Custom client fields

You can configure custom client fields on your client profiles to record important information about your client base that is not covered by the default fields. Custom fields with checkbox, dropdown menu, and radio field types can also be used to filter your client list and client reports to view a specific group of clients. For example, if you have a custom field that allows clients to select how they heard about your business, you can filter your client list for clients who heard about your business through Facebook and create an automated marketing campaign targeted specifically to those clients.

When you add a custom client field, you must include the following information:

  • A Field Name.
  • A privacy setting that determines whether the field can be seen by staff only (Private) or also by clients (Public). If the field is public, you can also determine whether it is a required field. Selecting Required will require clients to fill the field when they are creating or modifying their profile. After the field is created, you can also set it to be required when staff members create or modify a client profile. See Customizing the client profile fields for more information.

You will also have to select a field type when you’re adding a custom client field. The field type you select will determine how the field is configured, whether a default value is required, and whether the field is filterable. See the Field types section below to learn more about each field type.

To learn how to add, modify, and remove custom client fields, see Managing custom client fields.

To learn how to customize all fields on the client profile page, including default fields, see Customizing the client profile fields.

Field types

The following table describes the different types of custom fields that can be configured for the client profile.

Field typeDescription
CheckboxA filterable field that can be checked or unchecked.

You must select a default value of checked or unchecked.

Example: A checkbox field with the field name “VIP” can be used to indicate preferred clients.

Dropdown MenuA filterable field where a selection is made from a list of options in a dropdown menu.

Enter each option you want to add to the dropdown menu in a Menu Item box. Click the Add and Delete buttons to add or delete options.

You must select a default value. If you do not want to choose one of the options you have created as a default value, you can select the “Please select” value. If you delete an option later, clients who had selected that option will have their selection changed to the default value.

Example: A dropdown menu with the field name "How did you hear about us?" configured with the following options: Facebook, Google, Twitter, and Referral. “Please select” is selected as the default value.

RadioA filterable field where a selection is made from a list of options. Only one option can be selected.

Enter each option you want to add in a Menu Item box. Click the Add and Delete buttons to add or delete options.

You must select a default value. If you do not want to choose one of the options you have created as a default value, you can select the “Please select” value. If you delete an option later, clients who had selected that option will have their selection changed to the default value.

Example: A list with the field name "Preferred Contact Method" configured with the following options: Email, Home phone, and Mobile Phone. “Email” is selected as the default value.

TextA box that can be used to enter information. Since the information can be in any format, text fields cannot be used to filter your client list or reports. This flexibility allows for more complex notes and values to be entered.

Example: A box with the field name "Do you have any health concerns?" can be used to list important medical information about a client.

For example, a text box labelled "Do you have any health concerns?" can be used to list important medical information about a client.

Was this article helpful?
(41 out of 41 people found this article helpful)
Still need help? Contact us
Cancel