Assign a Custom Field to a Customer

Assign a Custom Field to a Customer

Custom fields are alerts for servers or kitchen staff about a customer on an order. Customers are individually assigned custom fields from their customer information pages in the Back Office. To assign a new custom field to a customer, follow the steps below:

*NOTE: A custom field must already be created to assign it to a customer. To create a new custom field, see the instructions HERE.

  1. Select the Admin Center button.
     
  2. Select the Customers tab.
     
  3. If it is not selected by default, choose the Customer Information subtab.
     
  4. Find the desired customer and click the Details button to the left.
     


 

  1. Under the Custom Fields section, click the Add button.
     
  2. Select the desired custom field from the drop-down menu.
     
  3. Enter the custom field value for this customer- text for a text field, a date for a date field. Date fields must be formatted mm-dd-yyyy.

*NOTE: Repeat steps 5-7 for any additional custom fields.
 


 

  1. Click Save and Close.

The custom field is now assigned to the customer. An alert will appear when the custom field conditions are met for the customer.

Video Tutorial:




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