Custom Fields: How do I add a Custom Field to Customers?

To add a Custom Field to Customers, tap Manage, then tap Custom Fields 

Tap the green + icon

Complete the fields in the New Custom Field box:

NameEnter the label for the Custom Field
CodeEnter an internal code, which will appear in two places: 
- on a CSV file when this data is exported 
- in an email template 
Please enter a code with no spaces and one which is unique amongst the Custom Fields in your accounts
Object TypeThis is the object that the Custom Field relates to

To add a Custom Field to Customers, select Customer

Data TypeSelect the data type for the field from the following options:
- Text
- Long Text
- Yes/No 
- Multiple Values
- Number
- Date
HistorySlide the enable button to the right to record all changes made to the value entered in this Field
Customer VisibleSlide the enable button to the right for this Field to be visible to the Customer (Not applicable to all Model Types)
Customer EditableSlide the enable button to the right for this Field to be editable by the Customer (Not applicable to all Model Types)
Default  Enter a value that you would like this Field to be pre-filled with or leave this section blank
Multi ValuesIf you have selected 'Multiple' in the Data Type, enter the value selections in the Values Field.  These values need to be entered in a list, one beneath the other


The New Custom Field will appear in the following areas:

Customers > INFO tab

See How do I edit a Customer? to add data to your Customer Custom Field

Online Booking

When creating an Online Booking, the Custom Field will appear in the 'Your Details' section of the process:

Please note: in order for the Custom Field to appear during Online Booking, it must be:

  • set to Customer Visible AND
  • selected in your Customer Registration Fields settings

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