Managing custom client fields

You can configure custom client fields to keep track of important information about your client base.

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

In this article:

To add a custom client field:

1. Click the App Drawer button .
2. In the App Drawer, click View All.
3. In the list, click Setup. You can filter the list by entering Setup into the Search field.
4. On the Setup menu, click Clients.
5. On the Clients menu, click Client Profile Fields.
6. Click Add Custom Field. The Add new field page is displayed.
7. Under FIELD DETAILS:
   1. Under Field type, select the type of client field. Your options are Checkbox, Dropdown, Radio, and Text. For more information on the options available, see Custom client fields.
   2. Under Field name, enter the name of the new client field.
   3. Configure the field based on your field type selection.
8. Under SETTINGS, configure the privacy settings for the field and choose whether the field is mandatory:
   • Set the Visible to clients option to ON to make the custom field viewable by clients.
     • When this option is set to ON, the Required by clients option, the Display on sign-up option, and the Display during booking/purchase option become available. For more information, see Custom client fields.
   • Set the Required by staff option to ON to make the field a required field when staff members create or modify a client profile.
9. Click Save. The field is created and added to the bottom of the page.
   • To change the order in which the field is displayed in client profiles, click the Move icon  in the first column and drag the field up or down in the list. Your changes are saved automatically.

To modify a custom client field:

1. Click the App Drawer button .
2. In the App Drawer, click View All.
3. In the list, click Setup. You can filter the list by entering Setup into the Search field.
4. On the Setup menu, click Clients.
5. On the Clients menu, click Client Profile Fields.
6. Find the custom client field that you want to modify, click the Action button and select Edit field.
7. On the Edit Field page, update the field as required. For details on the options available, see Custom client fields.
8. Click Save. The field is updated.

To remove a custom client field:

1. Click the App Drawer button .
2. In the App Drawer, click View All.
3. In the list, click Setup. You can filter the list by entering Setup into the Search field.
4. On the Setup menu, click Clients.
5. On the Clients menu, click Client Profile Fields.
6. Find the custom client field that you want to delete, click the Action button   and select Remove.
7. In the confirmation popup, click Delete. The field is removed.