Purpose
This article explains how to set up custom travel fields in TravelBank.
Audience
This article is directed toward TravelBank customer administrators and travelers.
Overview
Custom travel fields help TravelBank administrators automate their work, and eliminate manual work, in terms of reporting. These fields can help administrators gather more granular details, such as creating tags for cost centers or out-of-policy reason codes. The available custom travel field types are open text fields and dropdown fields, and the fields can be set to either required or optional. Travelers see these fields during checkout and throughout all points of the booking flow.
Known limitations
Administrators can add no more than five travel custom fields.
Add a custom field using the TravelBank website
To add a custom travel field on the TravelBank website, take the following steps:
From the TravelBank left navigation menu, select “Company Settings” and then “Travel” > “Custom Fields”.
Select “Add" at the bottom-right of the screen. This brings up a “Create New Custom Field” form (see Figure 1).
Complete the form fields as needed, and note that once you create your custom field, you cannot rename it later (that is, edit the “Field Name” field).
If you select “Dropdown” in the “Field Type” field, an “Input field type values” section appears. This is where you can add the options for your dropdown menu; select “Add Another Option” to add as many options as needed. If you need to add more dropdown menu options after you create your custom field, you can edit the dropdown options later.
Once you’ve completed the fields in the “Create New Custom Field” form, select “Add”.
Figure 1. “Create New Custom Field” form
Set rules for your custom field
By default, your new custom field is turned off and is not a required field. (If a field is required, travelers cannot complete their booking until they complete the custom field.) To turn on your custom field or to make the field required rather than optional*, go to the “Set Rules” section of the “Create New Custom Field” form, and turn the toggles to On.
*Note: Only admins can set rules for custom fields.
Edit a custom field
To edit a custom field once you’ve created it, select "Edit" to the right of the custom field you want to modify (see Figure 2).
Figure 2. “Edit” button to the far-right of each custom field
This opens an “Edit Custom Field” form, where you can enable or disable the field; make the field required or not required; and, if the field is a dropdown field, make changes to the dropdown options.
Traveler experience using custom fields
During checkout, travelers see the custom fields set up by administrators in the “Additional Booking Details” section, as shown in Figure 3.
Figure 3. How custom travel fields appear to a traveler during checkout
These additional booking details (that is, the custom fields information) are also available for trip modifications and throughout all points of the booking flow.
Figure 4. How custom travel fields appear to a traveler after checkout
Frequently asked questions
How do I change the name of a custom field?
Once you create a custom field, the field name cannot be changed. You may want to consider deactivating your custom field and making a new one with a different name. If your custom field has a typo, contact support@travelbank.com.
How do I change the field type of a custom field?
Once you create a custom field, the field type cannot be changed. You may want to consider deactivating your custom field and making a new one with a different field type.
How many custom fields can I add as an administrator?
You can currently add up to five custom fields. If you need additional custom fields, you may want to consider deactivating one of your current custom fields and adding a new one.
Can I set up a separate custom field for flights, hotels, and cars?
Currently, any custom field you create is applicable across all the travel verticals: flights, hotels, and cars.
Can custom fields be set as required or optional?
Yes, custom fields can be set as either required or optional.
Need help?
If you need help, contact the TravelBank support team:
Email support@travelbank.com.
From the website or mobile app: Open the left navigation menu and select “Chat with us”.
Publish date: November 10, 2023
Last update: April 20, 2024