation structure will remain unchanged. Closing the page or navigating away will discard any unsaved changes.
Accessing and Editing Custom Reservation Types:
Your custom reservation type will now appear under the "Custom Collection" menu in the database section.
You can go back to this menu anytime to edit or delete the custom reservation type as needed.
By following these steps, you will be able to create custom reservation types in Appmint CRM that are tailored to your specific requirements.
This flexibility ensures that you can capture all necessary information and manage reservations more efficiently.
Happy building with Appmint!