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Pricing","\u002Fen\u002Fdevelopers\u002Ftypescript-sdk\u002Favailability-and-pricing","en\u002F03.developers\u002F02.typescript-sdk\u002F07.availability-and-pricing",{"title":576,"path":722,"stem":723,"icon":358},"\u002Fen\u002Fdevelopers\u002Ftypescript-sdk\u002Fbookings","en\u002F03.developers\u002F02.typescript-sdk\u002F08.bookings",{"title":210,"path":725,"stem":726,"icon":358},"\u002Fen\u002Fdevelopers\u002Ftypescript-sdk\u002Fclients","en\u002F03.developers\u002F02.typescript-sdk\u002F09.clients",{"title":728,"path":729,"stem":730,"icon":358},"Sales and Goods for Sale","\u002Fen\u002Fdevelopers\u002Ftypescript-sdk\u002Fsales","en\u002F03.developers\u002F02.typescript-sdk\u002F10.sales",{"title":732,"path":733,"stem":734,"icon":358},"Organization","\u002Fen\u002Fdevelopers\u002Ftypescript-sdk\u002Forganization","en\u002F03.developers\u002F02.typescript-sdk\u002F11.organization",{"title":310,"path":736,"stem":737,"icon":358},"\u002Fen\u002Fdevelopers\u002Ftypescript-sdk\u002Freports","en\u002F03.developers\u002F02.typescript-sdk\u002F12.reports",{"title":739,"path":740,"stem":741,"icon":742},"REST API Reference","\u002Fen\u002Fdevelopers\u002Fapi-reference","en\u002F03.developers\u002F03.api-reference","i-prime-server",{"title":744,"path":745,"stem":746,"icon":6},"Examples","\u002Fen\u002Fdevelopers\u002Fexamples","en\u002F03.developers\u002F04.examples",{"id":748,"title":615,"body":749,"description":1820,"extension":1821,"links":1822,"meta":1823,"navigation":1830,"path":616,"seo":1831,"stem":617,"__hash__":1832},"docs_en\u002Fen\u002F01.guides\u002F12.settings\u002F06.fields\u002F02.level-configurations.md",{"type":750,"value":751,"toc":1791},"minimark",[752,772,779,791,827,832,838,841,861,864,868,882,886,889,919,926,929,994,1001,1005,1013,1085,1088,1156,1163,1173,1177,1197,1201,1206,1240,1243,1247,1271,1274,1278,1285,1301,1304,1374,1377,1381,1389,1396,1399,1409,1413,1416,1421,1425,1607,1611,1615,1629,1633,1642,1646,1665,1669,1695,1699,1714,1718,1724,1728,1745,1749,1759,1767,1773,1781],[753,754,755,756,759,760,763,764,767,768,771],"p",{},"The ",[757,758,615],"strong",{}," page is where you decide which custom fields apply to each type of record in your business. It is used to attach ",[757,761,762],{},"Entity Fields"," to specific ",[757,765,766],{},"entity levels"," (Item, Item Group, Client, Booking, Organization) and to control the order in which those fields appear. This page is the bridge between the master list of fields you defined under ",[769,770,611],"a",{"href":612}," and the forms users actually fill in across Requiply.",[753,773,774,775,778],{},"You can find this page under ",[757,776,777],{},"Settings → Fields → Level configurations",".",[780,781,782,785,786,790],"warning",{},[757,783,784],{},"Admin only."," Access is gated by the ",[787,788,789],"code",{},"admin"," middleware, so non-admin users cannot reach this page.",[792,793,794,799],"figure",{},[795,796],"img",{"src":797,"alt":798},"\u002Fassets\u002Fsettings\u002Ffields\u002Flevels\u002Fboard.png","Level configurations on the Booking tab. Box 1 marks Add a field with the chips Notes, Company and VIP. Under it the Configured fields list holds four rows, each with a drag grip, up and down arrows, the position number, the field name and type: Event name (Text) and Event type (Select) with a red asterisk, Setup date (Date) and Insurance confirmed (Checkbox). Box 2 marks the Required column, switched on for Event name and Event type. Box 3 marks the next column: Shown at creation with a check mark for the two required fields, and Show at creation switches turned on for Setup date and Insurance confirmed. Each row ends with a pencil and a cross. The Preview on the right shows Event name *, Event type *, Setup date and Insurance confirmed as a form",[800,801,802],"figcaption",{},[753,803,804,807,808,811,812,815,816,811,819,822,823,778],{},[757,805,806],{},"1"," Add a field to the level. ",[757,809,810],{},"2"," ",[757,813,814],{},"Required",": the record cannot be saved without a value. ",[757,817,818],{},"3",[757,820,821],{},"Show at creation",": the field appears on the booking form, the mobile booking step and the quick client dialog. Required fields are always shown, so their row reads ",[824,825,826],"em",{},"Shown at creation",[828,829,831],"h2",{"id":830},"why-this-page-matters","Why this page matters",[753,833,834,835,837],{},"Requiply lets you define reusable custom fields once (under ",[769,836,611],{"href":612},") and then reuse them in different parts of the product. By itself, a field does nothing: it has to be assigned to a level to start showing up on records.",[753,839,840],{},"This page is where you make those assignments. For each entity level you choose:",[842,843,844,848,851],"ul",{},[845,846,847],"li",{},"Which fields the level has.",[845,849,850],{},"The order those fields appear in.",[845,852,853,854,857,858,778],{},"For clients and bookings: which fields are ",[757,855,856],{},"required"," and which are ",[757,859,860],{},"shown when a new record is created",[753,862,863],{},"Anywhere a record of that type is created or edited, for example when adding an item, creating a client or building a booking, the configured fields drive the form. Removing a field from a level removes it from that level's forms going forward.",[828,865,867],{"id":866},"who-can-use-this-page","Who can use this page",[842,869,870,879],{},[845,871,872,875,876,878],{},[757,873,874],{},"Admins only."," The page uses the ",[787,877,789],{}," middleware and is intended for users responsible for organization-wide settings.",[845,880,881],{},"Non-admin staff cannot open this page or change which fields are attached to entity levels, or which are required.",[828,883,885],{"id":884},"what-youll-see","What you'll see",[753,887,888],{},"The page has five tabs, one for each entity level:",[842,890,891,897,903,909,914],{},[845,892,893,896],{},[757,894,895],{},"Item"," (box icon)",[845,898,899,902],{},[757,900,901],{},"Item Group"," (boxes icon)",[845,904,905,908],{},[757,906,907],{},"Client"," (user icon)",[845,910,911,913],{},[757,912,42],{}," (calendar icon)",[845,915,916,918],{},[757,917,732],{}," (building icon)",[753,920,921,922,925],{},"Switching tabs updates the URL with a ",[787,923,924],{},"?tab="," query, so the selection is kept when the page is refreshed or shared. While a tab loads, the list and the preview show placeholder rows.",[753,927,928],{},"Each tab has three parts:",[842,930,931,953,984],{},[845,932,933,936,937,940,941,944,945,948,949,952],{},[757,934,935],{},"Add a field",": one chip with a ",[757,938,939],{},"+"," for every entity field that is not yet on this level. Click a chip to add the field to the end of the list. When every field is already used the area reads ",[824,942,943],{},"Every field is configured for this level.",", and when no field may be used on this level it reads ",[824,946,947],{},"There are no fields allowed at this level yet."," with a ",[757,950,951],{},"Create a field"," link.",[845,954,955,958,959,962,963,966,967,971,972,974,975,977,978,980,981,983],{},[757,956,957],{},"Configured fields",": the fields of this level in the order users see them, with a counter in the header. Each row shows a drag grip, up and down arrows, the position number, the field name (with a red ",[757,960,961],{},"*"," when it is required), its type, and a ",[757,964,965],{},"System"," tag for fields provided by Requiply (see ",[769,968,970],{"href":969},"\u002Fen\u002Fguides\u002Fsettings\u002Ffields\u002Fentity-fields#system-fields","System fields","). On the ",[757,973,907],{}," and ",[757,976,42],{}," tabs every row also has a ",[757,979,814],{}," switch and a ",[757,982,821],{}," switch. The row ends with a pencil, which opens the field's level settings, and a cross, which removes the field from the level.",[845,985,986,989,990,993],{},[757,987,988],{},"Preview",": a working copy of the level's form built from the configured fields in their current order, with required fields marked. Dropdowns open and values can be picked, but nothing entered there is stored. An ",[757,991,992],{},"Open"," button in the preview header opens the matching list page in a new tab; the Organization tab has no page to open.",[753,995,996,997,1000],{},"A ",[757,998,999],{},"Save"," button sits in the bottom-right of the card. It is disabled until something changes, and the page is blocked with an overlay while the changes are saved.",[828,1002,1004],{"id":1003},"required-and-shown-at-creation","Required and shown at creation",[753,1006,1007,1008,974,1010,1012],{},"On the ",[757,1009,907],{},[757,1011,42],{}," tabs two switches decide how a field behaves when a new client or booking is created.",[1014,1015,1016,1029],"table",{},[1017,1018,1019],"thead",{},[1020,1021,1022,1026],"tr",{},[1023,1024,1025],"th",{},"Switch",[1023,1027,1028],{},"What it does",[1030,1031,1032,1057],"tbody",{},[1020,1033,1034,1039],{},[1035,1036,1037],"td",{},[757,1038,814],{},[1035,1040,1041,1044,1045,1047,1048,1050,1051,1053,1054,1056],{},[824,1042,1043],{},"The record cannot be saved without a value."," A required field is marked with ",[757,1046,961],{}," on every form of that level, and saving is refused until it is filled in. Turning ",[757,1049,814],{}," on also turns ",[757,1052,821],{}," on: the row then reads ",[757,1055,826],{}," with a check mark, because a required field must be offered when the record is created.",[1020,1058,1059,1063],{},[1035,1060,1061],{},[757,1062,821],{},[1035,1064,1065,1066,1069,1070,1073,1074,1077,1078,1080,1081,1084],{},"Shows an optional field on the short creation forms as well: the ",[757,1067,1068],{},"Booking details"," section of ",[769,1071,59],{"href":1072},"\u002Fen\u002Fguides\u002Fbookings\u002Fadd-booking\u002Fclient-and-details#filling-in-booking-details",", the ",[757,1075,1076],{},"Details"," step of the mobile booking wizard, and the ",[757,1079,1076],{}," part of the quick ",[757,1082,1083],{},"Create client"," dialog. Fields with this switch off are still on the full client add and edit pages and on the booking page, just not on the short forms.",[753,1086,1087],{},"Where the rules apply:",[1014,1089,1090,1106],{},[1017,1091,1092],{},[1020,1093,1094,1097,1100,1103],{},[1023,1095,1096],{},"Level",[1023,1098,1099],{},"Short creation forms (fields shown at creation)",[1023,1101,1102],{},"Full forms (every configured field)",[1023,1104,1105],{},"Required check",[1030,1107,1108,1131],{},[1020,1109,1110,1114,1122,1128],{},[1035,1111,1112],{},[757,1113,42],{},[1035,1115,1116,1118,1119,1121],{},[757,1117,1068],{}," on Add booking; the ",[757,1120,1076],{}," step in the mobile app",[1035,1123,1124,1125],{},"The booking's custom fields on the booking page and ",[757,1126,1127],{},"Edit custom fields",[1035,1129,1130],{},"Creating a booking, on the web and in the mobile app, and saving the booking's custom fields",[1020,1132,1133,1137,1145,1149],{},[1035,1134,1135],{},[757,1136,907],{},[1035,1138,1139,1141,1142,1144],{},[757,1140,1076],{}," in the quick ",[757,1143,1083],{}," dialog (opened from Add booking and other pickers), the client form opened from the mobile booking wizard",[1035,1146,1147],{},[769,1148,225],{"href":226},[1035,1150,1151,1152],{},"Saving a client anywhere, and picking an existing client on Add booking, see ",[769,1153,1155],{"href":1154},"\u002Fen\u002Fguides\u002Fbookings\u002Fadd-booking\u002Fclient-and-details#clients-missing-required-details","Clients missing required details",[1157,1158,1159,1162],"note",{},[757,1160,1161],{},"Item, Item Group and Organization fields have no switches."," No creation form enforces them, so these tabs only control which fields a level has and their order.",[780,1164,1165,1168,1169,1172],{},[757,1166,1167],{},"Bookings from outside the team are not checked yet."," Required booking fields are enforced when staff create a booking in the web or mobile app. Bookings made on the ",[769,1170,1171],{"href":331},"client portal",", through the public API or by an AI assistant are saved without them, so fill those fields in on the booking page afterwards.",[828,1174,1176],{"id":1175},"empty-state","Empty state",[842,1178,1179,1185,1191],{},[845,1180,1181,1182,1184],{},"If you have not created any entity fields yet, there is nothing to add. Go to ",[769,1183,611],{"href":612}," and create fields first.",[845,1186,1187,1188,1190],{},"If every field is already configured for the level, the ",[757,1189,935],{}," area says so.",[845,1192,1193,1194],{},"If no fields are configured yet for the level, the list shows ",[824,1195,1196],{},"Add a field from the list. Records of this level will get the fields in this order.",[828,1198,1200],{"id":1199},"main-actions","Main actions",[1202,1203,1205],"h3",{"id":1204},"adding-fields-to-a-level","Adding fields to a level",[1207,1208,1209,1212,1220,1227,1235],"ol",{},[845,1210,1211],{},"Open the tab for the level you want to configure (Item, Item Group, Client, Booking, or Organization).",[845,1213,1214,1215,1217,1218,778],{},"Under ",[757,1216,935],{},", click the chip of the field. It is added to the end of ",[757,1219,957],{},[845,1221,1222,1223,778],{},"Move it to the position you want, see ",[769,1224,1226],{"href":1225},"#reordering-fields","Reordering fields",[845,1228,1229,1230,1232,1233,778],{},"On the Client and Booking tabs, decide whether it is ",[757,1231,814],{}," or should ",[757,1234,821],{},[845,1236,1237,1238,778],{},"Click ",[757,1239,999],{},[753,1241,1242],{},"When you save, Requiply creates a field configuration for each newly added field, with the entity level set to the current tab.",[1202,1244,1246],{"id":1245},"making-a-field-required-or-shown-at-creation","Making a field required or shown at creation",[1207,1248,1249,1258,1267],{},[845,1250,1251,1252,1254,1255,1257],{},"Open the ",[757,1253,907],{}," or ",[757,1256,42],{}," tab.",[845,1259,1260,1261,1263,1264,1266],{},"In the field's row, turn ",[757,1262,814],{}," on to make it mandatory, or turn ",[757,1265,821],{}," on to offer an optional field on the short creation forms.",[845,1268,1237,1269,778],{},[757,1270,999],{},[753,1272,1273],{},"The same two switches are on the field's edit page (the pencil), next to its other level settings.",[1202,1275,1277],{"id":1276},"editing-a-fields-level-configuration","Editing a field's level configuration",[753,1279,1280,1281,1284],{},"Click the ",[757,1282,1283],{},"pencil"," on a row to open the field's level configuration page.",[792,1286,1287,1291],{},[795,1288],{"src":1289,"alt":1290},"\u002Fassets\u002Fsettings\u002Ffields\u002Flevels\u002Ffield-level-edit.png","Edit Field Configuration for Setup date, a Date field on the Booking level. Under the read-only Field Name, Field Type and Entity Level sit three switches: Available for table view (off), then a highlighted pair, Required (off) and Show at creation (on), each with a help icon. Default Value is a date picker. A Preview card on the right shows the Setup date input with Timezone: Europe\u002FLondon",[800,1292,1293],{},[753,1294,1295,1296,974,1298,1300],{},"The per-field page has the same ",[757,1297,814],{},[757,1299,821],{}," switches as the board, for Client and Booking fields.",[753,1302,1303],{},"On the edit page you can adjust:",[842,1305,1306,1315,1321,1352,1365],{},[845,1307,1308,1310,1311,1314],{},[757,1309,171],{}," the field applies to (Item and Item Group only). A field limited to a category also applies to every subcategory under it. The list shows each category with its full path, for example ",[824,1312,1313],{},"Audio Equipment › Microphones",". If no categories are selected, the field applies to all entities on this level, including uncategorized items.",[845,1316,1317,1320],{},[757,1318,1319],{},"Available for table view",": whether the field can be picked as a column in table and list views.",[845,1322,1323,1326,1327,1330,1331,1330,1334,1330,1337,974,1340,1343,1344,1347,1348,778],{},[757,1324,1325],{},"Filter on the booking page and website"," (Item Group only, for ",[757,1328,1329],{},"Text",", ",[757,1332,1333],{},"Number",[757,1335,1336],{},"Select",[757,1338,1339],{},"Multi-select",[757,1341,1342],{},"Checkbox"," fields): ",[824,1345,1346],{},"Customers can filter products by this property on your booking page and website, and its value shows in the product details. Fields without this stay internal."," This turns the field into a product specification. See ",[769,1349,1351],{"href":1350},"\u002Fen\u002Fguides\u002Fsettings\u002Finventory#product-specifications-and-filters","Product specifications and filters",[845,1353,1354,974,1356,1358,1359,1361,1362,1364],{},[757,1355,814],{},[757,1357,821],{}," (Client and Booking only): the same rules as the switches on the board. With ",[757,1360,814],{}," on, ",[757,1363,821],{}," is switched on and locked.",[845,1366,1367,1370,1371],{},[757,1368,1369],{},"Default value"," for the field on this level. System fields that must be filled per record (such as the legal-party code) have no default value, and any value you type into a system field is validated, for example ",[824,1372,1373],{},"\"Enter an 8-digit EDRPOU code or a 10-digit RNOKPP (IPN).\"",[753,1375,1376],{},"The page also shows the field name, field type and entity level for reference, plus a preview of the field.",[1202,1378,1380],{"id":1379},"removing-fields-from-a-level","Removing fields from a level",[753,1382,1280,1383,1386,1387,778],{},[757,1384,1385],{},"cross"," at the end of the field's row, then click ",[757,1388,999],{},[753,1390,1391,1392,1395],{},"Removing a field from a level ",[757,1393,1394],{},"deactivates"," its level configuration rather than deleting it: the field stops appearing on that level's forms and tables, but its categories, default value, and every value already entered on records are kept. Add the field back later and everything is restored. The underlying entity field itself is never touched, it stays available on other levels.",[1202,1397,1226],{"id":1398},"reordering-fields",[753,1400,1401,1402,1405,1406,1408],{},"Drag a row by its grip, or use the up and down arrows. While you drag, a dashed placeholder shows where the row will land. Press ",[757,1403,1404],{},"Escape"," to cancel a drag. The order defines how fields are displayed on the forms of that level. Click ",[757,1407,999],{}," to keep the new order.",[828,1410,1412],{"id":1411},"forms-and-fields","Forms and fields",[753,1414,1415],{},"There are no form fields on this page itself: the editing happens on the board and on the per-field edit page.",[753,1417,1418,1419,778],{},"The fields you see in either column come from the organization's entity fields list. For details on creating, editing, or deleting those master fields, see ",[769,1420,611],{"href":612},[828,1422,1424],{"id":1423},"how-this-page-connects-to-the-rest-of-requiply","How this page connects to the rest of Requiply",[1014,1426,1427,1437],{},[1017,1428,1429],{},[1020,1430,1431,1434],{},[1023,1432,1433],{},"Feature",[1023,1435,1436],{},"How this page affects it",[1030,1438,1439,1448,1458,1468,1480,1495,1510,1536,1551,1565,1574,1597],{},[1020,1440,1441,1445],{},[1035,1442,1443],{},[757,1444,762],{},[1035,1446,1447],{},"This page is the consumer of every field defined there. A field has no effect until it's configured on at least one level.",[1020,1449,1450,1455],{},[1035,1451,1452],{},[757,1453,1454],{},"Items",[1035,1456,1457],{},"Fields configured under the Item tab appear on item creation and edit forms.",[1020,1459,1460,1465],{},[1035,1461,1462],{},[757,1463,1464],{},"Item Groups",[1035,1466,1467],{},"Fields configured under the Item Group tab appear on item group records.",[1020,1469,1470,1474],{},[1035,1471,1472],{},[757,1473,210],{},[1035,1475,1476,1477,1479],{},"Fields configured under the Client tab appear on client profiles. Required ones are checked whenever a client is saved, and fields shown at creation appear in the quick ",[757,1478,1083],{}," dialog.",[1020,1481,1482,1486],{},[1035,1483,1484],{},[757,1485,576],{},[1035,1487,1488,1489,1491,1492,1494],{},"Fields configured under the Booking tab appear on the booking page. Fields shown at creation, and every required one, also appear in ",[757,1490,1068],{}," on ",[769,1493,59],{"href":1072}," and in the mobile booking wizard.",[1020,1496,1497,1501],{},[1035,1498,1499],{},[757,1500,732],{},[1035,1502,1503,1504,1491,1507,1509],{},"Fields configured under the Organization tab appear as ",[757,1505,1506],{},"Additional fields",[769,1508,465],{"href":466},". Unlike the other levels there is one record per workspace, so these fields describe the business itself — VAT number, registration code, legal address.",[1020,1511,1512,1517],{},[1035,1513,1514],{},[757,1515,1516],{},"Email & export templates",[1035,1518,1519,1520,1330,1523,1330,1526,1529,1530,974,1533,778],{},"Fields configured on the Client, Booking, or Organization level are also available as template variables (",[787,1521,1522],{},"{{clientField_…}}",[787,1524,1525],{},"{{bookingField_…}}",[787,1527,1528],{},"{{organizationField_…}}",") in ",[769,1531,1532],{"href":397},"email templates",[769,1534,1535],{"href":418},"export templates",[1020,1537,1538,1543],{},[1035,1539,1540],{},[757,1541,1542],{},"Table & list views",[1035,1544,1545,1546,1548,1549,778],{},"Whether a configured field can be chosen as a column on lists is controlled per level via the field's edit page (",[787,1547,1319],{},"); the columns themselves are then arranged on ",[769,1550,620],{"href":621},[1020,1552,1553,1559],{},[1035,1554,1555],{},[769,1556,1557],{"href":626},[757,1558,625],{},[1035,1560,1561,1562,1564],{},"Every field configured here appears on the level's detail page, visible by default, and can be reordered among the built-in rows. The ",[757,1563,1319],{}," toggle does not apply — it gates table columns only.",[1020,1566,1567,1571],{},[1035,1568,1569],{},[757,1570,171],{},[1035,1572,1573],{},"Each level configuration can be scoped to specific categories via the edit page, and a category includes its subcategories. With no categories selected, the field applies to every entity on the level, including uncategorized ones.",[1020,1575,1576,1584],{},[1035,1577,1578,1583],{},[769,1579,1581],{"href":1580},"\u002Fen\u002Fguides\u002Fonline-booking\u002Fbooking-flow#_2-choosing-items",[757,1582,335],{}," and your website",[1035,1585,1586,1587,1589,1590,1593,1594,778],{},"Item Group fields with ",[757,1588,1325],{}," on become filters beside the catalog and a ",[757,1591,1592],{},"Specifications"," list on the product page. See ",[769,1595,1596],{"href":1350},"Inventory settings",[1020,1598,1599,1604],{},[1035,1600,1601],{},[757,1602,1603],{},"Table-level configurations",[1035,1605,1606],{},"Lives alongside this page under Settings → Fields and governs which configured fields actually show as columns in tables.",[828,1608,1610],{"id":1609},"common-scenarios","Common scenarios",[1202,1612,1614],{"id":1613},"rolling-out-a-new-custom-field","Rolling out a new custom field",[753,1616,1617,1618,1620,1621,1623,1624,1626,1627,778],{},"You added a new field under ",[757,1619,611],{}," (for example \"Loyalty Tier\" for clients). Open this page, switch to the ",[757,1622,907],{}," tab, click the field's chip under ",[757,1625,935],{},", drag it to the position you want it to appear in client forms, and click ",[757,1628,999],{},[1202,1630,1632],{"id":1631},"reorganizing-a-forms-layout","Reorganizing a form's layout",[753,1634,1635,1636,1638,1639,1641],{},"A team complains that important client info is at the bottom of the client form. Open the ",[757,1637,907],{}," tab and drag those fields higher in ",[757,1640,957],{},", then save. The new order takes effect immediately for client forms.",[1202,1643,1645],{"id":1644},"restricting-a-field-to-specific-categories","Restricting a field to specific categories",[753,1647,1648,1649,1652,1653,1655,1656,1658,1659,1661,1662,1664],{},"You only want a \"Serial Number\" field to appear on items in the ",[824,1650,1651],{},"Equipment"," category, not on every item. Configure the field on the ",[757,1654,895],{}," level, then click the pencil icon and set its ",[757,1657,171],{}," to ",[824,1660,1651],{}," on the edit page. Items in subcategories of ",[824,1663,1651],{}," get the field too.",[1202,1666,1668],{"id":1667},"every-booking-must-name-the-event","Every booking must name the event",[753,1670,1671,1672,974,1675,1678,1679,1681,1682,1684,1685,1687,1688,1691,1692,1694],{},"Event companies often need the event name and type on every booking. Add ",[757,1673,1674],{},"Event name",[757,1676,1677],{},"Event type"," on the ",[757,1680,42],{}," tab and turn ",[757,1683,814],{}," on for both. Add booking now shows them under ",[757,1686,1068],{}," with an asterisk, and ",[757,1689,1690],{},"Create booking"," stays disabled until they are filled in. The mobile app asks for them in its ",[757,1693,1076],{}," step.",[1202,1696,1698],{"id":1697},"asking-for-a-company-name-only-when-a-client-is-created","Asking for a company name only when a client is created",[753,1700,1701,1702,1704,1705,1678,1708,1710,1711,1713],{},"Turn ",[757,1703,814],{}," on for ",[757,1706,1707],{},"Company",[757,1709,907],{}," tab. The quick ",[757,1712,1083],{}," dialog asks for it, and when staff pick an existing client without a company on Add booking, Requiply asks them to complete it before the client can be used.",[1202,1715,1717],{"id":1716},"cleaning-up-unused-fields","Cleaning up unused fields",[753,1719,1720,1721,1723],{},"A field is no longer relevant for bookings. Open the ",[757,1722,42],{}," tab, click the cross on its row, and save. The field stops appearing on booking forms, but the values already entered on past bookings are kept and reappear if you ever add the field back.",[1202,1725,1727],{"id":1726},"capturing-clients-legal-codes-for-e-signing","Capturing clients' legal codes for e-signing",[753,1729,1251,1730,1732,1733,1736,1737,1739,1740,1744],{},[757,1731,907],{}," tab and add the system field ",[757,1734,1735],{},"ЄДРПОУ \u002F РНОКПП (ІПН)"," from ",[757,1738,935],{},". Staff can then record each client's code on the client form, and the ",[769,1741,1743],{"href":1742},"\u002Fen\u002Fguides\u002Fbookings\u002Fpayments-and-documents\u002Fdocuments#sending-a-document-for-signing","Send for signing"," dialog prefills it automatically.",[828,1746,1748],{"id":1747},"tips-and-cautions","Tips and cautions",[1750,1751,1752,1755,1756,1758],"tip",{},[757,1753,1754],{},"Tip:"," Set up entity fields first under ",[769,1757,611],{"href":612},", then use this page to decide where each one is used. Keeping the master list lean makes level configuration faster.",[1750,1760,1761,1763,1764,1766],{},[757,1762,1754],{}," Use the order in ",[757,1765,957],{}," intentionally: it is the order users will see when filling in records, so put the most important fields near the top.",[1157,1768,1769,1772],{},[757,1770,1771],{},"Removing is reversible."," Taking a field off a level hides it but keeps its configuration and the values already stored on records. Re-adding the field brings both back — nothing needs to be set up again.",[1750,1774,1775,1777,1778,1780],{},[757,1776,1754],{}," Keep required fields few. Every required field is one more thing staff must fill in before they can save a booking; use ",[757,1779,821],{}," for fields that are useful but not essential.",[780,1782,1783,1786,1787,1790],{},[757,1784,1785],{},"Heads up:"," Because the same Entity Field can be configured on multiple levels, changes made through this page only affect the ",[757,1788,1789],{},"current tab's"," level. Switch tabs to manage other levels.",{"title":1792,"searchDepth":1793,"depth":1793,"links":1794},"",2,[1795,1796,1797,1798,1799,1800,1808,1809,1810,1819],{"id":830,"depth":1793,"text":831},{"id":866,"depth":1793,"text":867},{"id":884,"depth":1793,"text":885},{"id":1003,"depth":1793,"text":1004},{"id":1175,"depth":1793,"text":1176},{"id":1199,"depth":1793,"text":1200,"children":1801},[1802,1804,1805,1806,1807],{"id":1204,"depth":1803,"text":1205},3,{"id":1245,"depth":1803,"text":1246},{"id":1276,"depth":1803,"text":1277},{"id":1379,"depth":1803,"text":1380},{"id":1398,"depth":1803,"text":1226},{"id":1411,"depth":1793,"text":1412},{"id":1423,"depth":1793,"text":1424},{"id":1609,"depth":1793,"text":1610,"children":1811},[1812,1813,1814,1815,1816,1817,1818],{"id":1613,"depth":1803,"text":1614},{"id":1631,"depth":1803,"text":1632},{"id":1644,"depth":1803,"text":1645},{"id":1667,"depth":1803,"text":1668},{"id":1697,"depth":1803,"text":1698},{"id":1716,"depth":1803,"text":1717},{"id":1726,"depth":1803,"text":1727},{"id":1747,"depth":1793,"text":1748},"Decide which custom fields apply to items, item groups, clients, bookings or the organization, their order on forms, and which client and booking fields are required or shown when a new client or booking is created.","md",null,{"gitbook":1824,"aliases":1828},{"source":1825,"icon":1826,"url":1827},"settings\u002Ffields\u002Flevel-configurations.md","sliders","https:\u002F\u002Frequiply.gitbook.io\u002Frequiply-docs\u002Fknowledge\u002Fsettings\u002Ffields\u002Flevel-configurations",[1829],"\u002Fknowledge\u002Fsettings\u002Ffields\u002Flevel-configurations",{"title":615,"icon":618},{"title":615,"description":1820},"inVCYENB3Hhwe0v_ZJasPoV4mG9VjDuyKTegHQwCS5k",[1834,1836],{"title":611,"path":612,"stem":613,"description":1835,"icon":605,"children":-1},"Create custom fields to capture data Requiply does not store by default, such as a driver's license number on a client or a serial number on an item.",{"title":620,"path":621,"stem":622,"description":1837,"icon":623,"children":-1},"Choose which columns appear, and in what order, in the item, client, and booking tables everyone in your organization sees.",1792586004030]