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Display settings
Updated over 7 months ago

In Settings > Display, there are a number of tabs referring to various sections of the app. Under these are options for all available fields or tabs that can be seen when creating a project, . By unticking the first column, the field will no longer be displayed, while ticking the second will make the field a required answer.

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Some of the display fields will be automatically ticked as shown and required. Check if you have any fields necessary for effective reporting on your bookings that need to be turned on and make a required field.

For some fields, it is possible to click on the name to access more customizability settings. This can be seen in cases such as Dietary Requirements or Media Consent, where specific names or information can be edited.

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Best Practices:

  • Turn off any fields that are unnecessary to collect information on, this will streamline your customers’ booking process, allowing them to book onto their sessions as quickly as possible.

  • In some cases, it may be necessary to have secondary options shown and required if the first is selected. For example, if you have FSM code turned on for schools, make sure the code is shown as a field in the school records.

  • Ensure you only have one of the Media Consent or Photo Consent options turned on to avoid asking redundant questions.

  • The Emergency Number field should always be a required field.

  • When Medical Notes is set as a required field, customers will need to enter something into this field to continue. If your customers are unlikely to consistently use this field, the required field option should be turned off.

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