Placing a User Defined Field

After you create a custom field, you must assign it to an App Area in Meevo.

  1. Go to Meevo > Data > User Defined Fields.
  2. Select Field View.
  3. Locate the field to assign. Fields that need assignment have Unassigned in the App Area/Tab or Service column. You can use the filters or enter a Search term to refine the list.
  4. Select the checkbox in the Select column beside each field that you want to assign. Fields that have already been assigned cannot be selected.
  5. Select Place New Field. The Place New Field window appears.
  6. Select the App Area from the drop-down, and then proceed below according to what you selected.

Employee or ClientEmployee or Client  

  1. Select Existing Tab: Your options here are the App Area's Main tab, or a custom-created tab, if any.
  2. Create New Tab: Enter a tab name to create a new tab. The field you are assigning will appear at the bottom of the custom tab's form under the heading Custom Fields. Note that custom tabs you create will be available when placing any non-required UDF.

Note: If you selected Required when creating this field, you can only add the field to the Main tab.

Product or ServiceProduct or Service

  1. Select Existing Tab: Your options here are the App Area's Main tab, or a custom-created tab, if any.
  2. Create New Tab: Enter a tab name to create a new tab. The field you are assigning will appear at the bottom of the custom tab's form under the heading Custom Fields. Note that custom tabs you create will be available when placing any non-required UDF.

Note: If you selected Required when creating this field, you can only add the field to the Main tab.

Booking or Checkin/CheckoutBooking or Checkin/Checkout

Note: Required UDFs cannot be placed in the Checkout App Area.

  1. Multiple Services: You can associate multiple services with a single UDF. Use this drop-down to select which services will trigger the custom field pop-up window.
  2. Show when Booking Online (Booking App Area only): Displays this field to customers during the Online Booking process. Some Field Types, such as Drop Down and Radio Button, are not supported for use with Online Booking. In such cases, Meevo will remind you of this with a pop-up message.
  3. Can be Included in Email Notifications (Booking App Area only): Makes this field a selectable tag in the Notification Templates maintenance form. The tag will appear under User Defined Tag.
  1. If there are User Defined Fields assigned to the App Area, those fields are listed on the left side of the window. You can use the arrows to reorder their appearance in the Meevo form.
  2. When finished, select Assign. If it's set to Active, the custom field is available immediately in the assigned App Area.