🧩 Custom Fields for Courses and Occurrences

🧩 Custom Fields for Courses and Occurrences

You can now create custom fields for Courses and Occurrences.

This gives you more flexibility to store extra information directly on a course or a specific course date.

You can manage these fields from Settings β†’ Fields, just like custom fields for Contacts, Registrations, and Organisations.


What’s new

πŸ“š Custom fields for Courses

You can now create custom fields for Courses from:

Settings β†’ Fields β†’ Courses

These fields appear in the course editor, in the Advanced Settings area.

You can use course fields to store extra information that belongs to the course itself, such as:

  • CPD points
  • Internal course reference
  • Special directions
  • Link to map
  • Required equipment
  • Internal delivery notes

This helps keep course-specific information in one clear place.


πŸ“… Custom fields for Occurrences

You can also create custom fields for Occurrences from:

Settings β†’ Fields β†’ Occurrences

These fields appear in the occurrence editor.

You can use occurrence fields to store information that belongs to a specific course date, such as:

  • Session budget
  • Admin contact details
  • Parking directions
  • Minimum exam score
  • Minimum places needed
  • Caterer information
  • Room setup notes

This is useful when each course date may have its own details or requirements.


πŸ“€ Included in course date exports

Custom Course and Occurrence fields are included when exporting course dates from the Date List View.

This means you can add custom information to courses and occurrences, then review it in your exported spreadsheet.

To export course dates:

  1. Go to Courses
  2. Switch to Date List View
  3. Choose Upcoming Dates or Past Dates
  4. Apply filters if needed
  5. Click Export

The exported file will include the relevant custom field values.


Why this matters

Custom fields make it easier to store the extra details your team needs to manage courses and course dates.

Instead of keeping this information in separate notes, spreadsheets, or internal messages, you can save it directly where it belongs:

  • Course-level information on the Course
  • Date-specific information on the Occurrence

This makes the information easier to find, update, and export.


Good to know

More uses are planned

This is the first version of Course and Occurrence custom fields.

In the future, these fields may also be used in places such as email templates, certificates, and other mail merge areas.


Where to find it

To create Course fields:

Settings β†’ Fields β†’ Courses

To create Occurrence fields:

Settings β†’ Fields β†’ Occurrences

To update values:

  • Open a course and go to Advanced Settings
  • Open an occurrence and update the custom fields in the occurrence editor