What Are Custom Appointment Fields?

Custom Appointment Fields are additional data points or attributes that can be added to collect more detailed information about appointments. These fields can be used for various purposes, such as:

• Tracking specific details like Supplier, # of Pallets, or PO Number.
• Internal fields for warehouse use only.

How to Create Custom Appointment Fields

To create a new custom appointment field, follow these steps:

1. Navigate to the Warehouses page from the left menu.
2. Select the Warehouse you want to edit.
3. Click the Fields & Forms tab in the top-right corner of the page.
4. Click on Manage this Form.
5. Click on Create Field.
6. Enter a Field Label (e.g., Supplier, # of Pallets, PO Number).
7. (Optional) Provide a Field Description if needed.
8. (Optional) Add an Example of what users should enter (e.g., "PO9999", "REF5656").
9. Select the appropriate Field Type* from the drop-down menu. 
10. Choose if the field should be required for warehouse users.
11. Decide if the field should be hidden from carriers (i.e., internal use only).
12. Specify if the field should be required for carriers.

Once these steps are completed, the new custom appointment field will be ready for use in your appointment form.

*For more information about Field Types, please see this article.