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How do I add a Custom Field to Customers?


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


Tap Edit 

In the CUSTOMER FIELDS section, then tap + Add Custom Field


Complete the following fields:

FieldDescription
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
Default 
Enter a value that you would like this Field to be pre-filled with or leave this section blank
History
Select this checkbox to record all changes made to the value entered in this Field
Visible
Select this checkbox for this Field to be visible to the Customer (Not applicable to all Model Types)
Editable
Select this checkbox for this Field to be editable by the Customer (Not applicable to all Model Types)
Model TypeThis is the object that the Custom Field relates to. 
It will be pre-selected to Customer, but can be changed
Data TypeSelect the data type for the field from the following options:
- Text
- Long Text
- Multiple
- Yes/No
- Number
- Date
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

Tap Save


The New Custom Field will appear in the following areas:

Customer Information


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