Custom contact fields

This is the most important step in the Setmore setup. Setmore captures a customer’s name, email, and phone — but not their vehicle. TracsConnect needs the vehicle so each appointment lands on the right work order. You add the vehicle questions yourself, as custom fields on your Setmore booking page.

The fields you need to add

| Field name in Setmore | What customer types | Required? | |---|---|---| | Vehicle Year | 2018 | Yes | | Vehicle Make | Toyota | Yes | | Vehicle Model | Camry | Yes | | VIN | 17-character VIN | Recommended | | License Plate | Plate number | Optional |

The first three are required. VIN is strongly recommended — when it’s filled in, TracsConnect can confirm it matched the right vehicle. License Plate is nice to have.

Tip

Use consistent labels. TracsConnect recognizes these labels case-insensitively, but matching the table keeps setup simple and makes support easier if anything needs review.

Step by step: add a custom field in Setmore

This part happens in Setmore.

1. Open Setmore. Go to Settings → Booking Page → Custom Fields.

2. Click Add field.

3. Type the field name as it appears in the table above.

4. Choose Text as the field type.

5. Mark the field as Required (for Vehicle Year, Make, and Model). Leave VIN and License Plate unchecked.

6. Click Save.

7. Repeat for each remaining field.

Verify your fields are working

Open your customer-facing booking page. The new fields should appear after name/email/phone.

If your shop already uses different field names

If you’ve already collected vehicle info under different field names (like Year instead of Vehicle Year), you have two options:

• Easiest: rename your Setmore fields to match the table above.
• If you can’t rename: TracsConnect lets you map your existing field names during connection setup. See Step 4 on the Connect to TracsConnect page.

What happens if a customer skips a required field

Setmore won’t let them. Required fields block the appointment from being created until they’re filled in.

What happens if you skip this whole step

Appointments can still sync into TracsConnect, but they’ll come in with no vehicle attached. Someone on your team will have to look up or add the vehicle by hand before the appointment is useful for shop workflow. For a busy shop, this gets old fast.