Customizing Data Fields

Here is a dedicaged place to view and edit all default and custom data fields for your guest profiles.

Every event collects different information. A gala dinner might need meal preferences (chicken, fish, vegan). A conference might need company name and job title. A fundraiser might need donation amount and a press conference might need influencer details.

Custom data fields let you collect exactly what you need, nothing more.

Note: Custom data fields can only be configured when accessing app.checkinpax.com in your web browser on your laptop or computer.

How to add a custom field:

  1. Go into your event and click Data Fields in the left side bar.
  2. Click Create Field on top. The dats field will appear at the bottom of the list. Tip: Before adding a new field, check first if this field does not exist yet as a default data field.
  3. Give it a unique name.
  4. Choose a field type:
    Tip: Always select the text field for most flexibility and to collect data easily.
    • Text – Short answer (e.g., "Dietary restrictions")
    • Email – Requires a correct email address (e.g., "name@domain.com")
    • Number – For quantities or donation amounts, only accepts digits.
  5. Click Save.

How to edit or delete a custom field:

  • Click into a field name or select from the dropdown to Edit.
  • Click the Delete icon to remove a field entirely.
  • Use the Action slider to activate or deactivate a field. Deactivated fields will not be used for your event at all and you won't see them in the Check-in App, guest lists or RSVP forms.
  • Drag and drop data fields to change the position. This allows you to show specific fileds first in list views, reports and in the Check-in App.
  • Click the eye symbol to hide or show data fields from the list view in the Check-in App.

Tip: Click Check-in App Preview on top to see the guest list view on iPads and mobile phones. All data fields that are visible (eye symbol on) show up in the list.

Important: Deleting a field also deletes all data that guests have already entered for that field. Be careful.

Where data fields appear:

  • In the Add/Edit Guest forms
  • In Guest Profiles
  • On all your Guest lists (if marked as visible)
  • On RSVP forms (if you choose to show them)
  • As dynamic email placeholders (if you create emails)
  • As dynamic name badge placeholders (if you create name badges)
  • On Exported reports

Video: [A video will be added here showing how to create, edit, and manage custom data fields.]