Custom Fields

If you have specific custom information that you would like to store about your clients, you can use Custom Fields to setup these fields to appear on their profile.

For instance, a fitness studio may want to record specific training goals for a client, or you may want to keep a record of emergency contacts for a client etc.

Adding and Editing Custom Fields

  1. Browse to the Custom Clients screen under the Settings menu.
  2. Click New on the action bar, or select an item to edit.
  3. Set a user-friendly Caption for this field, such as Weight.
  4. Enter a Category if necessary.
  5. Select the Type of data to be stored in this field. If you were recording Weight for instance, you would select the Number type.
  6. Finally, if there is a default value for this field then enter it in the Field Values field.
  7. Tick the Required checkbox if this field must be entered for all Clients.
  8. Click Save to save your changes.
  • When you open a Client profile you will now see a Custom tab which will contain all your custom fields.

Deleting Custom Fields

  1. From the Custom Fields screen open the required item that you would like to delete.
  2. Click the Delete button on the action bar.
  3. If the item is not being used you will be prompted to confirm the delete by clicking the Delete button.
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